Private Capital Partner – Bristol or Cardiff

TN United Kingdom; Cardiff; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established national law firm is seeking a Private Capital Partner to join their dynamic team in Cardiff or Bristol. This role offers the opportunity to work with high net worth individuals, providing expert advice on wills, estate planning, and trust management. The firm prides itself on its supportive environment and commitment to professional growth, offering flexible working arrangements. With a focus on delivering exceptional client service, this position is perfect for a detail-oriented professional with a passion for private client work and a drive for business development. Join a respected firm that values collaboration and work-life balance.

Benefits

Hybrid Working

Private Healthcare

Income Protection

Life Assurance

Pension Scheme

Season Ticket Loan

30 Days Annual Leave plus Bank Holidays and Christmas Leave

Qualifications

• 5+ years of experience in private client work.
• Strong knowledge of estate planning, wills, and trusts.

Responsibilities

• Provide estate planning advice and manage trusts.
• Advise on inheritance tax and capital gains tax issues.
• Participate in networking and business development activities.

Skills

Estate Planning

Wills and Trusts

Inheritance Tax Advice

Business Development

Client Relationship Management

Education

Post-qualification experience in private client work

Job description

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Private Capital Partner – Bristol or Cardiff, Cardiff

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Client:

Location:

Cardiff, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

536b6a6900c0

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

We have an exciting opportunity for a Private Capital Partner to join our team, focusing on wills, estate planning, and trust advice. Our firm is highly ranked in the Legal 500 and Chambers and Partners. Our client base includes high net worth individuals and multi-generational families, and we serve as their trusted advisor.

We offer a generous benefits package including:

• Hybrid Working
• Private Healthcare
• Income Protection
• Life Assurance
• Pension Scheme
• Season Ticket Loan (£150 – £2000)
• 30 Days Annual Leave plus Bank Holidays and Christmas Leave

This position can be full-time (37.5 hours/week) or part-time (30 hours/week).

Role: Partner
Location: Bristol or Cardiff
Hours: Full-time or Part-time
Term: Permanent
Reference: 1235-LBL

About us

You’ll join a reputable national law firm committed to your professional growth, offering flexible working arrangements and a supportive environment across multiple offices including Bristol and Cardiff.

Key responsibilities include:

• Providing estate planning advice, wills, and trusts for high net worth and international clients
• Handling complex wills and advising on lasting powers of attorney
• Advising on inheritance tax and capital gains tax issues
• Pre-exit planning for business owners
• Managing trusts and liaising with financial planners
• Advising on deeds of variation and discretionary trusts
• Participating in networking and business development activities

We value excellent client service and relationship-building, supported by high-quality resources, training, and development opportunities, including STEP and CTA qualifications.

This role is ideal if you:

• Have at least five years of post-qualification experience in private client work
• Are a Partner or Senior Associate
• Are passionate about private client work and delivering exceptional service
• Enjoy networking and business development
• Are detail-oriented and solutions-focused

What we offer:

A collaborative, respectful, and empowering work environment that promotes work-life balance and professional development.