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- Tasks: Join our Private Client team and advise high-net-worth individuals on estate and tax planning.
- Company: A top-tier law firm known for exceptional client service and a supportive culture.
- Benefits: 25 days holiday, flexible pension schemes, and paid volunteering days.
- Why this job: Be part of a dynamic team making a real impact in clients' lives.
- Qualifications: Experience in complex estate matters; STEP qualification preferred.
- Other info: Join a diverse workplace committed to social responsibility and well-being.
The predicted salary is between 28800 - 48000 £ per year.
We’re looking for a talented individual to join our Private Client team in Southampton or Chichester, working alongside Naomi Neville, Head of Lifetime and Estate Planning on the South Coast and National Market Lead for Business Wealth. You’ll be joining a highly respected team, ranked in both Legal 500 and Chambers High Net Worth, delivering exceptional client service across the region. Our team is busy and engaged, with a strong pipeline of high-quality work, giving you the opportunity to step straight into a varied and rewarding caseload from day one.
If you enjoy being part of a successful, friendly, and high-performing environment, this could be the ideal next step in your career. Our top-tier team advises high-net-worth individuals and families on all aspects of estate, tax, and succession planning, working collaboratively across multiple offices as part of a strong national practice. As we continue to grow, you’ll benefit from significant support across the firm to help you further develop your practice and play a key role in the expansion of our private client offering on the South Coast.
About You
- Strong experience advising on complex and high-value matters, including wills, lifetime trusts, deeds of variation, powers of attorney, and estate administration.
- Ideally STEP qualified or working towards qualification.
- Skilled in lifetime IHT planning and taxation of trusts and estates.
- Strong financial discipline and ability to collaborate with other teams and external professionals.
- Enthusiastic about business development and building strong client and referrer relationships.
- A team player with a passion for growth and innovation.
We’re proud of our values, and we’re looking for people who share them:
- To be pioneering with an imaginative outlook
- To be approachable and caring
- To be tenacious in the pursuit of our objectives
- To be efficient in the provision of our services
- To work with a foundation of integrity.
If this sounds like you, we’d love to receive your application.
Our Benefits - What We Can Offer You
- 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
- 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 also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re 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 Wellbeing for Large Organisations for 2024!
- 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. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.
Associate - Private Client Group in Chichester employer: Irwin Mitchell
Contact Detail:
Irwin Mitchell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate - Private Client Group in Chichester
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with complex matters like wills and trusts. Share specific examples of how you've tackled challenges in the past – it’ll show them you’re the real deal!
✨Be Enthusiastic
Let your passion for private client work shine through! Employers love candidates who are genuinely excited about the role and the team. Show them you’re ready to contribute to their success and grow alongside them.
✨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.
We think you need these skills to ace Associate - Private Client Group in Chichester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Associate role. Highlight your experience with high-value matters and your passion for client service, as these are key to impressing us.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills in estate planning and taxation can benefit our team. We love seeing real examples of your work and how you’ve made a difference.
Be Authentic: Let your personality shine through! We’re looking for team players who share our values. Share your enthusiasm for business development and how you build relationships with clients and referrers.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any updates from 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 planning, wills, and trusts. Familiarise yourself with the latest trends in tax and succession planning, as well as any recent changes in legislation that could impact high-net-worth clients.
✨Show Your Passion
Demonstrate your enthusiasm for business development and building client relationships. Think of examples from your past experiences where you've successfully engaged with clients or contributed to team growth, and be ready to share these during the interview.
✨Emphasise Teamwork
Since this role involves collaboration across multiple offices, highlight your ability to work well in a team. Share specific instances where you've worked with others to achieve a common goal, especially in high-pressure situations.
✨Align with Their Values
Familiarise yourself with the company's values and be prepared to discuss how you embody them. Whether it's being pioneering, approachable, or tenacious, having concrete examples ready will show that you're a great cultural fit for their team.
