
Senior Associate - Private Client 8+PQE
- Kingston upon Thames
- Permanent
- Full-time
- Conduct of own caseload under line management of supervising partner
- Strong focus on business development to include networking, article writing, cross-departmental relationship building, developing referrer relationships such as accountants, wealth managers, trust companies etc
- Excellent financial management including time recording and billing to reach annual targets.
- Participation in firm wide cohort and other events
- To provide a high quality service to all Russell-Cooke clients
- To develop and maintain good client relationship skills, gaining clients’ confidence and that of other professionals
- Receive requests for advice from current and potential clients and deciding on the most appropriate responses to make to these requests
- Establishing what needs to be done to solve a client’s problems
- Qualify into and maintain professional development in a professional body such as STEP, ATT or similar
- Support internal procedures and systems of Russell-Cooke including file and financial management
- Participate in team meetings
- Attend internal training and external training as and when required
- Read journals and attend courses as part of continuing professional development
- Maintain high standards of professional conduct while generating adequate practice income, ensuring that the fees earned sufficiently exceed total costs and expenses incurred
- Degree level 2:1 and ideally commendation at LPC level
- Highly numerate, IT literate, with excellent working knowledge of Excel.
- Evidence of interest in, and commitment to, the success of the firm.
- Relevant experience within a professional services firm.
- Understanding of and commitment to Russell-Cooke’s values and ethos which can be seen at
- Excellent communication both written and verbal - the role involves liaison with internal and external people at a senior level
- A self-starter, able to demonstrate high levels of initiative and motivation, but also work closely with other team members and display trust, loyalty and integrity.
- The successful candidate will be highly organised with an ability to manage assigned tasks in an assertive, efficient and timely manner
- Good interpersonal skills, demonstrating professionalism in all dealings
- Excellent attention to detail and a positive professional attitude
- Must be able to multitask and keep calm under pressure
- The flexibility to work outside normal office hours as may be required from time to time.