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- Tasks: Work on high-profile private client matters, including tax planning and succession strategies.
- Company: Top-tier law firm known for its innovative and inclusive culture.
- Benefits: Competitive salary, exceptional benefits, and flexible working arrangements.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 5+ years in private client law with strong expertise in tax and trusts.
- Other info: Collaborative environment that values professional growth and diverse perspectives.
The predicted salary is between 36000 - 60000 £ per year.
This top-tier law firm is a destination for the ambitious and imaginative, helping individuals, families, and businesses navigate change to secure a positive future. Known for its forward-thinking, flexible, and inclusive culture, the firm is committed to nurturing the potential of its people while fostering a collaborative and dynamic working environment. With a strong reputation for innovation and growth, the firm offers fresh perspectives to complex legal challenges, encouraging its lawyers to develop their expertise in a variety of fields.
The Tax, Trusts & Succession (TTS) team is seeking a Senior Associate (5+ years PQE) or CILEX professional to join its growing team in Bristol. This is an exciting opportunity for a motivated individual to work on high-profile, complex private client matters, including succession planning, tax-efficient strategies, and trust management for high-net-worth individuals and families. The role involves working on a wide range of issues, such as advising on wealth preservation, structuring land ownership, family business succession, and managing multi-jurisdictional matters. The team is known for its expertise in handling sophisticated wealth management and tax planning matters, and the successful candidate will have the opportunity to work on challenging and varied cases with a strong focus on long-term client relationships.
Recent Examples of Work:
- Advising trustees on the transfer of land to the next generation, while mitigating inheritance tax and preparing necessary documentation.
- Collaborating with a strategic land team to advise on structuring land ownership prior to entering into a promotion agreement.
- Assisting family business owners with the inheritance tax implications of transferring a business to their heirs.
- Providing pre-arrival UK tax planning advice to non-UK domiciled clients.
- Restructuring a Jersey trust holding UK property to ensure the wealth passes on to beneficiaries in multiple jurisdictions.
Why Join This Firm?
- Expertise across a full range of wealth management services, including tax advice, succession planning, trust administration, and family business governance.
- A supportive, flexible work environment with a culture that encourages professional growth and work-life balance.
- The opportunity to work on high-quality, complex matters with leading private client lawyers in the field.
- A collaborative culture that values diverse perspectives and fosters innovation in client service.
Who Is the Ideal Candidate?
- At least 5 years' post-qualification experience in private client law.
- Strong technical expertise in tax, trusts, and succession planning.
- A commercial, proactive approach to delivering legal advice that considers both legal excellence and clients' broader objectives.
- Exceptional interpersonal and communication skills, with the ability to engage effectively with clients and colleagues.
- Excellent organisational skills, with the ability to manage multiple priorities and deadlines.
The successful candidate will be a team player who thrives in a collaborative, dynamic environment and is committed to delivering exceptional client service and long-term results.
What's on Offer?
- Competitive salary and an exceptional benefits package, commensurate with experience.
- A diverse and stimulating workload, with the opportunity to take on increasing responsibility.
- Flexible working arrangements tailored to the individual's needs, alongside a supportive, inclusive team culture.
Private Client Senior Associate employer: JMC Legal Recruitment
Contact Detail:
JMC Legal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Associate
✨Tip Number 1
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 potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their culture and values. Think about how your experience aligns with their needs, especially in tax, trusts, and succession planning. Practice common interview questions so you can showcase your expertise confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Keep an eye on our listings and make sure your application stands out by tailoring it to the specific role you’re after.
We think you need these skills to ace Private Client Senior Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the role of a Private Client Senior Associate. Highlight your expertise in tax, trusts, and succession planning to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client law and how your experience can contribute to our dynamic team. Be genuine and let your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s a successful case or a complex project you managed, we want to see how you’ve made an impact in your previous roles.
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 during the process!
How to prepare for a job interview at JMC Legal Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of tax, trusts, and succession planning. Familiarise yourself with recent changes in legislation and be ready to discuss how they might impact high-net-worth clients. This will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your expertise in handling complex private client matters. Whether it's advising on wealth preservation or managing multi-jurisdictional issues, having concrete examples will demonstrate your capability and confidence.
✨Engage with the Culture
This firm values a collaborative and inclusive culture, so be prepared to discuss how you thrive in team environments. Share experiences where you've worked closely with colleagues or clients to achieve a common goal, showcasing your interpersonal skills.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions ready about the firm's approach to client service or their plans for growth in the TTS team. This shows your enthusiasm for the role and helps you gauge if the firm aligns with your career aspirations.
