Your Role
and What You'll Be Doing
An exciting opportunity has arisen for an Associate to join our Tier 1 Legal 500 ranked Private Client Advisory team in Chichester or Southampton, part of our high-performing National Private Client Advisory team.
In this role, you will be working with the existing team, headed up by Naomi Neville, to advise high net worth individuals and families on: the legal and tax aspects of estate and succession planning; trusts (created in lifetime and by will); tax planning; estate administration and post-death planning.
About You
1. A solid background of advising on, implementing and running complex wills, probate, lifetime trusts, deeds of variation, powers of attorneys and estate administration;
2. Experience in advising on lifetime IHT planning and on the taxation of trusts and their general administration;
3. Able to demonstrate strong financial disciplines and the ability to work collaboratively with other teams and external professionals;
4. Empathy and compassion to help guide our clients through challenging personal circumstances;
5. The ability to supervise and develop junior team members;
6. An aptitude for business development and a passion for growing strong client and referrer relationships;
7. A good understanding of the West Sussex and/ or Hampshire private client markets would be advantageous, but not essential
We believe this role would best suit a Solicitor or Chartered Legal Executive with 4 years’ plus PQE.
Our Benefits - What We Can Offer You
8. 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
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.
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. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!
Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.
Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.