Private Client Associate - Estate & Tax Planning in Birmingham
Private Client Associate - Estate & Tax Planning

Private Client Associate - Estate & Tax Planning in Birmingham

Birmingham Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise high-net-worth clients on estate and tax planning while managing a varied caseload.
  • Company: National law firm in Birmingham with a strong reputation.
  • Benefits: Generous holidays, well-being initiatives, and professional development opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' lives.
  • Qualifications: Experience with complex wills and trusts, plus a passion for business development.
  • Other info: Exciting career growth potential in a supportive environment.

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

A national law firm in Birmingham is seeking an Associate Solicitor to join their Private Client Advisory team. This role involves advising high-net-worth clients on estate and tax planning, managing a varied caseload from day one.

The ideal candidate will have strong experience with complex wills and trusts, and a passion for business development. Benefits include generous holidays and well-being initiatives.

Private Client Associate - Estate & Tax Planning in Birmingham employer: Irwin Mitchell

Join a leading national law firm in Birmingham, where we prioritise employee well-being and professional growth. As a Private Client Associate, you will benefit from generous holiday allowances and a supportive work culture that encourages business development and collaboration. Our commitment to your career advancement ensures that you will thrive in a dynamic environment while making a meaningful impact on high-net-worth clients' estate and tax planning needs.
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Contact Detail:

Irwin Mitchell Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Associate - Estate & Tax Planning in Birmingham

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work with high-net-worth clients. Attend industry events or webinars to meet potential employers and showcase your expertise in estate and tax planning.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of complex wills and trusts. We recommend practising common interview questions and scenarios related to private client advisory work. This will help you demonstrate your passion and expertise during the interview.

✨Tip Number 3

Showcase your business development skills! Think about ways you can bring in new clients or improve existing relationships. Be ready to discuss your ideas during interviews, as firms love candidates who can contribute to their growth.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to make a difference in the private client sector.

We think you need these skills to ace Private Client Associate - Estate & Tax Planning in Birmingham

Estate Planning
Tax Planning
Wills and Trusts
Client Advisory
Caseload Management
Business Development
Communication Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with complex wills and trusts. We want to see how your skills align with the needs of our Private Client Advisory team, so don’t hold back on showcasing your relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for estate and tax planning, and why you’re excited about the opportunity to work with high-net-worth clients. Let us know what makes you the perfect fit for our team.

Showcase Your Business Development Skills: Since we value business development, include examples of how you've successfully built client relationships or contributed to growth in previous roles. This will help us see your potential impact on our firm right from the start!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!

How to prepare for a job interview at Irwin Mitchell

✨Know Your Stuff

Make sure you brush up on your knowledge of estate and tax planning. Familiarise yourself with complex wills and trusts, as well as recent changes in legislation that could affect high-net-worth clients. This will show your potential employer that you're not just a good fit, but also genuinely interested in the field.

✨Showcase Your Experience

Prepare to discuss specific cases you've worked on that demonstrate your expertise in managing a varied caseload. Highlight any challenges you faced and how you overcame them. This will help the interviewers see your problem-solving skills in action.

✨Business Development Mindset

Since the role involves a passion for business development, think about ways you've contributed to client acquisition or retention in the past. Be ready to share ideas on how you could help grow their Private Client Advisory team. This shows initiative and aligns with their goals.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to private client advisory work and their future plans. This not only demonstrates your interest in the role but also gives you a chance to assess if the firm is the right fit for you. Remember, interviews are a two-way street!

Private Client Associate - Estate & Tax Planning in Birmingham
Irwin Mitchell
Location: Birmingham

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