Position Overview
We’re looking for a talented individual to join our Private Client team in Southampton or Chichester, working alongside Naomi Neville, Head of Lifetime and Estate Planning on the South Coast.
Key Responsibilities and Qualifications
* Strong experience advising on complex and high‑value matters, including wills, lifetime trusts, deeds of variation, powers of attorney, and estate administration.
* Ideally STEP qualified or working towards qualification.
* Skilled in lifetime IHT planning and taxation of trusts and estates.
* Strong financial discipline and ability to collaborate with other teams and external professionals.
* Enthusiastic about business development and building strong client and referrer relationships.
* A team player with a passion for growth and innovation.
Benefits and Working Conditions
* 25 days holidays as standard plus bank holidays; you can buy up to 35hrs of extra holiday.
* Generous and flexible pension schemes.
* Two days of volunteering every year for a cause of your choice (fully paid).
* Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.
* Flexible by Choice programme; hybrid working options subject to role, team and client requirements.
* Well‑being initiatives to support positive mental health.
* Support and training from a national private client practice as the firm expands on the South Coast.
Equal Opportunity Employer: Irwin Mitchell LLP is an equal opportunity employer.
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