Accounting & Finance

Private Client Senior Associate

JMC Legal Recruitment

Birmingham · West Midlands · United Kingdom

Overview

In this role you support high net worth clients through sophisticated private wealth work within a large international firm. You will take ownership of complex matters in a boutique-style Private Client team, with direct visibility and a clear path to partnership. You will collaborate with cross-disciplinary colleagues to deliver joined-up advice and mentor junior lawyers. The role offers international exposure, a strong Birmingham platform, and the opportunity to shape the practice’s growth.

Pay / Benefits
  • Excellent benefits
  • Hybrid working
  • Competitive salary
  • Direct visibility with senior decision-makers
  • Room to build client following in Birmingham
  • International platform and collaboration
Responsibilities
  • Advise HNW/UHNW individuals and families on estate planning, succession and wealth preservation
  • Lead matters from outset with ownership and accountability
  • Coordinate with accountants, tax advisers, trustees, and HMRC to deliver integrated advice
  • Develop personal client relationships and raise profile in the Birmingham market
  • Supervise and mentor junior lawyers; contribute to strategic direction of the practice
  • Manage a busy, varied caseload across wills, trusts, estate administration, and tax planning
  • Handle cross-border matters within the firm’s international network
  • Involve in wealth structuring and cross-border estates
  • Provide governance on deputyship and Court of Protection matters
Key requirements
  • Qualified Solicitor with around 5 years PQE in private client
  • Track record advising HNW/UHNW individuals and families
  • Strong technical grounding in wills, trusts, estate administration, inheritance tax, LPAs, Court of Protection
  • Experience with complex estates involving business, agricultural, investment or property assets
  • Commercial mindset; able to manage client relationships directly
  • Capacity to handle a busy, varied caseload without compromising standards
  • Willingness to develop junior lawyers; ambitious for partnership
  • STEP qualification welcome but not required
  • Commercially minded
  • Strong relationship management
  • Mentoring and leadership
  • Wills drafting
  • Trusts creation and administration
  • Estate administration

Reference: WJ-747_31198810

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