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For Companies At a Glance
- Tasks: Advise high-net-worth clients on trusts, estates, and tax planning matters.
- Company: Join Freeths, a top-tier legal firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Why this job: Work with industry leaders and make a real impact in private client services.
- Qualifications: 3-7 PQE in TET services and strong interpersonal skills required.
- Other info: Dynamic role with opportunities for career growth and business development.
The predicted salary is between 36000 - 60000 £ per year.
About The Freeths Private Client Services Team
The Freeths PCS team is 50 strong and spread nationally across our 13 offices. For 15 consecutive years Freeths’ Trusts, Estate and Tax lawyers have secured a Tier 1 ranking in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide.
About The Role
The Birmingham-based Trusts, Estates and Tax (TET) team, led by Director, Hannah Turner, is now seeking a Senior Associate-level lawyer who is circa. 3 - 7 PQE. The team advise high and ultra-high net worth clients in a wide variety of trust, estate and tax planning matters and work closely with the wider national TET team whose combined services include acting as independent administrators in high-net-worth contested estates, advising on complex mental capacity issues, administering cross-border estates and advising agricultural clients.
The team is part of the firm’s extensive Private Client Services offering and also supports the wider firm, for example as part of our Private Wealth Initiative which brings together a variety of specialist teams including Corporate, Corporate Tax, Agricultural Property and Family to build holistic, solution driven advice for business owner clients.
This role will give you the opportunity to develop professionally, working on high quality instructions alongside leaders in their respective fields. There will be a good level of supervisory responsibilities involved, and business development activities will be supported and encouraged.
Your Skills And Qualifications
- Have directly relevant previous experience and have the correct level of post qualified experience (PQE) for the role in question.
- To have experience in TET services including administration of trusts.
- A proven track record of competent financial management, ability to meet client expectations and sound case management skills.
- Good IT skills, experience, and confidence with using case management systems, electronic time recording and general Microsoft packages.
- To be a self-starting, friendly individual with excellent interpersonal skills and an ability to take initiative.
- To be able to consistently demonstrate and embody the firm’s values.
No agencies direct applications only. For further information or a confidential discussion, please contact the recruitment team at RecruitmentFreeths@freeths.co.uk.
Smart. Bold. Together. We Are Freeths. Become part of the team at Freeths. Do we sound like a match? If you’re someone who cares deeply, communicates openly and collaborates effectively, then we’d love to have you join our diverse, inclusive team.
Trusts, Estates and Tax Senior Associate - Birmingham employer: Freeths
Contact Detail:
Freeths Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts, Estates and Tax Senior Associate - Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who might know someone at Freeths. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the team and their recent work. Knowing about the Birmingham TET team's achievements will show you're genuinely interested and ready to contribute.
✨Tip Number 3
Showcase your personality! During interviews, let your friendly and self-starting nature shine through. Freeths values collaboration, so be sure to highlight your teamwork skills.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining the Freeths family.
We think you need these skills to ace Trusts, Estates and Tax Senior Associate - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trusts, Estates and Tax role. Highlight your relevant PQE and experience in TET services, as this will show us you’re a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter should reflect your personality and passion for the role. Use it to explain why you want to join our Birmingham team and how your skills align with our values.
Showcase Your Interpersonal Skills: We value excellent interpersonal skills, so don’t shy away from sharing examples of how you’ve successfully collaborated with clients or colleagues in the past. This will help us see how you embody our team spirit.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Freeths
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and tax planning. Familiarise yourself with recent changes in legislation and any notable cases that could come up during the interview. This will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in TET services. Discuss how you've managed complex cases or dealt with high-net-worth clients. This will help demonstrate your competence and ability to meet client expectations.
✨Be Ready for Scenario Questions
Expect scenario-based questions that test your problem-solving skills. Think about how you would handle various situations, such as contested estates or cross-border issues. Practising these scenarios can help you articulate your thought process clearly during the interview.
✨Emphasise Teamwork and Collaboration
Since the role involves working closely with other teams, be prepared to discuss your experience in collaborative environments. Highlight instances where you've successfully worked with colleagues from different specialisations to provide holistic solutions for clients.
