FAQs
What is the focus of the Senior Associate - Private Client role?
The role focuses on advising high net worth individuals and families on the legal and tax aspects of estate and succession planning and tax planning.
What qualifications are required for this position?
Candidates should be STEP qualified or working towards the STEP qualification and have a solid background in advising on complex wills, lifetime trusts, and estate administration.
Is prior experience necessary for this role?
Yes, candidates should have experience in advising on lifetime IHT planning, the taxation of trusts and estates, and their general administration.
What type of work environment can I expect?
You can expect a friendly and inclusive environment that values collaboration and supports both team members and clients.
Are there any specific skills required for this role?
Candidates should possess strong financial disciplines, an aptitude for business development, and the ability to work collaboratively with other teams and external professionals.
What benefits do you offer?
Benefits include 25 days of holiday plus bank holidays, flexible pension schemes, two paid volunteering days per year, Westfield Health membership, and well-being initiatives.
Is there a focus on social responsibility within the company?
Yes, the firm is committed to social responsibility, community investment, and tackling climate change, with various initiatives in place.
What is the company’s stance on diversity and inclusion?
The firm is dedicated to being a diverse and inclusive workplace and has established inclusion network groups to support this aim.
Will I need to undergo any pre-employment screening?
Yes, all successful applicants must complete an employment screening process, including checks related to eligibility to work in the UK, criminal records, and financial checks.
How many holidays do employees receive?
Employees receive 25 days of holidays as standard, in addition to bank holidays, and can buy up to 35 hours of extra holiday.