Associate/Senior Associate - Private Client (Probate)

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Posted 30+ days ago
Contract Type:
Private Practice
Reference Number:
30+ days ago
Private Client (Probate) Associate / Senior Associate - Birmingham A full time, permanent role based in any of the firms regional offices. We have an exciting opportunity for an Associate or Senior Associate to join a growing, thriving Private Client team at a national, multi award winning law firm in Birmingham. If you are the kind of individual who can compassionately and professionally assist families throughout a sensitive and daunting process, making the process as painless and smooth as possible, then this is a fantastic opportunity for you to join a firm at the prime end of the market. Join a company who are committed to providing an inclusive and supportive working environment and are happy to consider flexible working arrangements. This attitude to flexible working ensures they can continue to provide outstanding service to clients, whilst allowing you to develop your careers in the knowledge that personal priorities will remain just that. ROLE The distribution of assets and establishing or re-structuring trusts under a will Applications for grants of representation Advice regarding post death variations Estate and succession planning Inheritance tax calculations Inheritance tax and capital gains tax Complex Will drafting Establishment of trusts Trustee powers and duties. ABOUT YOU Essential Previous experience in a similar Private Client role Minimum 2 years PQE+ with experience gained at a large regional or City firm advising high net worth individuals. Experience of running your own files, including financial management. Ideally, you will have completed/be working towards completion of the STEP Diploma. Ability to build strong relationship with clients, potential clients and multipliers Solid previous experience of preparing sets of accounts for probates and trusts Desirable STEP qualification Accounting qualification BENEFITS Generous salary (DOE) and bonus Generous bonus Generous pension including the option to salary sacrifice 5 weeks' annual leave and the option to buy or sell a week each year Extra day of leave for special occasions & commitments Bonus week leave every 11th year of continuous service Enhanced maternity, paternity and adoption pay Income protection after two years' service Life assurance with the choice of covering between two and 10 times annual basic salary Confidential employee assistance programme providing guidance on every day issues to more complex matters and both telephone and face to face counselling. If this role is of interest and you meet the pre-requisite experience, please send your CV to
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