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- Tasks: Advise high-net-worth clients on wills, trusts, and succession planning with empathy.
- Company: Join a growing team in a supportive and collaborative law firm.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional development.
- Other info: Be part of a dynamic team with excellent career growth potential.
- Why this job: Make a real difference in clients' lives during key moments with your expertise.
- Qualifications: 5+ years PQE, experience with high-net-worth clients, and strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
With a team of 20, including 4 Partners and 6 full members of STEP working across our West Yorkshire offices, our Private Wealth and Succession (PWS) team continues to grow. We advise high‑net‑worth individuals, business owners, and families with complex personal, business, and international assets. Our work is varied, interesting, and often important at key moments in our clients’ lives, whether that’s planning for the future or guiding them through estate administration with clarity and care.
The role involves appointing an experienced solicitor to join our Bradford team at either the Associate or Director level. You’ll support our Partners in managing the firm and play an active role in maintaining the high standards we set, leading by example and supporting more junior colleagues. You’ll be a key part of the Private Wealth team, advising clients across wills, trusts, succession planning, estate administration, LPAs, capacity issues, and tax matters.
Day to day, this will include:
- Drafting wills
- Advising on succession planning
- Preparing trust documents
- Handling TRS compliance
- Drafting LPAs
- Managing estate administration matters, including Deeds of Variation
You’ll guide clients through what can be a challenging time with clarity and empathy. If you join as a Director, you’ll also contribute to business strategy, build relationships internally and externally, and take a leading role in developing junior team members and internal practices. You’ll also be encouraged to get involved in business development and contribute to the continued success of the firm.
What we’re looking for:
- Experience (or a strong understanding) of working with high-net-worth clients and/or business owners
- At least 5 years’ PQE, and ideally STEP membership
- A collaborative and flexible approach, with experience supporting more junior colleagues
- Strong organisation, clear communication, and a friendly, approachable style
- Ability to show empathy and sensitivity with clients
This role is part of our hybrid working model.
If this sounds like the right opportunity for you, please send your CV and a covering email, including your current salary, to Neil Towse (neiltowse@schofieldsweeney.co.uk).
Associate/director, private wealth & succession in Bradford employer: Schofield Sweeney LLP
Contact Detail:
Schofield Sweeney LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate/director, private wealth & succession in Bradford
✨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 or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with someone from the firm, make sure to highlight your experience with high-net-worth clients and complex asset management. We want to see how you can bring value to our team, so share those success stories!
✨Be Ready for the Interview
Prepare for your interview by brushing up on key topics like wills, trusts, and estate administration. We love candidates who can discuss these areas confidently and show they’re ready to hit the ground running!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Associate/director, private wealth & succession in Bradford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role. Highlight your experience with high-net-worth clients and any relevant qualifications, like STEP membership, to catch our eye!
Craft a Compelling Covering Email: Your covering email is your chance to shine! Use it to explain why you’re the perfect fit for our Private Wealth and Succession team. Don’t forget to mention your current salary as requested!
Showcase Your Soft Skills: We value empathy and clear communication just as much as technical skills. Make sure to include examples of how you've supported junior colleagues or handled sensitive client situations in your application.
Apply Through Our Website: While you can send your application via email, we encourage you to check out our website for more details about the role and the firm. It’s a great way to get a feel for our culture and values before applying!
How to prepare for a job interview at Schofield Sweeney LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of private wealth and succession law. Familiarise yourself with the key areas mentioned in the job description, like wills, trusts, and estate administration. Being able to discuss these topics confidently will show that you're serious about the role.
✨Show Your Empathy
Since this role involves guiding clients through challenging times, it's crucial to demonstrate your ability to empathise. Prepare examples from your past experiences where you've shown sensitivity and care in client interactions. This will highlight your suitability for the position.
✨Highlight Your Leadership Skills
Whether you're applying for the Associate or Director level, be ready to discuss how you've supported junior colleagues in the past. Share specific instances where you've led by example or contributed to team success, as this aligns with the firm's values.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to business development and team dynamics. This not only shows your interest in the role but also gives you a chance to assess if the company culture fits your style. Plus, it demonstrates your proactive attitude!