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Private Wealth - Associate

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Weightmans

1mo ago

  • Job
    Full-time
    Mid Level
  • Legal
  • London

AI generated summary

  • You must be a solicitor with 2+ years in Private Wealth law, keen on tax and succession, STEP qualified or pursuing, detail-oriented, proactive, and a team player with strong IT skills.
  • You will manage private client cases, assist the team, engage in business development, meet financial targets, ensure compliance, and uphold company values while handling other related duties.

Requirements

  • Solicitor with a minimum of 2 years equivalent experience in Private Wealth law;
  • Keen interest and experience in all aspects of Private Wealth law with exposure to a broad range of work including international tax, estate and succession planning;
  • STEP qualified, or working towards it;
  • Conscientious, self-motivated, hardworking, responsive, with critical thinking abilities and excellent communication, organisation and analytical skills;
  • Passionate about growth, generating work opportunities both internally and externally;
  • Passionate about operational excellence generating work opportunities through great service delivery and improving the client experience;
  • A methodical, organised approach;
  • Ability to work to strict deadlines, tight timetables, targets and client protocols while maintaining high standards in terms of accuracy and quality;
  • Excellent attention to detail and concentration;
  • Excellent IT skills;
  • Ability to multi-task and prioritise;
  • Ability to work as part of a team and on own initiative; and
  • Flexible, pro-active and team-orientated approach.

Responsibilities

  • Manage own caseload of private client work, including family wealth structuring and succession planning for high-net-worth individuals, high value/complex estate administration and International Tax Reporting, compliance and disclosure;
  • Assist other members of the team as may be required;
  • Take an active role in business development initiatives, assisting with marketing the services of the team and networking;
  • Achieve set financial and chargeable targets\KPIs;
  • Ensure relevant deadlines and quality measures are adhered to;
  • Comply with relevant Weightmans and client policies and procedures; and
  • Work in accordance with Weightmans’ values.
  • This list is not intended to be exhaustive and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role.

FAQs

What is the minimum PQE required for this Associate position?

The minimum PQE required for this Associate position is 3 years.

What type of clients does the International Private Wealth team advise?

The team advises ultra-high net worth individuals, including royal families, entrepreneurs, business owners, financiers, directors, as well as international corporates, fiduciaries, trust companies, and family offices.

Is the Associate role focused solely on private client work?

While the role predominantly involves private client work, it may also require assisting other team members and engaging in business development initiatives.

What are the key responsibilities of the Associate?

Key responsibilities include managing a caseload of private client work, assisting other team members, participating in business development, achieving financial targets, ensuring quality measures, and complying with policies and procedures.

Is there support for professional development, such as obtaining STEP qualifications?

Yes, the firm encourages and supports employees who are either already STEP qualified or who are working towards it.

What benefits does Weightmans offer to employees?

Weightmans offers a variety of benefits including 28 days of annual leave plus bank holidays, hybrid working arrangements, healthcare cover, pension plans, life insurance, and various employee assistance programs.

Can applicants apply for part-time or job share roles?

Yes, Weightmans is open to part-time and job share applications.

What is the firm’s stance on diversity and inclusion?

Weightmans is committed to fostering a culture of equality and diversity, where all employees are respected and recognized for their contributions, and strongly encourages applications from diverse backgrounds.

Are there any specific IT skills required for the role?

Yes, excellent IT skills are required, along with the ability to multi-task, prioritize work, and maintain high standards of accuracy and quality.

Is experience in international tax and estate planning necessary for this role?

A keen interest and experience in all aspects of Private Wealth law, including international tax, estate, and succession planning, is essential for this role.

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Weightmans

Helping businesses and people with all their legal needs

Law
Industry
1001-5000
Employees
1827
Founded Year

Mission & Purpose

Weightmans is a leading UK law firm providing a full range of legal services to businesses, government bodies, and individuals. Their ultimate mission is to deliver innovative and practical legal solutions that meet clients' diverse needs and exceed expectations. The firm's purpose revolves around fostering long-term client relationships built on trust and delivering strategic advice and support that helps clients navigate legal challenges effectively. Weightmans aims to uphold high standards of integrity and professionalism while contributing positively to the communities they serve through pro bono work and social responsibility initiatives.

Benefits

  • Our benefits package

    28 days holiday Flexibility and hybrid working: Dividing work time between home and office to give flexibility and work/life balance (for most roles but a small number cannot be performed at home) Healthcare cover: individual healthcare cover with the option to add partners and children at your expense Pension plan: we will match your contributions up to a maximum of 4% during your first two years of service, and up to a maximum of 6% thereafter Life insurance: 4 x salary Travel loan scheme: allows you to purchase an annual pass and have the money deducted from your net wages each month Employee care scheme: a confidential, external 24hr helpline Discounted gym membership Dental scheme: the dental scheme is an employee-funded scheme that will allow you to re-claim against any dental expenses that you incur. Cycle to work scheme: the cycle to work scheme is a government initiative, which aims to make cycling a more attractive way of commuting to work. Employees can take advantage of significant savings and all the benefits that cycling has to offer. Offers & discounts: great offers and discounts for all employees. We have some national offers, which can be used across all offices and some which are specifically designed for individual offices. * Subject to role and business requirements We also operate an Employee Recognition Scheme that encourages an environment of recognition through peer to peer nominations and a culture of celebrating success.