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Associate – Succession and Tax

Succession and Tax

Bristol or Exeter

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We’re seeking to recruit a motivated and Private Client Associate to join our Succession & Tax team based from our Bristol or Exeter office, with flexible hybrid working. You will be joining a highly regarded and successful team with a strong reputation for high quality regional and national High Net Worth work. As part of our broader Private Wealth sector, you will begin to have some exposure to key client relationships, working in a collaborative and encouraging environment where you will be supported to further develop your expertise and profile.

What you’ll do

Working directly with Anna Parker as a senior member of the UK Succession & Tax team, you will be working on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors. Many of our clients own rural estates and the team works closely with our Farms, Estates and Rural Land specialist team to ensure the client receives the very best advice when they need it.

Focussing on getting to know and understand your client’s context and priorities in order to offer a premium advisory service to them in the long-term, you will work on complex non-contentious matters including wealth, estate and tax planning, trust advice, probate administration and drafting of wills as appropriate. We’re keen to ensure that you experience the right balance of independence and support to manage your own matters, and you’ll appreciate the importance of work being done at the right level in the best interests of the client. As part of the wider Private Wealth team with approximately 30 colleagues, you will be working alongside other specialist lawyers and benefit from trainee and paralegal support.

Tailored to suit your needs and experience to date, we will provide you with the opportunities to continue developing your skills. If you’re enthusiastic about business development – both for the team and the firm more widely – we will actively encourage you to engage with business development opportunities and take part in networks which are such an integral part of this area of practice. We’re passionate about partnering with clients to really understand what they want to achieve and how we can support them in this in order to build long lasting and rewarding relationships with them. We’ll encourage you to increase your commercial understanding of clients’ contexts through relevant insights and shared expertise to enable you to offer practical advice at the right time, on an ongoing basis.

In return for your commitment and motivation, we will offer you excellent career development opportunities, along with a combination of structured and flexible learning and development options to suit you as you progress. Through access to our Business Skills Academy, you’ll benefit from all the support you need to develop your confidence, networking and client facing skills, whilst continuing to develop your technical skills. By working together, we’ll ensure you have the right environment to flourish to help you achieve your longer-term career ambitions.

What we’re looking for

With an aptitude for the technical nature of private client work, and an enthusiasm for building lasting relationships with a range of clients, you have already gained good experience in a similar sized firm and are ready for the next step in your career. You will be a natural communicator with the proven ability to forge strong and effective relationships with clients, and you may have gained experience working specifically with high net worth clients already. You will understand and appreciate some of the considerations and issues our clients face, and have a commercial and pragmatic outlook to providing appropriate and well informed advice. Over time, you will have the opportunity to learn from senior lawyers in the team, who are ideally placed to support you in enhancing your commercial understanding, and how to proactively work with clients to meet their needs.

Being motivated to deliver an exemplary service to clients every day, you are keen to progress your career and already work with a degree of independence, which we will further support. In addition, you will be keen to share your knowledge with juniors in the team, providing them with support when needed as part of your own professional development and career progression. As you can tell, it’s important to us that you are team focussed, and enthusiastic about working collaboratively across the wider Private Wealth sector in order to seek out business opportunities whilst prioritising excellent client service.

This is a great opportunity if you’re keen to take the next step in your career and develop a more prominent profile with clients and referrers in the South region.

Our offer to you

In return for your efforts, you can expect considerable scope for personal, as well as professional, development. We encourage people to engage with our popular and well supported coaching and mentoring programmes, which connect you to people right across the firm and at every level. We create space for mental and physical wellbeing with our weekly Lifestyle Hour, along with 28 days’ annual leave (plus a day in your birthday month), private medical insurance (eligibility applies) and a sabbatical you can take every 5 years. You can also buy holiday, managing your benefits flexibly using our sophisticated portal to configure your total reward offer according to what you value most. As part of this, you can make ongoing or one-off donations to our charitable foundation and access our CSR programme where you can engage with community-based initiatives (as a team, or individually) twice a year, to give something back where you feel it matters.

For further details of our benefits packages, please visit the link attached – Our benefits | Foot Anstey

Successful applicants will be required to complete a pre-employment screening process which includes a financial integrity check and a DBS check. If you wish to discuss any issues or questions in connection with this, or anything else, please do speak in confidence with a member of the Talent Acquisition Team: [email protected]

Why Foot Anstey?

As one of the UK’s fastest growing law firms, Foot Anstey believes in helping our clients and people achieve their ambitions, unlocking new and exciting opportunities. Our team of business and legal advisors are motivated by understanding clients’ goals and collaborating with them and other advisers to deliver solutions.  By becoming our clients’ most trusted advisor, we are enabling them to achieve their ambitions. How we do it is just as important as what we do. Our values define the way we act with our clients and one another every day, and because of this we think our culture and environment sets us apart.

Over our history we’ve grown from a high-street firm to a significant regional and national player working with leading brands and individuals predominantly across seven key sectors: Private Equity, Retail & Consumer, Energy & Infrastructure, Islamic Finance, Developers, Private Wealth and Charities. Our strategy of gaining market share through meeting clients’ needs, investing in and developing high quality talent and using technology and innovation to enhance our services has led to significant growth. We now operate from nine locations: Bristol, Southampton, Exeter, Plymouth, Truro, Taunton and London, as well as a ‘hub’ bases in Oxford and Manchester.

Our people are central to our success, in every part of the business. We actively support our employees to achieve their aspirations through offering meaningful careers with balanced rewards, which have been carefully designed to focus on personal wellbeing. We offer continual opportunities for support and professional development through our Business Skills Academy and Digital Skills Academy and believe in empowering each other to achieve and strive to create a progressive and inclusive working environment. Being forward-thinking, we are open to discussing flexible working patterns for all of our vacancies, with over 40% of our existing employees having a permanent flexible working pattern. In addition, our impressive suite of flexible benefits will enable you to prioritise what matters most to you.

Creating a diverse and inclusive workplace is integral to delivering our strategy, and we were delighted to be awarded the National Equality Standard for a second time. We consider this to be right at the heart of our priorities and goes way beyond our policies – it’s something we consider across everything we do, from the make-up of our client teams, encouraging staff to reach their potential, through to our leadership. We aim to support our clients and our people to achieve their goals, regardless of background, gender, race, beliefs, sexuality or other non-work related factors. We champion aspiration and encourage it in everyone that works with us. As such we actively encourage applications from all suitably qualified people, regardless of any characteristics protected by law. If you apply for this role, you may be encouraged to answer our diversity and social mobility monitoring questions, so please be reassured that any answers you provide will remain entirely anonymous and confidential and will in no way impact your application.

Foot Anstey. Seriously Ambitious.

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