At a Glance
- Tasks: Advise high-net-worth individuals on estate planning and tax matters.
- Company: Irwin Mitchell Group is committed to social responsibility and diversity.
- Benefits: Enjoy 25 days holiday, flexible pension schemes, and paid volunteering days.
- Other info: Successful applicants must complete an employment screening process.
- Why this job: Join one of the largest national Private Client teams in the UK.
- Qualifications: Must be STEP qualified or working towards it with experience in complex wills.
The predicted salary is between 50000 - 60000 £ per year.
Our responsible business programmes are fundamental to who we are and our purpose. We're committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim. Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are.
Your role is an integral part of supporting and driving the ambitious growth plan of our Birmingham team. The team advises high-net-worth individuals and families on the legal and tax aspects of estate and succession planning and tax planning. You will have exposure to high-quality work, access to one of the largest national Private Client teams in the UK, and the freedom to develop and pursue areas of interest within Private Client matters.
Qualifications
- A solid background of advising on, implementing and running complex wills, lifetime trusts, deeds of variation, powers of attorneys and estate administration.
- STEP qualified or working towards the STEP qualification.
- Experience advising on lifetime IHT planning and on the taxation of trusts and estates and their general administration.
- Strong financial disciplines and the ability to work collaboratively with other teams and external professionals.
- Aptitude for business development with established client and referrer relationships, and a drive to continue to aid the growth and development of the wider team.
Benefits
- 25 days of holiday plus bank holidays – you can buy up to 35 hours of extra holiday.
- Generous and flexible pension schemes.
- Volunteering days – two days of volunteering every year for a cause of your choice (fully paid).
- Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.
- We offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to ensure you are fully supported.
- This includes our Flexible by Choice programme, which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
We have been ranked in the Best Workplaces for Well-Being for Large Organisations for 2024!
Solicitor-PCA-Birmingham (6301) employer: Irwin Mitchell
Irwin Mitchell Group, located in Birmingham, offers a supportive environment with a focus on social responsibility. Employees benefit from well-being initiatives and a flexible working programme, contributing to their recognition as a Best Workplace for Well-Being in 2024.
