Private Client Advisory-Senior Associate-Sheffield

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

Our Benefits - What We Can Offer You

25 + days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.

Generous and flexible pension schemes.

Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)

Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim. 

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.