Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Handle diverse cases in tax and estate planning, delivering expert advice to clients.
- Company: Join a respected firm known for exceptional private client work and collaborative culture.
- Benefits: Enjoy flexible hybrid working, competitive salary, and clear progression opportunities.
- Other info: Supportive environment focused on professional development and work-life balance.
- Why this job: Deepen your expertise while making a real impact on clients' financial futures.
- Qualifications: 4+ years in tax and estate planning with strong technical knowledge.
The predicted salary is between 50000 - 65000 £ per year.
A fantastic opportunity has arisen for an experienced Tax & Estate Planning Solicitor to join a well-established and highly regarded Private Client team. You'll handle a diverse and high-quality caseload spanning estates, trusts, wills, and tax planning, with considerable scope to deepen your technical expertise and contribute to the department's strategic growth. Working with engaged and loyal clients - ranging from high-net-worth individuals to complex family structures - you'll deliver specialist advice on inheritance tax, capital gains tax, wealth preservation strategies, and trust creation/administration.
You'll be joining a respected, ambitious, and supportive firm known for delivering exceptional private client work. The team is recognised for its technical excellence, strong client service ethos, and collaborative culture. With a clear growth strategy, modern working environment, and an emphasis on professional development, the firm provides an ideal platform for an experienced Solicitor looking to take the next step in their career.
You will ideally bring 4+ years' experience in tax and estate planning, although candidates with slightly less experience will be considered where their background includes exposure to complex private client and high-value tax matters. You will demonstrate strong technical knowledge with an in-depth understanding of wills and associated legislation and solid knowledge of lasting powers of attorney. Expertise in trust law, including drafting and advising, inheritance tax planning and compliance would be preferential. You will also bring a proactive attitude and willingness to take on new challenges and proven ability to manage your own caseload and mentor junior colleagues. You'll also bring ambition and drive, with a desire to contribute to the department's development plan and uphold the team's excellent reputation for private client and tax work.
You'll be part of an outstanding private client team that values technical excellence, collaboration, and long-term professional development. The firm offers flexible hybrid working, a competitive salary and clear opportunities for progression into senior roles. This is an excellent opportunity to further your expertise in tax and estate planning within a forward-thinking team that genuinely prioritises work-life balance and career development.
If you're interested in this opportunity or would like a confidential discussion, please get in touch. If this role isn't quite right but you're considering a move, we'd still love to hear from you. We welcome applications from candidates outside the stated PQE where they can demonstrate the required level of technical ability.
Locations
Private Wealth Associate - Tax & Planning in Hampshire, Portsmouth employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Associate - Tax & Planning in Hampshire, Portsmouth
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in tax and estate planning. We want to see you confidently discuss your past cases and how you've tackled complex issues. This is your time to shine!
✨Prepare for Interviews
Do your homework before any interview! Research the firm’s values, recent achievements, and their approach to private client work. We suggest preparing some thoughtful questions to ask them too – it shows you're genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from candidates who are excited about joining our team and contributing to our growth in private wealth management.
We think you need these skills to ace Private Wealth Associate - Tax & Planning in Hampshire, Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the role of Private Wealth Associate. Highlight your expertise in tax and estate planning, and don’t forget to mention any relevant cases you've handled!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client work and how your background aligns with our firm's values. Be genuine and let your personality come through.
Showcase Your Technical Knowledge: We’re looking for someone with strong technical knowledge in wills, trusts, and tax planning. Make sure to include specific examples of your experience in these areas to demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding tax and estate planning. Familiarise yourself with the latest legislation around wills, trusts, and inheritance tax. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential expert in the field.
✨Show Your Experience
Prepare specific examples from your past work that highlight your experience with high-net-worth clients and complex tax matters. Be ready to discuss how you've managed your own caseload and mentored junior colleagues, as this aligns perfectly with what the firm is looking for.
✨Demonstrate Your Proactivity
The firm values a proactive attitude, so think of instances where you've taken the initiative in your previous roles. Whether it’s suggesting improvements in processes or taking on new challenges, showcasing your drive will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth strategy and how you can contribute to it. This not only shows your interest in the role but also your ambition to be part of their development plan. It’s a great way to demonstrate that you’re serious about making a long-term impact.