Private Client Associate

Taylor & Emmet LLP; Sheffield; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prestigious law firm in Sheffield seeks an Associate to offer specialist legal advice on complex issues such as succession planning and estate administration. Candidates should have 3 to 5 years of post-qualified experience and strong drafting skills for wills and trusts. The role demands exceptional client care and the ability to collaborate closely with financial professionals. Join a reputable team dedicated to providing tailored solutions for high-net-worth clients. Competitive compensation and personal development opportunities are offered.

Qualifications

• 3 to 5 years of post-qualified experience required.
• Expertise in complex succession planning and estate administration.
• Experience in advising high-net-worth clients.

Responsibilities

• Provide specialist legal advice to clients on various matters.
• Deliver key outcomes for clients and the firm.
• Draft and manage legal documents related to wills and trusts.

Skills

Client care

Commercial awareness

Team collaboration

Drafting skills for legal documents

Tax mitigation strategies

Estate administration

Client relationship building

Job description

As an Associate, you will provide specialist comprehensive legal advice to clients with a range of complex requirements. With at least 3, up to 5 years of post-qualified experience you will not only be able to:

• Deliver high standards of client care and a first-class customer experience.
• Work commercially which is reflected in your case management and outcomes.
• Work collaboratively as part of a team.
• Achieve and deliver key outcomes both for the client and the firm.
• expertise in complex succession planning, tax mitigation, and estate administration.
• Strong drafting skills for Wills, trusts, and associated legal documents.
• Experience advising high-net-worth individuals and families with sophisticated estate planning needs.
• Familiarity with offshore structures and international estate planning considerations.
• Strong collaboration skills and experience working alongside financial professionals and accountants.
• Exceptional client care skills and ability to build long-term relationships with a diverse client base.

You will have greater autonomy for your own caseload and will begin to further enhance your own leadership qualities for the benefit of your personal development, your clients, and the firm.

Our Private Wealth team is renowned for providing expert legal services to high-net-worth and ultra-high-net-worth individuals, families, SME business owners and entrepreneurs, landowners and landlords, farmers, corporate trustees, and charities. We are committed to delivering exceptional service tailored to our clients' specific needs and circumstances.

• Provide expert legal advice on a broad range of onshore succession planning and tax mitigation strategies.
• Draft and review Wills, trust documents, and estate planning instruments.
• Manage estate administration and taxation matters, ensuring compliance with relevant legislation.
• Advise on long-term family planning strategies, including wealth preservation and generational succession.
• Work collaboratively with accountants, investment managers, private banks, and financial advisers to provide comprehensive client solutions.
• Support internationally mobile clients with UK estate matters, tax exposure assessments, and mitigation strategies.
• Engage with offshore professionals to provide integrated succession planning support.
• Collaborate with the films specialist contentious probate team, providing representation and strategic advice to executors, trustees, and beneficiaries.