Associate / Senior Associate – Private Wealth and Succession Planning
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Executive summary
We are looking for a new Tax specialist role to be an integral part of the Private Wealth and Succession Planning department. The successful person will be assisting the two Directors in relation to Tax and Planning matters for Private Clients both UK and non- UK resident domiciled.
Key responsibilities but not limited to:
Advising HNW/ UNHW on tax affairs and structuring assets appropriately to mitigate income tax, CGT and IHT.
Drafting and advising on; FICS and FLLPs, off-shore structures whilst dealing with HMRC.
Estate Planning including cross jurisdictional matters and Trusts.
Building and maintaining strong working relationships with the firm’s existing and prospective clients.
Partaking in Business Development and developing a reputation for being a specialist in the field.
Supporting the development of junior lawyers in the team. Delegating effectively and supervising when required.
Experience in working with/advising HNW/UNHW on their tax affairs and structuring assets appropriately to mitigate income tax, CGT and IHT.
Knowledge and practical experience of drafting and advising on; FICS (and FLLPs), off-shore structures, dealing with HMRC, estate planning including cross-jurisdictional matters and Trusts.
Assist the directors in relation to Tax and Planning matters for Private clients both UK and non-UK resident/domiciled.
Personal attributes
Consistency.
Ability to stay calm under pressure.
Sensitivity and discretion handling employee and business data and information.
Strong organisational skills.
The ability to manage and prioritise multiple tasks running in parallel with tight deadlines.
Flexible as regards to time and duties.
Flexibility towards new technologies and changes in working practices.
Ability to interact with people at all levels.
Perm/FTC
Permanent
Salary
Competitive
Working Pattern
Hybrid
Business Development and Marketing Assistant
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Executive summary
Our highly regarded and growing Business Development and Marketing team is looking for a new Assistant. The successful candidate will work alongside three Senior Business Development & Marketing Executives, working closely with the Head of Business Development & Marketing and other senior staff members. The Assistant will help to manage and improve the co-ordination administration and delivery of initiatives and events across the firm adding value to the business as well as our clients.
Key responsibilities
Business Development
Assist the Senior Business Development and Marketing Executives to deliver plans to grow new and existing business.
Co-ordinate team processes and cycles to ensure delivery deadlines are met.
Provide fee-earners with efficient support, with a keen awareness that our most precious resource is fee earner time.
Help the team execute campaigns, initiatives and projects in the course of the year that increases the number of companies we have contact with and builds our relationship with buyers of legal services (mix of new and existing)
Support the onboarding of new joiners through coordinating new headshot photos, business cards and newsletter entries.
Provide practical support to the production of the weekly Gazette (our internal newsletter) and manage contributions from across the firm.
Marketing and Digital
Work with other members of the team to ensure all marketing collateral has a consistent look and feel in keeping with Lawrence Stephens branding guidelines and ensure that website and intranet content is accurate, spell-checked, and up-to-date.
Maintain lists for MBD activity and ensuring relevant follow-ups are actioned. · Co-ordinate LinkedIn updates with our PR agency and monitor the outputs.
Co-ordinate regular firmwide social media posting schedule.
Co-ordinate website updates and respond to ad hoc requests from across the firm regarding website content, ensuring consistency across website pages.
Events
Assist in the execution of an agreed program of events for designated go to market groups, ensuring external events meet business objectives.
Provide practical support for the organisation and execution of firmwide events, held internally and externally.
Attend and project manage all key events with the support of the Senior Business Development & Marketing Executives where necessary.
Help source venues, agree dates and coordinate logistics for all events, including working to a budget and negotiation of costs and contracts with suppliers.
Project manage the production and delivery of event materials, such as invites, sales materials, and follow up mailings.
To support the Senior Business Development & Marketing Executives assess the value of each event in terms of ROI and ensure all opportunities from internal events are monitored and followed up.
Perm/FTC
Permanent
Salary
Competitive
Working Pattern
Hybrid
Executive Assistant to MD and COO
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Executive summary
We are looking for a highly organised and proactive Executive Assistant to provide comprehensive support to our Managing Director (MD) and Chief Operating Officer (COO). The ideal candidate will be adept at managing multiple priorities, possess excellent communication skills, and have a strong background in administrative duties.
Key responsibilities
Assist with managing diaries and arranging appointments (both internal and external).
Use judgement when scheduling meetings to determine purpose and minimum time required.
Coordinate logistics for meetings, including preparing agendas and minutes.
Manage preparation for meetings, including collation of documentation required.
Arrange calls, meetings, lunches and dinners on behalf of the MD and COO.
Forward planning and thinking of requirements before and after meetings.
Use judgement to manage workload issues; take ownership of enquiries and ensure other issues are referred/delegated to the appropriate person and dealt with in a timely fashion.
Handle confidential documents and communications with discretion.
Providing general typing or document work as required.
Manage electronic filing systems with occasional use of the firm’s practice management system, Practice Evolve.
