Partner - Private Client

TSR Legal; Newport; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading legal firm in Newport is seeking a Private Client Partner to enhance their Private Client team. The successful candidate will provide expert advice on wealth protection, estate planning, and trust management while engaging in business development to grow the department. The firm values a supportive, non-hierarchical culture and offers hybrid working arrangements along with an extensive benefits package.

Benefits

Extensive Benefit Package

Training and development opportunities

Qualifications

• Extensive experience in non-contentious private client matters.
• Strong reputation and business network locally.
• Ability to develop new business through proactive approaches.

Responsibilities

• Support the growth of the Private Client team.
• Advise clients on various estate planning matters.
• Administer taxable estates and support trustees.

Skills

Business development

Advising on wealth protection

Trust drafting

Inheritance tax planning

Property succession planning

Job description

Private Client Partner - Swansea

• Hybrid Working - 2 Days in the office
• Extensive Benefit Package

My client is seeking to recruit a confident and business development-focused Partner to support the growth of their ambitious Private Client team based in their Swansea office. You will work directly with a team of dedicated individuals to develop and expand the private client team.

• Non-contentious private client/wealth
• Advising in relation to IHT planning, will, LPA and Trust drafting
• Advising individuals on lifetime giving and the protection of wealth
• Providing pre-sale tax planning advice for shareholders in private limited companies
• Owner-managed business succession
• Advising institutional trustees and executors (including private banks/family offices), on all aspects of trusteeship and estate administration
• Administering taxable estates (with business assets, agricultural assets and trust interests, etc)

You will have already gained considerable experience in these types of matters, and have developed a strong reputation locally with a variety of clients and business networks. The firm are looking for an individual who will take a key role in growing the department and increasing its presence within the market through a positive and proactive approach to business development.

About the client

My client is proud of being a professional yet friendly, non-hierarchical firm, where they want people to enjoy working together to achieve great results. As an ambitious and forward-thinking firm, you can expect to be provided with excellent training and development opportunities, in order to further your career in a stimulating and supportive environment.

For a confidential discussion on this role please contact Ryan Pryce on 07554 389913 or [e-mail].