At a Glance
- Tasks: Support high net worth clients with estate and tax planning in a dynamic team.
- Company: Join a diverse and inclusive firm committed to social responsibility.
- Benefits: Enjoy 25+ days holiday, professional development, and a collaborative work environment.
- Other info: Be part of a team driving ambitious growth in Sheffield's Private Client market.
- Why this job: Make a real impact while growing your career in a leading Private Client team.
- 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.
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.
Responsibilities:- 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.
25+ days holidays as standard plus
Private Client Advisory-Senior Associate-Sheffield employer: Irwin Mitchell
Irwin Mitchell is an exceptional employer that prioritises a diverse and inclusive workplace, fostering a culture where employees can thrive. With a strong commitment to social responsibility and community engagement, our Sheffield team offers unique opportunities for professional growth while working on high-quality cases in Private Client Advisory. Employees benefit from generous holiday allowances, access to extensive resources, and the chance to develop their expertise in a supportive environment.
