Private Client Senior Associate

JMC Legal Recruitment; Birmingham; On-site; GBP 90,000 - 130,000; Full time

Job summary

JMC Legal Recruitment represents a large international firm in Birmingham seeking a Private Client Senior Associate (5 PQE). The role sits in a small, bespoke Private Client team with access to the resources of a global platform, offering autonomy and clear progression.

You will lead on estate planning, succession and wealth preservation for high net worth clients, coordinating with accountants, tax advisers, trustees and HMRC, and mentoring junior lawyers.

Qualifications

• Proven experience advising high net worth individuals on estate planning, succession and wealth preservation.
• Experience supervising or mentoring junior lawyers is beneficial.

Responsibilities

• Advise high net worth and ultra high net worth individuals on estate planning, succession and wealth preservation, taking strategic ownership of matters.
• Coordinate with accountants, tax advisers, trustees and HMRC to deliver joined up advice.
• Supervise and mentor junior lawyers and develop client relationships in the Birmingham market.

Skills

Estate planning

Wealth preservation

Private client experience

Cross-border estates

Job description

Private Client Senior Associate | 5 Years PQE | International Firm | Birmingham

A rare chance to be a senior figure in a small, bespoke Private Client team while standing on the platform of a large international firm.

The Firm

This is a large international firm with a substantial UK presence and an established Birmingham office. Private Client sits within that wider platform, giving access to corporate, real estate and tax colleagues when matters demand it. Private Client here is a specialist, boutique style practice operating inside a firm of significant scale, meaning you get the autonomy and visibility of a small team alongside the clients and resources of a large one, with your contribution clearly visible to those who decide on promotions.

The firm's international network brings a dimension that most regional private client practices cannot match, with cross border estates, internationally mobile families and wealth structuring with a European element sitting alongside a strong domestic caseload.

The Role

You will advise high net worth and ultra high net worth individuals, families and business owners on estate planning, succession and wealth preservation, taking strategic ownership of your matters from the outset.

Much of the work is collaborative, coordinating with accountants, tax advisers, trustees and HMRC to deliver joined up advice, with real scope to develop your own client relationships and profile in the Birmingham market. Supervising and mentoring junior lawyers forms part of the role.

The caseload spans the full breadth of private wealth work including will drafting where trusts and business assets are in play, long term succession and wealth preservation strategy, estate administration from straightforward through to complex matters, inheritance tax and capital gains planning, trust creation and restructuring, family investment companies, Lasting Powers of Attorney, Court of Protection work and matters carrying a cross border dimension.