Private Client Senior Associate or Partner

Connect Legal Partners; Burnley; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

Connect Legal Partners is seeking an accomplished lawyer to advise high net worth clients and family business owners on estate planning, wills, trusts, and tax-efficient planning. You will lead complex matters with autonomy in a supportive regional office.

The role requires solid experience with high net worth clients and strong technical knowledge; STEP accreditation and mentoring experience are a plus.

Qualifications

• Solid experience advising high net worth clients.
• Strong technical knowledge and commercial sense.
• STEP accreditation and mentoring experience is a plus.

Responsibilities

• Advise high net worth clients on estate planning, wills, trusts, and succession.
• Provide tax-efficient planning and estate administration guidance.
• Lead complex matters with autonomy in a well-supported regional office.

Skills

Estate planning

Wills & trusts

Tax planning

High net worth experience

Job description

The firm

A well established full service firm with several offices across the North West. It acts for businesses and individuals and has a loyal local client base.

The role

You will advise high net worth clients and family business owners on estate planning, wills, trusts, tax efficient planning, succession and estate administration, and lead complex matters.

What you will need

Solid experience advising high net worth clients, strong technical knowledge and commercial sense. STEP and mentoring experience are a plus.

What is on offer

Complex work, investment in wellbeing and progression, a good work life balance and a lot of autonomy in a well supported regional office.

Connect Legal Partners is handling this search. Apply below or get in touch for a confidential conversation.