Private Client Graduate/Assistant

Are you a driven and ambitious finance or legal graduate looking to start a rewarding career working with high-net-worth individuals and families for an award-winning firm based in Chesterfield? A business that prides itself on delivering exceptional advice and bespoke services to its private clients across various matters, including tax, estate planning, trusts, and wealth management. As a Graduate in the Private Client team, you’ll work alongside experienced advisors, receive structured training, and gain exposure to various client work from day one.

• Competitive salary + full study support ( CTA or STEP) + additional employee benefits.
• A working environment where teams feel supported, developed, and happy in their careers.
• A growing firm with ambition and enthusiasm for providing an excellent client service.

Duties to include:

• Supporting the delivery of tailored advice to individuals, families, and trusts.
• Conducting research and preparing reports on tax and estate matters.
• Assisting with the administration of estates, trusts, and succession plans.
• Liaising with clients, HMRC, and other professional advisors.
• Working closely with senior team members on high-profile client cases

The person:

• A 2:1 degree or above in Law, Accountancy, Business, or a related field is required.
• Excellent communication and interpersonal skills are essential.
• Strong attention to detail and a proactive attitude are essential.
• A genuine interest in private client work and a desire to build a long-term career in the field,
• A willingness to learn and grow within a collaborative team.