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.