Your Role
and What You'll Be Doing
Our highly ranked National Private Client Group is looking for an Associate/Senior Associate to focus on acting for rural clients. The team act on behalf of national clients including high profile landed estates and individuals, and trustees of long running and often complex trust structures. We provide advice on heritage property, capital tax planning including in relation to the impact of development and diversification on reliefs, and structuring for succession and tax efficiency.
In this role you can expect to manage your own varied caseload, which will include advising trustees of high value private family trusts in relation to matters of trust law and governance, the taxation of trusts, and trust re-structuring (pre- and post-death, including the re-structuring of Will Trusts). As well as, managing your own caseload you will assist more senior members of the team with more complex cases and will have the opportunity to attend networking and business development events to help strength the IM client portfolio and your overall knowledge.
This is an excellent opportunity to join a thriving, supportive and happy team at an exciting time of growth.
About You
We're looking for an Associate/Senior Associate who has a passion for Private Client work and a proven interest of agricultural matters. Our ideal candidate will have the following:
1. Demonstratable technical experience gained within Private Clients, specifically trusts, estate planning and administration;
2. The ability to manage caseloads whilst maintaining exceptional attention to detail and seamless service;
3. Demonstrable experience of excellent oral and written communication skills, including, producing quality drafting and undertaking in-depth research to assist with client matters;
4. The ability to operate independently and work collaboratively as part of a team to deliver the best outcomes for our clients;
5. An aptitude for business development and a passion for growing strong client and referrer relationships.
Our Benefits - What We Can Offer You
6. Flexible working options - Make work fit around your life, not the other way round
7. 25 days holidays as standard - You can ‘buy’ up to 35hrs of extra holiday too
8. Parking permit for Leeds, from Associate level
9. Generous and flexible pension schemes
10. Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
11. Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services, as well as Private Medical Insurance
We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported to work in a way that best suits you. We have recently been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2023!
Our social responsibility programme is fundamental to who we are. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish. We have a range of groups to celebrate our people across sexuality, disability, age, gender and culture.