Senior Private Client Associate - Legal 200, Reading [5 PQE+]

Stonor Legal; England; Hybrid; GBP 50,000 - 90,000; Full time

Job description

New: Senior Private Client Associate - Berkshire

Our client is a highly respected Legal 200 firm with an excellent reputation for their Private Client practice who frequently lead on high-profile, and high-value, matters including complex estate administration; offshore trusts; tax concerns and wills and probate issues.

Due to growth, an opportunity has arisen for an ambitious Senior Private Client Associate [5 PQE+] to join their team in Reading and play an integral role in the future development of the practice.

The successful candidate will be expected to manage their own caseload of private client files including Wills, Lasting Powers of Attorney, Inheritance Tax Planning and also elderly client matters.

In addition to handling your own caseload of files you will be expected to support other members of the team as well as play a key role in business development and networking to enhance the profile of the firm and department in general.

The successful individual will have strong technical skills and possess excellent business development skills along with the initiative to work under minimal supervision.

You will also have strong communication skills and good client management qualities.

Skills and Attributes

• Outstanding communication
• Confident in handling your own caseload
• Excellent organisational skills – particularly diary, file and time management
• Ability to use initiative
• A friendly, positive and proactive approach
• IT skills including Outlook, Word & Excel
• Approachable and empathetic
• Team player

Skills, Experience and Attributes

• Associate with extensive experience of matters including probate, Wills, trusts and tax, CGT work, declarations of trust, court of protection, Deputyships and LPAs
• Undertake fee earning work, working both independently, with minimal supervision and as a member of the team.
• Maintain existing relations with the firm’s clients and assist and help develop new relationships with third party referrers.
• Work closely with other departments within the firm on joint projects.
• Participate in the growth and future development of the department, assisting in building the client base and marketing the Firm’s services.
• Comply with the Firm’s policies in the carrying out of duties and to assist Partners and other fee earners in achieving a smooth output of work.
• Achieve agreed financial targets, both in respect of fee income and the recording of chargeable hours.
• Adhere to all FJG policies, procedures and requirements – this includes maintaining the client database and following compliance regulations
• Keep legal knowledge up to date and continue personal and professional development

The private client team is a critical part of the firm’s business and the work undertaken by the team represents a significant % of the firm’s turnover.

You’ll work together with bright, enthusiastic team members on complex matters, as well as working closely with colleagues across the firm, whether building on strong ties with our family and contentious trusts groups, or providing a holistic client service working alongside our corporate and corporate tax teams.

Representative cases include:

• Working closely with a wealthy local family to assist them with succession and tax planning over many generations
• Advising a long-standing client on the inheritance tax aspects on the reorganisation of his fund management business to enable new talent to be incentivised and brought into the business
• Dealing with a complex international probate where the deceased had assets in the UK, Portugal and Thailand.
• Working alongside a very successful entrepreneur (net wealth £250m+) to consider a complex trust history for part of the business and whether this structure should be revised in light of current circumstances.
• Advising on generational estate and trust planning for landed estate clients.

The Personal Tax, Trusts & Charities team undertakes the full spectrum of private client work, key areas being:

• Succession planning through Wills and trusts, including cross border estate planning
• All aspects of inheritance tax, capital gains tax, and income tax planning in relation to individuals and trusts
• Probate and administration of estates and trusts, including domestic and international estates Wealth structuring and planning for UK and non-UK domiciled clients
• Advising fiduciaries and beneficiaries on UK and offshore trusts and other structures Tax planning for entrepreneurs and business owners

You will ideally have a minimum of 5 PQE+ years private client experience and have trained with a highly regarded city, regional or national firm with excellent academics.

You can also expect to work closely with a number of business families advising on existing structures set up for the management and governance of the family business, its interaction with family trusts and associated estate planning measures.

A competitive financial package is on offer + hybrid flexibility + generous benefits.

To apply, please submit your CV via the link below or contact: [e-mail]