Senior Associate - Private Client

DWF LLP; Birmingham; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

DWF LLP is seeking an experienced Senior Associate to join its Private Client team in a role that combines high-value advisory work with client-facing leadership. The successful candidate will advise HNW/UHNW individuals and families on wills, trusts, estate administration and wealth planning within a hybrid working model across Manchester or Birmingham.

You will mentor junior lawyers, supervise complex matters, and collaborate with tax advisors and trustees to deliver coordinated solutions

Qualifications

• Qualified Solicitor with significant private client experience advising high-net-worth individuals and families.
• Strong technical expertise across wills, trusts, estate administration and succession planning.
• Experience advising on complex estates involving business, agricultural and investment assets.

Responsibilities

• Advise high-net-worth individuals and families on private client and wealth planning matters.
• Draft wills, trusts and business asset arrangements with tax considerations.
• Manage Lasting Powers of Attorney and Court of Protection matters.
• Administer high-value estates and coordinate with tax advisers and trustees.
• Mentor and supervise junior lawyers and support staff.

Skills

Private client experience

HNW/UHNW client work

Client relationship management

Estate planning

Tax planning

Mentoring junior lawyers

Education

Solicitor qualification

Job description

Why join us?We are seeking an experienced Senior Associate to join our expanding Private Client team. Our Private Client practice has established a strong reputation for delivering commercially focused, highly personalised advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, entrepreneurs, business owners, trustees and family offices. As the team continues to grow, we are looking for an ambitious lawyer who is keen to play a key role in its ongoing success. Working alongside highly regarded specialists, you will advise on sophisticated wealth planning, succession and estate administration matters for a diverse client base with complex personal, family and business wealth structures.The role offers exposure to high-value, technically challenging work, direct client contact and genuine opportunities for career progression. This is an excellent opportunity for a private client lawyer looking to further develop their expertise within a market-leading teamand make a meaningful impact on the continued growth of the Private Client practice. The role is suited to candidates based in Manchester or Birmingham, operating within a hybrid working model.

Responsibilities

• Advise high-net-worth and ultra-high-net-worth individuals, families and business owners on a mix of private client and wealth planning matters.
• Provide strategic advice on estate planning, succession planning and wealth preservation.
• Draft and advise on complex wills, including trusts and business assets.
• Advise on and prepare Lasting Powers of Attorney and other lifetime planning arrangements.
• Administer taxable and non-taxable estates, including complex and high-value matters.
• Support with inheritance tax planning, capital gains tax implications and lifetime gifting strategies.
• Establish, administer and restructure trusts, advising trustees on their responsibilities.
• Assist on family investment and wealth-holding structures.
• Manage Court of Protection matters, including deputyship
  applications and ongoing administration.
• Collaborate with HMRC, accountants, tax advisers, trustees and other professional advisers to deliver coordinated client solutions.
• Contribute to the growth, strategic direction and ongoing success of the Private Client practice.
• Supervise, mentor and support the development of junior lawyers and other team members.
• Experience supervising, mentoring and supporting the development of junior fee earners.
• STEP qualification is desirable but not essential.

What will help you succeed in this role?

• Qualified Solicitor with significant private client experience advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families and business owners.
• Strong technical expertise across wills and succession planning, trusts, estate administration, inheritance tax planning, lasting powers of attorney and Court of Protection matters.
• Experience advising on complex, high-value estates involving business, agricultural, investment and property assets.
• Strong
  client relationship management skills, with a commercial approach to delivering advice.
• Ability to manage a busy and varied caseload effectively while maintaining high standards of client service.
• Exceptional communication and interpersonal skills, with the ability to build trusted relationships with clients, intermediaries and colleagues.
• Experience supervising, mentoring and supporting the development of junior fee earners.

What we offer?

We are committed to ensuring that each member of our team feels valued and duly rewarded during their time at DWF. We are an equal opportunities employer that celebrates diversity and we are committed to creating an inclusive environment for all.We aim to create a positive experience for all candidates and offer any adjustments or additional support needed.You may be the right candidate for the role or others across the wider team.About usDWF is a leading global provider of integrated legal and business services. We empower people to be
themselves within an inclusive and supportive environment, enabling everyone to achieve their full potential in line with their abilities and career aspirations. #J-18808-Ljbffr