Senior Solicitor - Private Wealth

JMW Solicitors LLP; Manchester; Hybrid; GBP 45,000 - 85,000; Full time

Job summary

An established industry player is seeking a talented Solicitor to join their dynamic Private Wealth Department in Manchester. This role involves providing expert legal guidance on estate planning and tax mitigation for high-net-worth clients, ensuring tailored solutions that meet their unique needs. You will collaborate with a team of over 40 professionals, handling complex cases that are both rewarding and engaging. The position offers opportunities for hybrid working, a supportive environment, and a chance to develop your career in a leading firm known for its collaborative culture. If you're passionate about making a difference in clients' lives, this is the perfect opportunity for you.

Benefits

25 days' annual leave

Travel Insurance

Death In Service - 3 x basic salary

Private Medical Insurance

Income Protection

Interest-free travel pass/parking loan

One-hour early finish once a month

Two days for charitable work

Participation in sports teams and social events

Employee Assistance Programme

Qualifications

• Experience advising HNW clients on estate and tax planning.
• Supervising junior fee-earners and generating new work leads.

Responsibilities

• Advising on estate administration and tax mitigation strategies.
• Handling contentious trusts and probate matters for clients.

Skills

Estate Planning

Tax Mitigation

Trust Administration

Client Relationship Management

Business Development

Charity Formation

Education

Qualified Solicitor (c. 6 PQE+)

Society of Trust and Estate Practitioners (STEP) qualification

Job description

Our team of specialists assists clients with a range of complex requirements. The team typically acts for high-net-worth and ultra-high-net worth individuals, families, business owners and entrepreneurs, landowners and landlords, corporate trustees and fiduciary service providers and charities.

The team typically advises on a wide range of onshore succession planning and tax mitigation strategies, dealing with Will drafting, estate administration, trust and family investment company formation, advisory work, administration and taxation on a daily basis. We work alongside and consult with accountants, investment managers, private banks and financial advisers to ensure that the legal guidance we provide is tailored to our client’s needs and offered on a holistic basis. We also advise internationally mobile clients in relation to their UK estate, tax exposure and possible mitigation strategies.

The team also handles contentious trusts and probate matters for executors, trustees and beneficiaries.

Our dynamic and award-winning team is made up of over 40 people, making it one of the largest Private Wealth teams outside of London. The work that the team are instructed on is typically high value and with a degree of complexity, and both rewarding and engaging.

We encourage collaborative working and promote a working environment which fosters discussion and support for solicitors who are typically entrusted with a significant degree of autonomy.

The Role

The Private Wealth Department are recruiting for a Solicitor at Senior Associate or Salaried Partner level (c. 6 PQE+) with experience advising HNW clients on lifetime and death estate and tax planning, inheritance tax mitigation, estate administration, and the formation, taxation and administration of trust structures.

Experience in charity formation and administration, income tax and capital gains tax would be preferable.

Applicants will have experience supervising junior fee-earners and ideally have some client following and/or market contacts and an ability to generate new work leads.

At Salaried Partner level, strong business development credentials, with a substantial client following and/or holding numerous trusteeships/executorships is essential.

Society of Trust and Estate Practitioners (STEP) qualified preferable.

The role is based in our Manchester head office (Spinningfields). Hybrid working is available.

Working for JMW

As well as a rewarding career, JMW offers its colleagues many other opportunities and benefits, including:

• A minimum of 25 days' annual leave (increasing with length of service) plus office closure between Christmas and New Year
• Travel Insurance – covering you and eligible family members
• Death In Service - 3 x basic salary
• Private Medical Insurance (subject to opting in) and option of contributing to add eligible family members
• Income Protection - cover of up to 75% of salary
• Access to an interest free travel pass/parking loan
• A one-hour early finish, one Friday a month
• Two days a year to do charitable work, with a huge variety of events to get involved in
• The opportunity to participate in sports teams, hobby clubs, and social events
• Access to our Employee Assistance Programme and trained Mental Health First Aiders