Senior Associate – Wealth & Succession in London

Senior Associate – Wealth & Succession in London

London Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Howard Kennedy

At a Glance

  • Tasks: Manage diverse estates, liaise with clients, and support junior team members.
  • Company: Join Howard Kennedy, a forward-thinking firm committed to inclusivity.
  • Benefits: Enjoy competitive salary, 25 days holiday, private healthcare, and more.
  • Other info: Inclusive environment with opportunities for professional growth and mentorship.
  • Why this job: Make a real impact in estate planning while developing your skills.
  • Qualifications: Experience in estate administration and strong communication skills required.

The predicted salary is between 36000 - 60000 £ per year.

The role will involve:

  • The administration of a broad range of estates from the straightforward to complex estates with international aspects, including:
    • Liaising with Personal Representatives, ascertaining the assets and liabilities of the estate;
    • Assisting with new enquiries, speaking to clients and dealing with queries;
    • Supporting the estate accountant in preparing Estate Accounts;
    • Making applications for the Grant of Representation;
    • All aspects of post-grant administration;
    • Providing oversight and guidance to more junior team members, assisting with their knowledge development and ensuring quality and consistency in estate administration matters.
  • Wills, trusts and estate planning for UK and international clients;
  • Trust administration;
  • Preparation of Lasting Powers of Attorney and Court of Protection work.
  • With the support of Partners in the team, leading client relationships on selected matters, acting as a key point of contact and ensuring high levels of service delivery.
  • Contributing to business development initiatives, including attending networking events, contributing to thought leadership and identifying opportunities for cross-selling.
  • Assisting and mentoring more junior members of the team including Trainees, Paralegals, and Solicitors, with a focus on professional development and technical training.

About you

  • Ideally you will be able to demonstrate a range of experience as outlined above. In particular, administration of a broad range of estates from the straightforward to complex estates with international aspects;
  • A good level of tax knowledge necessary for administration of estates, tax efficient Will drafting and related issues;
  • Experience of advising UK domiciled and international clients on various aspects of estates planning;
  • Proven experience supervising and mentoring junior colleagues, with the ability to delegate effectively and support team development;
  • Strong intellectual and analytical abilities;
  • Excellent written and oral communication skills;
  • Experience of drafting and technical research;
  • The ability to take direction from senior members of the team and, where appropriate, to work independently, with an enthusiasm to develop your own skillset;
  • A proactive approach to client relationship management, with the ability to build rapport and trust with clients and intermediaries;
  • Good commercial understanding and ability to apply legal principles to client circumstances in a commercially aware manner;
  • Effective management of client expectations and high levels of client service;
  • Good organisational skills, record keeping and file management;
  • An organised and accurate approach to work.

At Howard Kennedy we believe that everyone deserves the space to thrive. We’re committed to creating an inclusive recruitment experience that reflects the diversity of both our people and our clients. We are proud to be an equal opportunities employer. We welcome applications from individuals of all backgrounds and identities, and we’re committed to ensuring that our recruitment process is fair, transparent, and accessible to all. We understand that every candidate’s needs are different. If there’s anything we can do to make your application journey more comfortable—whether for interviews, assessments, or onboarding—please let us know. We’ll work with you to remove any barriers and ensure our recruitment process is comfortable for you.

Contact our recruitment team to discuss any support you might need.

Benefits:

  • Competitive salary
  • 25 days annual holiday
  • Permanent Health Insurance
  • Life Assurance
  • Interest free Season Ticket Loan
  • Private Healthcare
  • Pension Scheme
  • Staff Introductory Scheme
  • Employee Assistance Programme

Senior Associate – Wealth & Succession in London employer: Howard Kennedy

At Howard Kennedy, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work environment. Our commitment to employee growth is evident through our mentoring programmes and professional development opportunities, ensuring that every team member can thrive in their career. Located in a vibrant area, we offer competitive benefits, including private healthcare and a generous holiday allowance, making us an attractive choice for those seeking meaningful and rewarding employment in the wealth and succession sector.

Howard Kennedy

Contact Details:

Howard Kennedy Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Associate – Wealth & Succession in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

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Apply Directly and Be Proactive

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We think you need these skills to ace Senior Associate – Wealth & Succession in London

Estate Administration
Tax Knowledge
Client Relationship Management
Wills and Trusts
Lasting Powers of Attorney
Court of Protection Work
Supervisory Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Howard Kennedy.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Howard Kennedy's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Howard Kennedy

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Howard Kennedy.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Howard Kennedy will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Howard Kennedy employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.