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- Tasks: Handle diverse cases in tax and estate planning for high-net-worth clients.
- Company: Join a respected firm known for exceptional private client work and collaboration.
- Benefits: Flexible hybrid working, competitive salary, and clear progression opportunities.
- Other info: Ideal for ambitious individuals looking to grow in a dynamic team.
- Why this job: Deepen your expertise while making a real impact in a supportive environment.
- Qualifications: 4+ years in tax and estate planning with strong technical knowledge.
The predicted salary is between 55000 - 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. We welcome applications from candidates outside the stated PQE where they can demonstrate the required level of technical ability.
Private Wealth Associate - Tax & Planning in 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 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 help you land that dream job.
✨Ace the Informational Interview
If you can, set up informational interviews with folks already working in private wealth or tax planning. This is a great way to learn more about the field and make a lasting impression. Plus, it shows your genuine interest in the role and the firm!
✨Showcase 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. Share specific examples of how you've tackled complex cases or contributed to team success. We want to see your passion shine through!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s make this happen together!
We think you need these skills to ace Private Wealth Associate - Tax & Planning in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with 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 makes you a perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Technical Knowledge: We’re looking for someone with strong technical knowledge, so be sure to include specific examples of your experience with wills, trusts, and tax planning. This will help us see your depth of understanding and how you can contribute to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our fantastic team!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding wills, trusts, and tax planning. Be prepared to discuss specific cases or legislation that you've worked with, as this will show your depth of understanding and experience in the field.
✨Show Your Proactive Side
During the interview, highlight instances where you've taken initiative in your previous roles. Whether it’s mentoring junior colleagues or leading a project, demonstrating your proactive attitude will resonate well with the firm’s collaborative culture.
✨Understand Their Values
Research the firm’s ethos and growth strategy. Be ready to articulate how your personal values align with theirs, especially around client service and professional development. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to complex private client matters and their plans for future growth. This not only shows your interest in the role but also gives you a chance to assess if the firm is the right fit for you.