We're seeking to recruit a motivated and Private Client Associate to join our Succession & Tax team based from our Bristol or Exeter office, with flexible hybrid working.
You will be joining a highly regarded and successful team with a strong reputation for high quality regional and national High Net Worth work.
As part of our broader Private Wealth sector, you will begin to have some exposure to key client relationships, working in a collaborative and encouraging environment where you will be supported to further develop your expertise and profile.What you'll doWorking directly with Anna Parker as a senior member of the UK Succession & Tax team, you will be working on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.
Many of our clients own rural estates and the team works closely with our Farms, Estates and Rural Land specialist team to ensure the client receives the very best advice when they need it.Focussing on getting to know and understand your client's context and priorities in order to offer a premium advisory service to them in the long-term, you will work on complex non-contentious matters including wealth, estate and tax planning, trust advice, probate administration and drafting of wills as appropriate.
We're keen to ensure that you experience the right balance of independence and support to manage your own matters, and you'll appreciate the importance of work being done at the right level in the best interests of the client.
As part of the wider Private Wealth team with approximately 30 colleagues, you will be working alongside other specialist lawyers and benefit from trainee and paralegal support.Tailored to suit your needs and experience to date, we will provide you with the opportunities to continue developing your skills.
If you're enthusiastic about business development – both for the team and the firm more widely – we will actively encourage you to engage with business development opportunities and take part in networks which are such an integral part of this area of practice.
We're passionate about partnering with clients to really understand what they want to achieve and how we can support them in this in order to build long lasting and rewarding relationships with them.
We'll encourage you to increase your commercial understanding of clients' contexts through relevant insights and shared expertise to enable you to offer practical advice at the right time, on an ongoing basis.In return for your commitment and motivation, we will offer you excellent career development opportunities, along with a combination of structured and flexible learning and development options to suit you as you progress.
Through access to our Business Skills Academy, you'll benefit from all the support you need to develop your confidence, networking and client facing skills, whilst continuing to develop your technical skills.
By working together, we'll ensure you have the right environment to flourish to help you achieve your longer-term career ambitions.What we're looking forWith an aptitude for the technical nature of private client work, and an enthusiasm for building lasting relationships with a range of clients, you have already gained good experience in a similar sized firm and are ready for the next step in your career.
You will be a natural communicator with the proven ability to forge strong and effective relationships with clients, and you may have gained experience working specifically with high net worth clients already.
You will understand and appreciate some of the considerations and issues our clients face, and have a commercial and pragmatic outlook to providing appropriate and well informed advice.
Over time, you will have the opportunity to learn from senior lawyers in the team, who are ideally placed to support you in enhancing your commercial understanding, and how to proactively work with clients to meet their needs.Being motivated to deliver an exemplary service to clients every day, you are keen to progress your career and already work with a degree of independence, which we will further support.
In addition, you will be keen to share your knowledge with juniors in the team, providing them with support when needed as part of your own professional development and career progression.
As you can tell, it's important to us that you are team focussed, and enthusiastic about working collaboratively across the wider Private Wealth sector in order to seek out business opportunities whilst prioritising excellent client service.This is a great opportunity if you're keen to take the next step in your career and develop a more prominent profile with clients and referrers in the South region.Our offer to youIn return for your efforts, you can expect considerable scope for personal, as well as professional, development.
We encourage people to engage with our popular and well supported coaching and mentoring programmes, which connect you to people right across the firm and at every level.
We create space for mental and physical wellbeing with our weekly Lifestyle Hour, along with 28 days' annual leave (plus a day in your birthday month), private medical insurance (eligibility applies) and a sabbatical you can take every 5 years.
You can also buy holiday, managing your benefits flexibly using our sophisticated portal to configure your total reward offer according to what you value most.
As part of this, you can make ongoing or one-off donations to our charitable foundation and access our CSR programme where you can engage with community-based initiatives (as a team, or individually) twice a year, to give something back where you feel it matters.For further details of our benefits packages, please visit the link attached – Our benefits | Foot AnsteySuccessful applicants will be required to complete a pre-employment screening process which includes a financial integrity check and a DBS check.
If you wish to discuss any issues or questions in connection with this, or anything else, please do speak in confidence with a member of the Talent Acquisition Team: ******