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Associate
2 weeks ago
An opportunity has arisen for an Associate or Senior Associate to join our Private Client team in Oxford.
Our Private Client team advises a wide range of clients, including: high net worth individuals, business owners and trustees at various stages in their professional and personal lives. Our team can ensure clients' affairs are arranged in a way which caters for individual wishes and needs and takes into account tax mitigation opportunities.
We are looking for someone to help grow and develop the Department whilst maintaining a consistent level of excellent client service.
As the team grows, we are looking for a lateral hire at Associate or Senior Associate level, with a proven track record of technical excellence, with a particular focus on Trusts & Estate planning, and advising on capital taxes.
Duties will include:
- Manage a caseload of Private Client files, dealing effectively with cases and transactions including Trusts & estate planning as well as capital taxes
- Raise personal profile and attract delegated work; take responsibility for aspects of BD projects within the department
- Research and draft articles and assist with the production of marketing materials
- Spot opportunities to cross sell and build an internal network within the firm for cross referred work.
- Be effective and efficient in delivery of work on own matters, ensuring matters are profitable and work is resourced at the right levels.
- Build effective relationships with own clients and / or referrers by exceeding client service expectations and where appropriate, support partners on the management and development of larger key clients.
- Agree services being provided to clients with a clear basis for charging and pricing
- Supervise and coach others within the team, delegating work appropriately and ensuring quality output
- Help to manage department and cross functional projects and initiatives, taking specific responsibility and accountability
- Continue to develop yourself, setting challenging personal goals, aligned to the CDF, leadership behaviours and RWK values
- Develop a clear understanding of department KPIs and performance and your personal contribution towards these.
**Skills, Experience and Attributes**
- Qualified Solicitor or CILEx of 10 PQE plus
- Clear business plan for growth proposition within the department
- Substantial previous experience within a Private Client focussed team, with a particular emphasis on trust & estate planning and capital taxes
- Ability to manage a small team