Facilitate smooth communication between internal departments and members of senior management team; demonstrating leadership to maintain credibility, trust, and support.
Conduct research and compile data, reports and presentations to inform decision-making by senior leadership.
Liaise with clients and business guests with professionalism and courtesy.
Assist in the organisation of company events and functions, working closely with the reception team to organise room bookings and catering in advance.
Support on ad hoc projects and follow-up with team members where required to progress these.
Knowledge, skills and experience
Educated to degree level or equivalent.
Previous experience working in an EA role for a managing director/CEO/managing partner/C-Suite.
Previous experience working in a law firm preferable, but not required.
Project management experience (qualification not required).
Experience of working in a fast-paced environment with multiple priorities.
Good attention to detail. Accurate and thorough.
Excellent verbal and written communication and interpersonal skills.
Strong and consistent administrative and organisational skills.
A team player who is confident sharing information across a broader team.
Excellent IT skills with fast and accurate typing.
Personal attributes
Ability to stay calm under pressure.
Sensitivity and discretion handling employee and business data and information.
Strong organisational skills.
The ability to manage and prioritise multiple tasks running in parallel with tight deadlines.
Flexible as regards to time and duties.
Flexibility towards new technologies and changes in working practices.
Ability to interact with people at all levels.
Perm/FTC
Permanent
Salary
Competitive
Working Pattern
Hybrid
HR Advisor
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Executive summary
Lawrence Stephens is a fast-growing firm and the HR function is focused on maintaining a strong service for our employees and fostering a supportive and thriving workplace and culture.
We have a growing team providing proactive, personal advice to people and management, while driving positive change and building new processes at the same time.
This role will report to the HR Manager and support across all aspects of generalist HR.
Key responsibilities
Provide sound advice and guidance to managers and employees on HR policies and procedures including matters relating to; sickness, grievances, career development, on/offboarding procedures and recruitment.
Manage probation processes of mid-probation and end of probation for all new joiners in the business partner groups.
Manage and review the firm’s Trainee Recruitment working closely with the HR Manager and Training Principle.
Maintenance of the HR intranet pages and signpost business partnering groups to self-service where appropriate.
Manage onboarding and leaver processes, running the HR induction for new starters.
Support on all aspects of absence management including being a super user of the absence management system, Moorepay, and monitoring sickness absences.
Review letters drafted by the HR Assistant and produce employee letters where appropriate.
Support on performance development and salary review processes, advising line managers where appropriate.
Support with benefit processing for business partner groups eg BUPA/Health Shield for joiners and leavers.
Manage a comprehensive work experience programme which supports the firm’s social mobility initiatives.
Act as a role model within the firm and as an ambassador for its culture and entrepreneurial focus, proactively developing effective working relationships across the firm.
Provide proactive contributions to the team on projects, including new HR strategies and initiatives.
Prepare monthly payroll submissions on behalf of the HR Manager.
Occasional delegation to the HR Assistant and offer guidance and supervision where appropriate.
Any other duties reasonably requested by the HR Manager or Chief Operating Officer.
Knowledge, skills and experience
Educated to degree level or equivalent.
Previous experience in a generalist HR Advisor role preferred.
Previous experience working in a law firm or professional service firm preferred.
Enthusiasm and demonstration of expertise in HR knowledge.
Previous experience of HR systems beneficial.
Proficient in use of MS Office (specifically Word, Excel and PowerPoint).
Ability to work within a small and busy team.
A team player who is confident sharing information across a broader team.
Excellent verbal and written communication and interpersonal skills.
Organised manner with ability to prioritise workload.
Personal attributes
Problem solver able to stay calm and efficient under pressure.
Excellent administration, organisational and prioritisation skills with ability to manage time efficiently.
Good attention to detail. Accurate and thorough.
Self-motivated individual with a proactive approach.
Sensitivity and discretion handling employee and business data and information.
Occasional flexibility as regards to time and duties.
Comfortable asking questions with an ability to interact with people at all levels.
Perm/FTC
Permanent
Salary
Competitive
Working Pattern
Hybrid
Learning and Development Manager
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Executive summary
We are seeking a motivated and experienced Learning and Development (L&D) Manager to join our Business Services team here at Lawrence Stephens. The successful candidate will look to enhance the productivity, knowledge and skills of our employees across legal and professional roles.
The L&D Manager will be responsible for creating, implementing and overseeing training programs that align with the firm’s strategy and direction together with managing and developing knowledge provision across the firm.
This role involves assessing development needs, designing and delivering in-person and virtual courses, managing budgets, and evaluating the effectiveness of training initiatives.
Key Responsibilities:
Develop and facilitate learning programmes that support the firm’s strategy and aim to become a learning organisation.
Design and write in-person and virtual courses, workshops, and other training materials.
Occasionally provide 1:1 training or bespoke resource packs for individual development needs.
Assess the firm’s learning needs to tailor training initiatives and plan training across each year.
Manage the L&D budgets each year. Oversee the financial aspects of training and development activities across departments.
Collaborate with stakeholders to understand and implement training goals.
