Job description

Private Client Advisory-Senior Associate-Sheffield (6299)

Your Role and What You'll Be Doing

This is an integral role to support with and drive the ambitious growth plan of our Sheffield team. 

The team advises high net worth individuals and families on the legal and tax aspects of estate and succession planning and tax planning. 

You will have exposure to great quality work, access to one of the largest national Private Client teams in the UK and the resources that brings, as well as the freedom to develop and pursue areas of interest within Private Client matters.

 

About You

We are looking for a Senior Associate, with:

  • A solid background of advising on, implementing and running complex wills, lifetime trusts, deeds of variation, powers of attorneys and estate administration;
  • STEP qualified or working towards the STEP qualification;
  • Be experienced in advising on lifetime IHT planning and on the taxation of trusts and estates and their general administration;
  • Be able to demonstrate strong financial disciplines and the ability to work collaboratively with other teams and external professionals;
  • It would also be beneficial to have an aptitude for business development with established client and referrer relationships as well as a drive to continue to aid the growth and development of the wider team, and a good understanding of the Sheffield Private Client Market

 


 
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Location
Sheffield
Riverside East, 2 Millsands, Sheffield, Yorkshire, United Kingdom, S3 8DT
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We're proud of our values, and we're looking for people who share them

  • Sub-Department:
    Private Client Advisory
  • Sub-Division:
    Private Client Group
  • Company:
    IM LLP
  • Working Hours:
    Full Time
  • Vacancy Type:
    Permanent
  • Location:
    Sheffield
  • Salary:
    Competitive
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