At a Glance
- Tasks: Support high net worth clients with estate and tax planning while driving team growth.
- Company: Join a diverse and inclusive firm committed to social responsibility and community investment.
- Benefits: Enjoy 25+ days holiday, flexible pension schemes, and paid volunteering days.
- Other info: Collaborative culture with opportunities for personal and professional development.
- Why this job: Make a real impact in a dynamic environment with access to top-tier resources.
- Qualifications: Experience in complex wills and trusts; STEP qualification preferred.
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. It is made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.
Responsibilities
- This is an integral role to support and drive the ambitious growth plan of our Sheffield 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 resources that brings, as well as 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 in 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, a drive to continue to aid the growth and development of the wider team, and a good understanding of the Sheffield Private Client Market.
Benefits
- 25+ days holidays as standard 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;
- Wide range of wellbeing initiatives, including a flexible by choice programme that gives colleagues more choice over a hybrid way of working subject to role, team and client requirements.
Private Client Advisory-Senior Associate-Sheffield employer: Irwin Mitchell
Irwin Mitchell is an exceptional employer that prioritises diversity, inclusion, and social responsibility, making it a fantastic place for professionals in the Private Client Advisory sector. Located in Sheffield, our team offers a supportive work culture with ample opportunities for personal and professional growth, including access to one of the largest national Private Client teams in the UK and the flexibility to pursue individual interests within the field. With generous benefits such as extensive holiday options, volunteering days, and a focus on employee wellbeing, we are committed to fostering an environment where our colleagues can truly thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Advisory-Senior Associate-Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Irwin Mitchell. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Advisory-Senior Associate-Sheffield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Irwin Mitchell.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Irwin Mitchell's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Irwin Mitchell
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Irwin Mitchell.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Irwin Mitchell will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Irwin Mitchell employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
