Private Client Associate

Job Description

If you are looking for a new challenge but still want to have good quality work and be in an environment where client service is key, within a supportive team, look no further

They have many connections within the local area and beyond and are widely respected and often the “go to” trusted advisers.

You shall have around 4 year’s private client post qualifying experience which should include:

Trust creation and management
Tax Planning with a particular focus on IHT including reliefs such as APR & BPR
Executry administration
Powers of Attorney and Guardianships
Wills

Ideally you shall be STEP qualified, working towards qualification or willing to work towards qualification. You shall be supported to achieve this.

You will enjoy working together with colleagues and contribute to the ongoing success and development of the team. You shall also be someone who thrives on client contact and will have a natural flair and empathy for clients.

This role offers a competitive salary and generous benefits. The role is ideally for someone looking to work full time, but consideration shall be given for someone looking to work more flexibly.

Please contact Deborah Collier at QED Legal on the details provided for a confidential discussion.