Work closely with our HR Manager to oversee DEI training initiatives across the firm.
Ensure employees are successfully booked onto relevant courses and employees have attended these.
Identify, review and manage external vendors, including but not limited to eLearning providers, training consultants and coaches.
Stay up to date on industry trends and best practices in learning and development.
Assess training needs from regular file review reports.
Maintain and adjust the firm’s training calendar.
Provide quarterly L&D reports to the firm’s executive committee.
Manage our in-house L&D Intranet page to prove updates to the employees of the firm and make resources accessible.
Plan and facilitate regular Lunch & Learn sessions, including booking rooms, helping with content as required, sending out invites and facilitation on the day.
Knowledge, skills and experience
Educated to degree level or equivalent.
At least two years’ experience working in learning and development in a professional services firm and preferably within the legal industry.
Proven experience designing and delivering training programs that increase employee skills and knowledge.
Ability to spot areas for learning and future development.
Experience of developing and maintaining DEI programmes.
Excellent written communication skills.
Strong and consistent administrative and organisational skills.
A team player who is confident sharing information across a broader team.
Strong IT skills including Word, Excel, PowerPoint
Personal attributes
Ability to stay calm under pressure.
Creative thinking.
Proactive approach to progressing training programmes.
Good awareness of risk in daily law firm operations and confidence to raise concerns when appropriate.
Sensitivity and discretion handling employee and business data and information.
Strong organisational skills.
The ability to manage and prioritise multiple tasks running in parallel with tight deadlines.
Flexibility as regards to time and duties.
Flexibility towards new technologies and changes in working practices.
Ability to interact with people at all levels.
Perm/FTC
Permanent
Salary
Competitive
Working Pattern
Hybrid
Senior Associate – REF
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Executive summary
Our highly regarded Real Estate Finance team is looking for a 4+ PQE Senior Associate to join the growing and fast-paced team. The role is based in our London office in Farringdon.
The successful candidate will have excellent academics or equivalent skills and will have gained experience from a top quality commercial practice. You will be a self-starter and able to work on matters with minimal supervision.
Key Responsibilities
Manage a varied caseload of property finance matters, including acquisitions, investment, bridging, and development finance.
Ensure proactive and efficient case management from start to finish, following the firm’s processes with a good awareness of compliance.
Build and maintain relationships with lender panel clients and associated professionals, fostering trust and reliability.
Strong stakeholder communication, maintaining communication with investors, lenders, and property managers.
Identify and develop new client relationships in the commercial lending market.
Represent the firm at networking events to promote services.
Serve as an ambassador for the firm, enhancing the firm’s reputation in the market.
Demonstrate excellent commercial knowledge, proactivity, and collaboration.
Have an ability to work to tight and demanding deadlines with a calm and efficient manner.
Knowledge, skills and experience
A qualified Senior Associate solicitor with 4+ years PQE in Real Estate Finance.
Strong technical skills and able to handle a caseload with minimal supervision.
Previous experience acting for specialist funders on secured loan originations.
Strong interpersonal skills with a client-focused approach.
Interest in business development and building client relationships.
Ability to handle challenging clients and tight deadlines without compromising on quality.
Willingness to collaborate with team members and supervise junior members of the team.
Ability to stay calm under pressure.
Strong organisational skills.
The ability to manage and prioritise multiple tasks running in parallel with tight deadlines.
Strong attention to detail and technical ability.
Flexible as regards to time and duties.
Flexibility towards new technologies and changes in working practices.
Ability to interact with people at all levels.
Perm/FTC
Permanent
Salary
Competitive
Working Pattern
Hybrid
Trainee Legal Secretary
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Executive summary
We are looking for a highly organised and proactive Trainee Legal Secretary to join our secretarial team, supporting across the firm’s various service functions. This role offers an excellent opportunity for a recent graduate or someone looking to start their career in the legal field. The successful candidate will provide comprehensive administrative and secretarial support to our legal teams, ensuring the smooth operation of daily activities.
Key responsibilities
Support with in-office secretarial and admin tasks to support the Legal Secretaries and fee-earners.
Respond to queries that come into the shared secretarial mailbox promptly and efficiently.
Support with answering overflow calls that come through to the firm’s centralised phone Hunt group, directing these are required.
Assist with the preparation and formatting of legal documents, correspondence, and reports.
Handle client inquiries and communications professionally and promptly.
Handle confidential documents and communications with discretion.
Maintain and organise electronic and physical files, ensuring all documents are accurately filed and easily accessible; at times, using the firm’s practise management system, Practise Evolve, to do this.
Assist with post-completions.
Support with printing and bundling jobs.
Good knowledge of the firm’s house styles and ability to advise others on how to use these.
Carry out property searches and Land Registry ad-hoc tasks.
Conduct basic legal research and compile information as required by the legal team.
Assist with the preparation of billing statements and invoices, ensuring accuracy and timely submission.
Work closely with other secretaries and administrative staff to support the overall efficiency of the departments.
