At a Glance
- Tasks: Join a dynamic team advising high-net-worth individuals on tax and estate planning.
- Company: Trowers & Hamlins, a leading international law firm with a commitment to diversity.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Join a collaborative team with excellent training and growth opportunities.
- Why this job: Make a real impact in private wealth management while growing your career.
- Qualifications: Qualified solicitor with 6+ years' experience in private client work.
The predicted salary is between 60000 - 80000 £ per year.
Trowers & Hamlins is a City‑led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Asia, our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi‑jurisdictional matters. We have leading practices in Corporate, Litigation, Tax, Banking and Finance, Real Estate and Private Wealth.
We've always been proud of our commitment to equity, diversity and inclusion and value the variety of our partnership. Our strategic direction is shaped by a desire to grow our business in a responsible and sustainable way, guided by the principles of ESG.
This is an exciting opportunity for an experienced Senior Associate to join a small international private wealth team with excellent clients and ambitions for growth. The Private Wealth team is led by Partner, Richard Jordan and includes 4 further partners based across our UK and international offices. The group advises a wide range of individuals and families, family offices, wealthy families and private wealth advisors on matters involving tax, wealth planning, structuring and philanthropy.
The purpose of this role is to work directly with our Private Wealth Partners to provide a first‑class service to clients and assist in the future development of the group. Acting for HNWIs, family offices, trustees and organisations servicing the private wealth sector both in the UK and internationally, we undertake all types of private client advisory and implementation work. The role is focused on international and cross‑border tax and estate planning, acting for clients with widespread multi‑jurisdictional elements to their business and personal affairs.
We work with a wide range of families, individuals, trustees, and those in the private wealth advisory sector. Each is unique, but what they all share is the need for practical advice to enable them to plan for the future and tackle arising challenges. We have a proven track record of providing first class training and support to assist individuals in reaching their career goals.
As our department continues to grow, we have an opportunity for a Senior Associate to join the team in Birmingham. Acting for individuals and trusts both in the UK and internationally, you will undertake all types of private client work including:
- Estate and asset protection planning
- Drafting wills including tax efficient wills and those incorporating trusts
- Creation of onshore trusts including drafting and advising
- Powers of attorney
- Court of Protection matters
- Pro‑active participation in marketing initiatives
- Efficient file management skills and ensuring files are managed in compliance with Lexcel procedures
- Participating in firm‑wide and departmental training sessions
What you will need:
- Previous experience of the above matters
- Proven ability to take on responsibility and manage files
- Qualified solicitor (or equivalent) with at least 6 years' PQE in private client work
- STEP member or working towards a STEP qualification is strongly desired
- Strong client focus and a commitment to service delivery
- Commercial awareness and excellent financial management
- A strong team player with an ability to work collaboratively with colleagues at all levels
- Solid academic record
Trowers & Hamlins is an equal opportunities employer and values equity, diversity and inclusion. All applications will be considered on merit and the applicant's suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non‑binary), Race, Disability, Religion and sexual orientation.
Senior Associate - Private Wealth in Birmingham employer: Trowers & Hamlins
Trowers & Hamlins is an exceptional employer, offering a dynamic work culture in the heart of Birmingham where collaboration and professional growth are highly valued. Employees benefit from a range of perks including an annual bonus scheme, medical insurance, and discounted gym memberships, all while working in a supportive environment that encourages excellence and attention to detail.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate - Private Wealth in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in private wealth. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your expertise! Prepare a few case studies or examples of your past work in private client advisory. When you get the chance to chat with potential employers, these real-life stories will make you stand out.
✨Tip Number 3
Be proactive! Attend industry events and seminars related to private wealth and tax planning. Not only will you learn a lot, but you'll also meet key players in the field who might just be looking for someone like you.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us at Trowers & Hamlins. It shows initiative and enthusiasm, which we really value.
We think you need these skills to ace Senior Associate - Private Wealth in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Senior Associate role. Highlight your expertise in private wealth, tax planning, and any relevant international experience to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about private wealth and how your background makes you a perfect fit for our team. Don't forget to mention your commitment to equity, diversity, and inclusion!
Showcase Your Achievements:When detailing your experience, focus on your achievements rather than just responsibilities. Use metrics or examples to illustrate how you've successfully managed files or provided exceptional client service in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Trowers & Hamlins
✨Know Your Stuff
Make sure you brush up on the specifics of private wealth law, especially around estate planning and tax-efficient wills. Familiarise yourself with Trowers & Hamlins' recent cases or initiatives in this area to show your genuine interest and understanding.
✨Showcase Your Experience
Prepare to discuss your previous experience in private client work, particularly any international or cross-border matters you've handled. Be ready to share specific examples that highlight your ability to manage complex files and provide first-class service to clients.
✨Emphasise Teamwork
Trowers & Hamlins values collaboration, so be prepared to talk about how you've worked effectively within a team. Share instances where you’ve contributed to marketing initiatives or participated in training sessions, showcasing your commitment to growth and teamwork.
✨Align with Their Values
Familiarise yourself with the firm's commitment to equity, diversity, and inclusion. Be ready to discuss how these values resonate with you and how you can contribute to fostering an inclusive environment within the team.
