Private Wealth Senior Associate

2 months ago


West Midlands, United Kingdom Gleeson Recruitment Group Full time

Senior Associate - Trusts and Estate Planning

An outstanding opportunity has emerged for a Senior Associate with a minimum of 6 years PQE to join a dynamic Trusts and Estate Planning team at a prominent legal firm.

About the Firm: The firm is a leading provider of legal and tax advice, specialising in various forms of family trusts. Catering to a diverse range of client needs, from tax and estate planning to asset protection, the firm's team is adept at preparing trust deeds, letters of wishes, and other essential documents throughout the life of a trust.

Key Responsibilities:

  1. Trust Establishment:
    • Advising clients on the establishment of family trusts for tax planning, estate planning, and other purposes.
    • Preparing comprehensive trust deeds and ancillary documents.
  2. Trustee Support:
    • Assisting family members in understanding and fulfilling their duties and responsibilities as trustees.
    • Providing guidance on the advantages of appointing professional trustees.
  3. Trust Management:
    • Managing trusts based on client preferences and circumstances.
    • Handling day-to-day trust management activities.
    • Preparing trust accounts and overseeing annual tax compliance.
  4. International Tax Planning:
    • Providing advice on offshore trusts, addressing international tax planning concerns.

Requirements:

  • Experience: Minimum 6 years PQE with a strong background in trusts and estate planning.
  • Skills: Excellent legal and tax knowledge related to family trusts.
  • Client Management: Ability to advise and guide clients on trust-related matters.
  • Team Collaboration: Working collaboratively with other team members to achieve objectives.
  • Professionalism: Displaying a high level of professionalism and integrity.

Why Join the Firm:

  • Impactful Work: Contribute to the success of clients by providing crucial legal and tax solutions.
  • Dynamic Team: Work with a dynamic and experienced team passionate about trusts and estate planning.
  • Career Growth: Opportunities for professional development and career progression.

If you are an experienced Senior Associate looking to make a significant impact in trusts and estate planning, the firm welcomes your application. Join this exciting journey by applying now.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.



  • West Midlands, United Kingdom REALM RECRUIT Full time

    Unlock Your Potential as a Private Client Principal AssociateAre you a driven and ambitious professional looking to take your career to the next level? Do you have a passion for private client work and a desire to make a real impact in the field? We have an exciting opportunity for a Senior-level professional to join our client's client-wealth preservation...


  • West Midlands, United Kingdom REALM RECRUIT Full time

    Unlock Your Potential as a Private Client Principal AssociateAre you a driven and ambitious professional looking to take your career to the next level? Do you have a passion for private client work and a desire to make a real impact in the field? We have an exciting opportunity for a Senior-level professional to join our client's client-wealth preservation...


  • West Midlands, United Kingdom REALM RECRUIT Full time

    Unlock Your Potential as a Private Client Principal AssociateAre you a driven and ambitious professional looking to take your career to the next level? Do you have a passion for private client work and a desire to make a real impact in this field? We have an exciting opportunity for a Senior-level professional to join our client's private client team as a...


  • West Midlands, United Kingdom REALM RECRUIT Full time

    Unlock Your Potential as a Private Client Principal AssociateAre you a driven and ambitious professional looking to take your career to the next level? Do you have a passion for private client work and a desire to make a real impact in this field? We have an exciting opportunity for a Senior-level professional to join our client's private client team as a...


  • West Midlands, United Kingdom REALM RECRUIT Full time

    Private Client Principal Associate OpportunityWe are seeking a highly skilled and ambitious Senior-level professional to join our client-wealth preservation team as a Private Client Principal Associate/Legal Director. This role offers a unique opportunity for progression to partnership and is an instrumental part of our firm's commitment to preserving...

  • Senior Solicitor

    4 weeks ago


    West Devon, United Kingdom Jameson Legal Full time

    Private Wealth Department OpportunityJameson Legal is seeking an experienced senior solicitor to join their prestigious private wealth department. This exciting opportunity invites a generalist private client solicitor to assist in overseeing the overall department.Key ResponsibilitiesProvide innovative ideas to drive the department's growth and...

  • Senior Solicitor

    4 weeks ago


    West Devon, United Kingdom Jameson Legal Full time

    Private Wealth Department OpportunityJameson Legal is seeking an experienced senior solicitor to join their prestigious private wealth department. This exciting opportunity invites a generalist private client solicitor to assist in overseeing the overall department.Key ResponsibilitiesProvide innovative ideas to drive the department's growth and...


