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Private Client Associate
2 weeks ago
**Job title**:Private Client Senior Associate/Managing Associate
**Team**:Private Wealth
**Reporting to**:Head of Department
**Based**:Cardiff
**Contract Type**:Permanent, full-time
**Hours**: Monday - Friday, 9-5.30pm
**Ince & Co.**
There is more to just providing legal advice and strategic guidance. We are here to help our clients seize new opportunities that stimulate growth. We put our hearts and energy into building meaningful, lasting relationships and are passionate about connecting people.
If you are looking for a challenging and fulfilling career in a supportive, inclusive and high-performance work environment where everyone has the opportunity to realise their potential, Ince could be the firm for you.
As a global law firm, we recognise that everyone has a part to play in realising our vision. We aim to have a “One Firm; One Team” mind-set in everything we do, where everyone in the firm is treated with respect and equal value. We thrive on the challenges our work brings, but it’s important to us that our people have time to make the most of life outside of work too.
**Private Client Associate / Managing Associate**
We have an excellent opportunity for a dedicated and ambitious Private Client Senior/Managing Associate to join our Private Client department in our central Cardiff office. You will likely have around 7 years PQE, preferably with a following and ideally have a good network of referrers externally. Support will be provided by the wider Cardiff, Bristol and London teams, including Paralegals, Administration Assistants and legal PA’s.
**Requirements and previous experience**
- Preparation of Wills, including those creating IPDI, Vulnerable Persons and Discretionary Will Trusts;
- Estate administration, including complex, taxable estates, excepted estates, and post-death disclaimers and variations;
- Foundation and administration of Trusts, IHT, CGT and succession planning;
- Preparation of Lasting Powers of Attorney (LPAs) and the registration of LPAs and Enduring Powers of Attorney;
- Trust management, including assisting with tax affairs and accounts;
- Liaising with case managers, medical professionals, surveyors and other specialists;
- Creating and monitoring client’s budgets and liaising with investment managers to ensure fund sustainability;
- Attend clients at hospitals, in their home and care/nursing homes (as required);
- Day-to-day contact with clients;
- Able to demonstrate a clear understanding of the client's aims and objectives, together with being able to meet and advise clients, helping them decide the best course of action;
- Able to demonstrate a high level of competence in the above aspects of Private Client work and able to identify the relevant legal issues applicable to a matter or a transaction;
- Taking client calls and meetings successfully and producing/recording effective telephone notes and attendance notes and conducting effective case and transaction management to progress client matters;
- Drafting legal documents in plain language that is clear, concise and makes best use of precedents including knowing how to save time and costs;
- Participating in business generation activities including identifying and attending appropriate networking opportunities; and
- Working with IFAs, brokers and accountants to ensure clients are given a fully considered approach.
**Person specification**
- Exceptional communication, presentation and problem-solving skills, both verbal and written, with excellent interpersonal skills, great attention to detail and an ability to communicate professionally and respectfully with clients and third parties with whom you interact.
- Proven multi-tasker, who can demonstrate the ongoing use of initiative.
- Team player but self-motivated and able to work autonomously and pro-actively. We would expect you to play an active role within the team and support other team members during busy times.
- Used to delivering against short deadlines, accurately and a proven ability to prioritise and manage a varied workload.
- Able to demonstrate experience liaising pro-actively with third parties professionally.
- Excellent time management, organisational and administrative skills. We would expect you to demonstrate an understanding/awareness of good financial health, working capital and regular billing and refer matters as necessary in a timely fashion to a supervisor.
**Benefits**
- Salary is competitive
- Competitive fee-earner bonus
- 25 days annual leave including the opportunity to buy and sell holiday
- Private Health Insurance
- Life Assurance at 4x Salary
- Income Protection Cover
- Optical Care vouchers and many more benefits and discounts
**We are an equal opportunities employer and ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race.**
**A note to recruitment agencies: we like to recruit utilising
