Private Client Associate or Partner

Job Ref: PSJ276152
Sector (PP or In-house): Private Practice
Practice Area: Private Client
Date Added: 31 August 2017
  • Buckinghamshire, England, UK & Channel Islands
  • £55,000 - £85,000 per Annum
  • Paul Shephard
  • 0121 200 5573

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My client is a leading national business that is looking to expand their Milton Keynes offering.

They are looking at an Associate / Partner level candidate to develop the business and take it forward in line with the rest of the business.

Your key duties will be:

  • To focus on developing the Private Client team at Milton Keynes through active networking internally and externally
  • Drafting and advising on trusts, whether created by will or by lifetime gift, including reviewing existing trusts and will statutes
  • Administering complex estates and trusts
  • Completing IHT 100 and 400 forms competently and confidently
  • To have the appropriate liaison with investment managers and brokers
  • Attending and running client meetings
  • Providing advice to clients on estates and capital taxes
  • Producing accounts for trusts, including trustee's minutes and executors meeting minutes
  • Prafting and filing income tax returns

You will be a confident and qualified Private Client solicitor with at least 5 years PQE or equivalent. You will also be eager to get involved in business development and perhaps even have a following.

If you would like to have a confidential discussion about the role, please do not hesitate to contact Paul Shephard at Chadwick Nott.

0121 200 5573

PaulShephard@Chadwicknott.co.uk

Chadwick Nott Ltd is acting as an Employment Agency in relation to this vacancy.