  • West Midlands, United Kingdom REALM RECRUIT Full time

    **Role Overview**We are seeking a highly skilled Senior Private Client Solicitor to join our team at Realm Recruit. As a key member of our private client department, you will be responsible for spearheading our client-wealth preservation team and providing guidance to junior colleagues.This is an exceptional opportunity for an ambitious individual to...

  • Senior Solicitor

    4 weeks ago


    West Devon, United Kingdom Jameson Legal Full time

    Private Wealth Department OpportunityJameson Legal is seeking an experienced senior solicitor to join their prestigious private wealth department. This exciting opportunity invites a generalist private client solicitor to assist in overseeing the overall department, providing fresh ideas and training the team.Key Responsibilities:Supervise a team of over 30...

  • Senior Solicitor

    4 weeks ago


    West Devon, United Kingdom Jameson Legal Full time

    Private Wealth Department OpportunityJameson Legal is seeking an experienced senior solicitor to join their prestigious private wealth department. This exciting opportunity invites a generalist private client solicitor to assist in overseeing the overall department, providing fresh ideas and training the team.Key Responsibilities:Supervise a team of over 30...


  • West Midlands, United Kingdom Gleeson Recruitment Group Full time

    Senior Associate - Trusts and Estate PlanningA dynamic opportunity has emerged for a Senior Associate with a minimum of 6 years PQE to join a prominent legal firm's Trusts and Estate Planning team.About the FirmThe firm is a leading provider of legal and tax advice, specialising in various forms of family trusts. Catering to a diverse range of client needs,...


  • West Midlands, United Kingdom Gleeson Recruitment Group Full time

    Senior Associate - Trusts and Estate PlanningA dynamic opportunity has emerged for a Senior Associate with a minimum of 6 years PQE to join a prominent legal firm's Trusts and Estate Planning team.About the FirmThe firm is a leading provider of legal and tax advice, specialising in various forms of family trusts. Catering to a diverse range of client needs,...


  • West Sussex, United Kingdom JMC Legal Recruitment Full time

    **Are you a Senior Private Client Solicitor looking to join a market-leading/Legal 500 ranked team in West Sussex with an unrivalled presence across the South East? Due to continued growth, this top 200 law firm is now looking to grow with the addition of a Private Client Associate or Senior Associate in their Horsham office.** **The Firm** **This top-tier...


  • West Midlands, United Kingdom REALM RECRUIT Full time

    Apply now Huge opportunity for progression to partnership Exceptional flexibility A supportive culture with strong investment in staff development An instrumental opportunity has arisen for an ambitious individual in a highly respected firm known for its extensive private client work. Our client is seeking a Senior-level professional to spearhead their...


  • South West, United Kingdom JMC Legal Recruitment Full time

    **This firm has an outstanding reputation nationwide with many of their existing Partners recommended in Chambers & Legal 500 giving you the opportunity to join a very high-profile senior management team.** **In order to expand further, they are seeking a Private Client Solicitor 3 years PQE to join their Poole office.** **The Firm** This...


  • England, West Yorkshire, Leeds, West Yorkshire, UK, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Our client, a full-service national law firm, is seeking a Private Client Solicitor/Associate with with 3-5 years PQE to join their Private Client team in Leeds who are recongised by Chambers & Partners and Legal 500.The successful candidate will be involved with the following:estate planning, including the preparation of complex wills and lifetime trusts...

  • Senior Solicitor

    2 weeks ago


    West Devon, United Kingdom Jameson Legal Full time

    About the RoleWe are seeking an experienced Senior Solicitor to join our Private Wealth Department as a Team Lead. The ideal candidate will have a strong background in private client law, with a focus on High Net Worth Individuals (HNWIs).Key ResponsibilitiesOversee the overall department, providing guidance and support to the team.Assist in the training and...


  • West Yorkshire, United Kingdom Sellick Partnership (Legal) Limited Full time

    We are seeking a highly skilled Private Client Solicitor/Associate to join our team at Sellick Partnership (Legal) Limited in Leeds. The ideal candidate will have 3-5 years PQE and experience in dealing with a range of private client matters, including estate planning, tax-efficient business structures, and wealth protection.The successful candidate will...


  • Brierley Hill, West Midlands, United Kingdom Higgs LLP Full time

    About Higgs Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community. Our approach to our people draws on enjoyment, health & wellbeing, developing talent, technical excellence, training, reward and recognition. With over two...


  • West Sussex, United Kingdom Henderson Scott UK Full time €70,000

    Senior Associate Private Client Lawyer- West Sussex Law Firm Are you an experienced Private Client Lawyer ready to step into a senior role with future progression to Head of Department? Our client, a highly-rated law firm in West Sussex, is looking for a Senior Associate Private Client Lawyer to join their growing team in Horsham. The firm has developed...