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

Private Client Associate: Estate & Wealth Planning in London

London 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: Join a national law firm with a supportive Private Client team.
  • Benefits: Professional growth opportunities in a collaborative environment.
  • Why this job: Be part of a top-tier team delivering exceptional client outcomes.
  • Qualifications: Experience in complex matters and a STEP qualification or working towards one.
  • Other info: Strong commitment to client service and teamwork is essential.

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 London 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 achieving 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 London

✨Tip Number 1

Network like a pro! Reach out to professionals in the estate planning field, attend relevant events, and connect with people on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.

✨Tip Number 2

Prepare for interviews by researching the firm and its values. Understand their approach to client service and teamwork, and be ready to discuss how your experience aligns with their goals. We want to see your passion shine through!

✨Tip Number 3

Showcase your expertise! Bring examples of complex matters you've handled in the past to the interview. This will demonstrate your capability and give us confidence in your skills as a Private Client Associate.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our top-tier team in Southampton or Chichester.

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

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 reflects your experience in estate planning and any relevant qualifications, like a STEP qualification. We want to see how your background aligns with the needs of our Private Client team.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for client service and teamwork. Tell us why you’re excited about the opportunity to work with high-net-worth clients and how you can contribute to our top-tier team.

Highlight Relevant Experience: When detailing your experience, focus on complex matters you've handled in the past. We love to see examples of how you've successfully navigated challenges in estate and wealth planning.

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 from our team!

How to prepare for a job interview at Irwin Mitchell

✨Know Your Stuff

Make sure you brush up on estate planning and wealth management concepts. Familiarise yourself with recent changes in laws and regulations that could affect high-net-worth clients. This will show your potential employer that you're not just qualified, but genuinely interested in the field.

✨Showcase Your Experience

Prepare to discuss specific cases or scenarios where you've successfully navigated complex matters. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your problem-solving skills and how you can add value to their team.

✨Emphasise Teamwork

Since this role involves working closely with others, be ready to talk about your experiences in collaborative environments. Share examples of how you've contributed to a team’s success and how you handle conflicts or differing opinions. This will highlight your commitment to teamwork.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to client service and professional development opportunities. This shows that you’re not only interested in the role but also in how you can grow within the company. It’s a great way to demonstrate your enthusiasm for being part of their top-tier team.

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

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

    Irwin Mitchell

    1000+
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