Associate Private Client

Posted 8 April by Ideal Personnel and Recruitment Solutions Easy Apply

Our client has a vacancy for an Associate with a proven record of building business to join the Milton Keynes office. The successful individual will work closely with the Private Capital Group and the wider team at Milton Keynes to develop the Private Client offering at the office and produce high quality legal services to clients on all aspects of private client work.

Your key duties will be:

  • to focus on developing the Private Client team at Milton Keynes through active networking internally and externally
  • drafting and advising on trusts, whether created by will or by lifetime gift, including reviewing existing trusts and will statutes
  • administering complex estates and trusts
  • completing IHT 100 and 400 forms competently and confidently
  • to have the appropriate liaison with investment managers and brokers
  • attending and running client meetings
  • providing advice to clients on estates and capital taxes
  • producing accounts for trusts, including trustee’s minutes and executors meeting minutes
  • drafting and filing income tax returns
  • giving clear advice in correspondence and in person
  • promoting the private client practice with clients and contacts
  • carrying out legal research
  • drafting and registering lasting Powers of Attorney
  • running management of affairs files where partner is appointed Attorney or Deputy
  • completing applications to the Court of Protection to include the appointment of deputies
  • supervising one junior team member
  • maintaining confidentiality at all times
  • undertaking any other ad hoc duties that may be required as directed

Skills and experience you will have:

  • significant experience in all aspects of Private Client work and proven business development skills
  • a STEP qualification or be working towards one
  • some previous experience in managing or supervising others

Key competencies you will need:

  • a willingness and enthusiasm to get involved in business development activities
  • motivation to take up a challenge at an exciting time
  • some previous experience in managing or supervising others
  • ideally strong connections to and a knowledge of the local market place

About you - you will be:

  • self-motivated and with a desire to succeed
  • tidy, well organised and motivated
  • able to self-manage and take ownership of problems
  • highly enthusiastic, willing to go the extra mile and be happy to go beyond the job description
  • respectful towards others and have a positive, willing and 'can do’ attitude
  • keen to learn, interested in driving your own career progression and be proactive in taking ownership of this

Due to the large number of responses we receive it is not always possible to respond to every application. We will only contact those candidates short-listed for this role. If you have not heard from us within 7 days please assume you have been unsuccessful on this occasion. If you wish to apply for further roles please do so. We will retain your details on file and contact you should a suitable vacancy become available.

Reference: 33192735

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