Private Client Associate: Estate & Wealth Planning in England
Private Client Associate: Estate & Wealth Planning

Private Client Associate: Estate & Wealth Planning in England

England 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 planning and complex matters.
  • Company: National law firm with a supportive and collaborative culture.
  • Benefits: Professional growth opportunities and a focus on teamwork.
  • Why this job: Join a top-tier team and make a real difference for clients.
  • Qualifications: Experience in complex matters and a STEP qualification or working towards one.
  • Other info: Dynamic environment with a strong commitment to client service.

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

A national law firm seeks a talented individual for their Private Client team in Southampton or Chichester. The successful candidate will advise high-net-worth clients on estate planning, with opportunities for professional growth in a supportive environment.

Ideal candidates will have experience in complex matters and a STEP qualification or be working towards one. With a strong commitment to client service and teamwork, this role is a chance to be part of a top-tier team focused on delivering exceptional outcomes.

Private Client Associate: Estate & Wealth Planning in England employer: Irwin Mitchell

Join a prestigious national law firm that values its employees and fosters a collaborative work culture in the vibrant locations of Southampton or Chichester. With a strong emphasis on professional development, you will have access to mentorship and training opportunities, enabling you to excel in advising high-net-worth clients on estate planning. The firm's commitment to client service and teamwork ensures that you will be part of a top-tier team dedicated to delivering exceptional outcomes.
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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 & Wealth Planning in England

✨Tip Number 1

Network like a pro! Reach out to professionals in the estate and wealth planning field, especially those who are already part of firms you admire. Attend industry events or webinars to make connections that could lead to job opportunities.

✨Tip Number 2

Showcase your expertise! Prepare a portfolio or case studies that highlight your experience with complex matters. This will not only demonstrate your skills but also give potential employers a glimpse of what you can bring to their team.

✨Tip Number 3

Practice your interview skills! Mock interviews with friends or mentors can help you articulate your thoughts clearly and confidently. Focus on how your commitment to client service aligns with the values of the firm you're applying to.

✨Tip Number 4

Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your talents. Plus, it shows you’re genuinely interested in joining our top-tier team.

We think you need these skills to ace Private Client Associate: Estate & Wealth Planning in England

Estate Planning
Client Advisory
High-Net-Worth Client Experience
STEP Qualification
Complex Matter Handling
Client Service Commitment
Teamwork
Professional Growth Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in estate planning and any relevant qualifications, like a STEP qualification. We want to see how your skills align with the needs of our Private Client team.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client service and teamwork, and explain why you’re excited about the opportunity to work with high-net-worth clients. We love seeing genuine enthusiasm!

Showcase Your Experience: When detailing your experience, focus on complex matters you've handled in the past. We’re looking for candidates who can demonstrate their ability to navigate challenging situations and deliver exceptional outcomes.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!

How to prepare for a job interview at Irwin Mitchell

✨Know Your Stuff

Make sure you brush up on estate and wealth planning concepts. Familiarise yourself with the latest trends and regulations in the field, especially those relevant to high-net-worth clients. This will show your potential employer that you're not just qualified but genuinely interested in the role.

✨Showcase Your Experience

Prepare specific examples from your past work that highlight your experience with complex matters. Think about challenges you've faced and how you overcame them, particularly in client service. This will help demonstrate your problem-solving skills and commitment to delivering exceptional outcomes.

✨Emphasise Teamwork

Since this role is all about collaboration, be ready to discuss how you've worked effectively within a team. Share instances where you contributed to a group project or supported colleagues in achieving a common goal. This will resonate well with the firm's focus on teamwork.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to estate planning and client service. Inquire about opportunities for professional growth and how they support employees working towards their STEP qualification. This shows your enthusiasm for the role and your desire to grow within the company.

Private Client Associate: Estate & Wealth Planning in England
Irwin Mitchell
Location: England
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  • Private Client Associate: Estate & Wealth Planning in England

    England
    Full-Time
    36000 - 60000 £ / year (est.)
  • I

    Irwin Mitchell

    1000+
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