Associate - Private Client Group (5795)

Irwin Mitchell LLP; Southampton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national law firm in Southampton seeks a qualified professional to join their Private Client team. The ideal candidate will have experience with complex lifetime trusts and a passion for client relations. This role offers competitive benefits and the chance to be part of a supportive and innovative team. Opportunities for further professional growth are available.

Benefits

25 days holidays plus bank holidays

Generous pension schemes

Volunteering days

Health membership benefits

Qualifications

• Experience advising on complex trusts and estate administration.
• Skilled in lifetime IHT planning and taxation of trusts.
• Ability to collaborate with other teams and professionals.

Responsibilities

• Join the Private Client team and advise high-net-worth individuals.
• Deliver exceptional client service across multiple offices.
• Contribute to the growth of private client offerings.

Skills

Experience advising on complex lifetime trusts

Strong financial discipline

Enthusiastic about business development

Team player with a passion for growth

Education

STEP qualification or working towards it

Job description

We’re a national law firm with a local reach. Our legal experts are here for you. Whether it’s personal or business, we understand that everyone’s situation is different. But we’re more than just a law firm – we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment.

We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.

Your Role and What You'll Be Doing

We’re looking for a talented individual to join our Private Client team in Southampton or Chichester, working alongside Naomi Neville, Head of Lifetime and Estate Planning on the South Coast and National Market Lead for Business Wealth. You’ll be joining a highly respected team, ranked in both Legal 500 and Chambers High Net Worth, delivering exceptional client service across the region.

Our team is busy and engaged, with a strong pipeline of high-quality work, giving you the opportunity to step straight into a varied and rewarding caseload from day one.

If you enjoy being part of a successful, friendly, and high-performing environment, this could be the ideal next step in your career. Our top-tier team advises high-net-worth individuals and families on all aspects of estate, tax, and succession planning, working collaboratively across multiple offices as part of a strong national practice.

As we continue to grow, you’ll benefit from significant support across the firm to help you further develop your practice and play a key role in the expansion of our private client offering on the South Coast.

About You

• Strong experience advising on complex lifetime trusts, deeds of variation, powers of attorney, and estate administration.
• Ideally STEP qualified or working towards qualification.
• Skilled in lifetime IHT planning and taxation of trusts and estates.
• Strong financial discipline and ability to collaborate with other teams and external professionals.
• Enthusiastic about business development and building strong client and referrer relationships.
• A team player with a passion for growth and innovation.

We’re proud of our values, and we’re looking for people who share them:

• To be pioneering with an imaginative outlook
• To be approachable and caring
• To be tenacious in the pursuit of our objectives
• To be efficient in the provision of our services
• To work with a foundation of integrity.

If this sounds like you, we’d love to receive your application.

Our Benefits - What We Can Offer You

• 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
• Generous and flexible pension schemes.
• Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well‑being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

Additional Information

As part of the Irwin Mitchell Group’s on‑boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.

We carry out pre‑employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.