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Associate - Private Wealth

Employer
Trowers & Hamlins
Location
Exeter, Devon
Salary
Competitive
Closing date
14 Jul 2024

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Vacancy Type
Solicitors – Private Practice
Contract Type
Permanent
Practice Area
Private Client
Experience Level
0-2yrs PQE, 2-5yrs PQE, 5+ yrs PQE
Role Classification
Lawyer

Job Details

Trowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Far East.  Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters.  We have leading practices in Corporate, Litigation, Tax, Banking and Finance, Real Estate and Private Wealth. 

We've always been proud of our natural commitment to equity, diversity and inclusion and value the variety of our partnership.  We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. Our strategic direction is shaped by a desire to grow our business in a way that is responsible and sustainable and has the principles of ESG at its core, guiding the way we operate firmwide.

Where you will work

Established in 1984 and located in the heart of the City our Exeter office has evolved into a full-service law firm and the first point of call for many corporate and individual clients in the South West and beyond.

Our Exeter office is home to a team of 157 staff, led by 24 partners. Our locally based lawyers have a deep understanding of what matters to clients in the South West. In turn, our clients choose us for our high levels of service, expertise, and value for money we can offer by utilising our regional teams.

We have an enviable reputation for bringing public, private and charity sectors together in innovative joint ventures. Our in-depth understanding of the public sector and the rules and regulations it operates within, as well as the commercial drivers for our private sector clients, means we can find practical and workable solutions, and do so efficiently and economically.

The Team

We work with a wide range of families, individuals, trustees, and those in the private wealth advisory sector. Each is unique, but what they all share is the need for practical advice to enable them to plan for the future and tackle arising challenges.

The team currently consists of 2 partners, 5 solicitors, 3 legal executives and 6 paralegals.

We have a proven track record of providing first class training and support to assist individuals in reaching their career goals.

The Role

As our department continues to grow, we have an opportunity for an Associate to join the team in Exeter.

Acting for individuals, companies and trusts both in the UK and internationally, we undertake all types of private client work including the preparation of Wills, Powers of Attorney, Domestic Trusts, Probate and income and capital tax planning. Internationally, we advise on residence and domicile planning and structuring both inbound and outbound. 

What you will be doing

The successful candidate will be expected to advise clients, with support where needed, in the following areas:

  • Estate and asset protection planning;
  • Drafting wills including tax efficient wills and those incorporating  trusts;
  • Creation of onshore trusts including drafting and advising;
  • Probate planning and Estate Administration;
  • Powers of attorney;
  • Court of Protection matters;
  • Pro-active participation in marketing initiatives;
  • Efficient file management skills and ensuring files are managed in compliance with Lexcel procedures;
  • Participating in firm-wide and departmental training sessions;
  • Training and development of junior legal staff.

What you will need

The firm has a Career Development Framework which sets out the competencies we expect of those at the Associate grade. In particular for this role we require:

  • Previous experience of the above matters;
  • Proven ability to take on responsibility and manage files, independently where appropriate;
  • Qualified solicitor (or equivalent) with at least 1-4 years PQE in private client work though NQs will be considered for those with relevant experience;
  • STEP member or willingness to complete STEP;
  • Excellent technical skills and innovative approach to their application;
  • Client management experience to include a good understanding of the financial disciplines required to be a successful fee earner;
  • Strong client focus and a commitment to service delivery;
  • Drive and enthusiasm;
  • An interest in marketing;
  • Ability to prioritise work effectively and meet deadlines;
  • Good communication skills both oral and written;
  • Commercial awareness and excellent financial management;
  • Flexibility and commitment;
  • A strong team player with an ability to work collaboratively with colleagues at all levels;
  • Credibility;
  • A positive and proactive attitude;
  • Solid academic record.

Trowers & Hamlins is an equal opportunities employer and values equity, diversity and inclusion. All applications will be considered on merit and the applicant's suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.

If you require any further information on any of our vacancies or would like to discuss any adjustments or additional support that you might need either during the recruitment process or after the offer stage, please feel free to contact our recruitment team on recruit@trowers.com

As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.

Company

Trowers & Hamlins is a City-led, international and national law firm with over 130 partners and 830 staff located across the UK, Middle East and Far East, we provide a full-service integrated offering.

Our clients operate in diverse industry sectors such as construction, transport and infrastructure, banking and financial services, distribution and logistics, education and health, hotels and leisure, defence, engineering and surveying, charities, retail and energy and natural resources. We also act for many high net worth individuals.

We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. The truth is we don't prescribe who you are or how you ought to be. It's what you can do that interests us most.

While the work on offer is rewarding and often complex, the qualities we look for are simple. The ability to get on with people from all walks of life, for example. To talk and to listen. To develop the sorts of relationships that mean you win the friendship and loyalty of clients and colleagues alike. In short, to connect. These are the characteristics our people all have in common. They are vital, as is the drive and imagination to use your unique talents to the full. We will help you in this. In fact, we will support you in every way we can.

Company info
Website
Telephone
+44 (0)20 7423 8000
Location
3 Bunhill Row
London
EC1Y 8YZ
GB

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