At a Glance
- Tasks: Join our Private Client team to provide bespoke legal advice on trusts and estate planning.
- Company: A people-first firm in Cambridge, dedicated to career progression and work/life balance.
- Benefits: Enjoy competitive salary, bonuses, flexible working, birthday off, and comprehensive wellbeing support.
- Other info: Opportunities for networking and personal development await you!
- Why this job: Make a real impact while building professional connections in a supportive environment.
- Qualifications: 8+ years PQE with experience in tax returns; SFE/STEP membership is a plus.
The predicted salary is between 48000 - 84000 £ per year.
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• Providing bespoke estate planning advice to mid to HNW clients
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• Preparing complex Wills for mid to HNW clients
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• Preparing Lasting Powers of Attorney for mid to HNW clients
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• Dealing with the administration of taxable and non -taxable estates
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• Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
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• Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
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• Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law
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• Providing business succession planning to business owners including sole traders, partners, and shareholders
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• Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning
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• Attending networking events to build firm reputation and develop professional connections
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Requirements<\/h3>• 8+ years PQE<\/p>• Experience preparing self -assessment tax returns <\/p>• SFE and/or STEP membership (highly desirable) <\/p>• Excellent attention to detail, organisational and communication skills <\/p>• Great time management skills <\/p>• Self -motivated, outgoing and proactive<\/p>• Professional and works well both independently and in a team<\/p>• Calm under pressure <\/p><\/div><\/span>Benefits<\/h3><\/div>Competitive salary plus bonus. Our client recognises hard work. <\/span><\/li>Holidays. 26 days plus bank holiday<\/li>Flexibility: Our client is open to suggestions, and wants you to work in a way that works for you! <\/li>Birthday Off<\/li>Pension Contributions <\/li>Life insurance<\/li>Income protection <\/li>Vitality health insurance. <\/li>Medicash healthcare cash plan<\/li>Wellbeing support. We’re passionate about wellbeing, including Calm premium, 24/7 employee helpline and general lifestyle assistance.<\/li><\/ul><\/div><\/span>
Senior Associate - Private Client in Cambridge employer: Themis Recruit
Join a dynamic fee-sharing firm that excels in family law, dedicated to providing exceptional legal services to high net worth and ultra high net worth clients. With a strong emphasis on collaboration and innovation, this firm offers a flexible work environment, ample opportunities for professional growth, and the chance to lead your own team while being supported by a network of top legal professionals.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate - Private Client in Cambridge
✨Tip Number 1
Network actively within the legal community, especially in Cambridge. Attend local events or seminars related to private client law, trusts, and taxation to meet potential colleagues and clients. Building relationships can significantly enhance your chances of being noticed for this role.
✨Tip Number 2
Consider joining professional organisations such as STEP or SFE if you haven't already. Membership can not only boost your credibility but also provide access to exclusive networking opportunities and resources that are highly relevant to the Senior Associate position.
✨Tip Number 3
Stay updated on the latest developments in estate planning, taxation, and trust law. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the field and your ability to provide high-quality legal advice.
✨Tip Number 4
Prepare to discuss your previous experiences with complex wills and estate administration during interviews. Be ready to share specific examples of how you've successfully navigated challenges in these areas, showcasing your expertise and problem-solving skills.
We think you need these skills to ace Senior Associate - Private Client in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in trusts, taxation, and estate planning. Use specific examples from your previous roles to demonstrate your expertise and how it aligns with the responsibilities of the Senior Associate position.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for providing bespoke legal advice. Mention your 8+ years PQE and any relevant memberships like SFE or STEP. Explain why you are interested in this role and how you can contribute to the firm's success.
Highlight Relevant Skills:In your application, emphasise your attention to detail, organisational skills, and ability to work both independently and as part of a team. These qualities are essential for the role and should be clearly articulated.
Showcase Networking Experience:If you have attended networking events or built professional connections in the legal field, mention these experiences. This demonstrates your proactive approach and commitment to developing the firm's reputation.
How to prepare for a job interview at Themis Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, taxation, and estate planning. Be prepared to discuss specific cases or scenarios where you've successfully navigated these areas, as this will demonstrate your expertise.
✨Showcase Your Experience
With 8+ years PQE required, highlight your relevant experience in preparing complex Wills and Lasting Powers of Attorney. Use examples from your past roles to illustrate how you've provided bespoke advice to high-net-worth clients.
✨Demonstrate Team Spirit
This role involves supporting team members on complex matters. Be ready to share examples of how you've collaborated with colleagues in the past, showcasing your ability to work well both independently and as part of a team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, career progression opportunities, and their approach to work/life balance. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
