Private Client Advisory-Senior Associate-Sheffield (6299)

Irwin Mitchell; Sheffield; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

25+ days holidays plus bank holidays

Flexible pension schemes

Volunteering days

Health membership benefits

Job summary

Irwin Mitchell, a national law firm in Sheffield, seeks a legal advisor for high net worth individuals, focusing on estate and succession planning. This role offers the chance to collaborate with one of the largest Private Client teams in the UK, providing excellent work quality and opportunities to develop your interests.

The ideal candidate will possess a strong background in complex wills, lifetime trusts, and tax planning, with experience in the Sheffield market. A STEP qualification is preferred.

Qualifications

• Experience with estate administration and legal advisory.
• Ability to work collaboratively with external professionals.
• Understanding of the Sheffield Private Client Market.

Responsibilities

• Advise high net worth individuals on legal and tax aspects.
• Implement and run complex wills and lifetime trusts.
• Support the growth plan of the Sheffield team.

Skills

Advising on complex wills and trusts

Lifetime IHT planning

Taxation of trusts and estates

Financial disciplines

Business development

Education

STEP qualified or working towards STEP qualification

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.

This is an integral role to support with and drive the ambitious growth plan of our Sheffield team.

The team advises high net worth individuals and families on the legal and tax aspects of estate and succession planning and tax planning.

You will have exposure to great quality work, access to one of the largest national Private Client teams in the UK and the resources that brings, as well as the freedom to develop and pursue areas of interest within Private Client matters.

Qualifications

• A solid background of advising on, implementing and running complex wills, lifetime trusts, deeds of variation, powers of attorneys and estate administration
• STEP qualified or working towards the STEP qualification
• Be experienced in advising on lifetime IHT planning and on the taxation of trusts and estates and their general administration
• Be able to demonstrate strong financial disciplines and the ability to work collaboratively with other teams and external professionals
• It would also be beneficial to have an aptitude for business development with established client and referrer relationships as well as a drive to continue to aid the growth and development of the wider team, and a good understanding of the Sheffield Private Client Market
• 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

Benefits

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.

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.