Partner – Private Client

Tsr Legal; Cheltenham; On-site; GBP 200,000 - 320,000; Full time

Job summary

TSR Legal is supporting a respected national firm to recruit a Private Client Partner in Cheltenham. This role requires a highly regarded private client specialist with a proven market reputation and a drive to grow a high-net-worth practice.

You will lead client relationships, shape the team's direction, and deliver sophisticated wealth planning advice for HNW/UHNW individuals, families and trustees, while collaborating across practice areas to expand the firm's private wealth capabilities.

Responsibilities

• Provide strategic advice to HNW/UHNW clients on wills, estate planning, trusts and wealth preservation.
• Lead high-value estate administration, probate, trusts and multigenerational wealth planning.
• Advise entrepreneurs and families on succession strategies involving personal wealth and business assets.
• Develop long-term relationships with clients, families, trustees, accountants and wealth managers.
• Identify new opportunities, build referral networks and grow a profitable client portfolio.
• Collaborate with colleagues across private wealth, corporate, and estates to deliver coordinated advice.

Job description

Partner – Private Client

High-Net-Worth & Ultra-High-Net-Worth

The opportunity

TSR Legal are currently supporting a highly regarded national firm who are seeking an ambitious and commercially minded Private Client Partner to join its Cheltenham office and play a key role in the continued development and growth of its private client practice.

This is an opportunity for an established private client specialist with a strong reputation in the market, a track record of developing client relationships and the ambition to grow a successful practice advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, entrepreneurs, business owners and trustees.

You will advise on sophisticated private wealth matters, helping clients preserve, protect and transfer wealth across generations. Alongside your own client work, you will have the opportunity to shape the team's strategic direction, develop new business opportunities and collaborate with colleagues across HCR's wider legal network.

For the right individual, this represents an exciting opportunity to establish and strengthen their market presence within the UK, supported by the breadth of expertise and resources of a national law firm.

The role

As Partner, you will combine technical excellence and trusted client relationships with strategic leadership and commercial drive.

Your responsibilities will include:

• Providing strategic advice to HNW and UHNW clients on complex wills, estate planning, trusts, succession planning and wealth preservation.
• Advising on inheritance tax and other tax-sensitive matters, coordinating with specialist tax advisers and other professional intermediaries where appropriate.
• Leading on high-value estate administration, probate, trust creation and administration, and multigenerational wealth planning.
• Advising entrepreneurs, business owners and families on succession strategies involving personal wealth, business interests and family assets.
• Building and maintaining long-term relationships with key clients, families, trustees, accountants, wealth managers and financial advisers.
• Identifying and converting new opportunities, developing referral networks and growing a sustainable and profitable client portfolio.
• Contributing to the private client team's business plan, market positioning and growth strategy
• Supporting, mentoring and developing colleagues, fostering a collaborative culture and helping to attract and retain talent.
• Working with colleagues across private wealth, corporate, family, agriculture and estates, and other relevant practice areas to deliver coordinated advice to clients with complex needs.

On offer is the opportunity to join a highly regarded firm, who can offer excellent quality of work, extensive benefit package.