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

Private Client Associate: Wealth & Estate Planning in Cheltenham

Cheltenham Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert advice on estate planning and work with clients on land transfers.
  • Company: Leading law firm in Cheltenham with a collaborative and innovative culture.
  • Benefits: Career progression opportunities in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in wealth and estate planning.
  • Qualifications: 2-5 years of relevant experience with strong communication and interpersonal skills.
  • Other info: Exciting opportunity to grow your career in a respected legal firm.

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

A leading law firm in Cheltenham is seeking an Associate to join their Tax, Trust & Succession team. In this role, you will provide expert advice on estate planning, work with clients on land transfers and inheritance tax, and contribute to a collaborative and innovative culture.

The ideal candidate will have 2-5 years of relevant experience and demonstrate strong communication, organizational, and interpersonal skills. This position offers an opportunity for career progression in a supportive environment.

Private Client Associate: Wealth & Estate Planning in Cheltenham employer: Michelmores

Join a prestigious law firm in Cheltenham that values collaboration and innovation, offering a supportive environment for Private Client Associates focused on Wealth & Estate Planning. With a commitment to employee growth, you will have access to career progression opportunities while working alongside experienced professionals dedicated to providing expert advice on estate planning. Enjoy a dynamic work culture that fosters strong communication and interpersonal skills, making it an excellent place for meaningful and rewarding employment.
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Contact Detail:

Michelmores Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Associate: Wealth & Estate Planning in Cheltenham

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work in wealth and estate planning. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of tax, trust, and succession laws. We want you to feel confident discussing these topics, so practice common interview questions and scenarios related to estate planning.

✨Tip Number 3

Showcase your communication skills! During interviews, be clear and concise when explaining complex concepts. Remember, the ability to simplify legal jargon is key in this role, so let your personality shine through.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.

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

Estate Planning
Inheritance Tax
Land Transfers
Communication Skills
Organizational Skills
Interpersonal Skills
Collaborative Skills
Innovative Thinking
Client Management
Tax Law Knowledge
Attention to Detail
Problem-Solving Skills
Career Progression Awareness

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your relevant experience in estate planning and tax law. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth and estate planning and how you can contribute to our collaborative culture. Keep it engaging and personal.

Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors – we love attention to detail!

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’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Michelmores

✨Know Your Stuff

Make sure you brush up on the latest trends in wealth and estate planning. Familiarise yourself with key concepts like inheritance tax and land transfers, as well as any recent changes in legislation that might affect your clients.

✨Showcase Your Experience

Prepare to discuss specific cases or projects you've worked on that relate to estate planning. Highlight your 2-5 years of relevant experience by sharing examples that demonstrate your problem-solving skills and how you've successfully navigated complex client situations.

✨Communicate Clearly

Since strong communication skills are essential for this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your ability to explain complex legal concepts in an understandable way.

✨Emphasise Teamwork

This position values collaboration, so be ready to discuss how you've worked effectively within a team. Share examples of how you've contributed to a positive team culture and how you can bring that collaborative spirit to their Tax, Trust & Succession team.

Private Client Associate: Wealth & Estate Planning in Cheltenham
Michelmores
Location: Cheltenham
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  • Private Client Associate: Wealth & Estate Planning in Cheltenham

    Cheltenham
    Full-Time
    36000 - 60000 Β£ / year (est.)
  • M

    Michelmores

    200-500
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