Private Client (Lifetime Planning) – Bristol – Bristol

Ruth Wagstaff Recruitment Ltd; West of England; Vor Ort; GBP 90.000 - 150.000; Vollzeit

Zusammenfassung

Chadwick Nott is seeking an experienced Private Client lawyer to join a market-leading national firm in Bristol. This role offers exposure to high and ultra-high net worth clients and a collaborative Private Capital team, with strong opportunities for progression across Associate, Senior Associate or Partner levels.

You will advise on lifetime planning, wills and trusts for international clients, with support from a dedicated Trust Management team and a comprehensive learning and development

Qualifikationen

• At least 4 years’ PQE in private client work with strong experience in wills and lifetime planning.
• Experience advising high and ultra-high net worth individuals and international clients.

Aufgaben

• Advising on estate planning and drafting wills and trust documents for HNW and international clients.
• Providing inheritance tax and capital gains tax advice.
• Supporting business owners with pre-exit planning strategies.
• Advising on the creation, management and winding up of trusts with support from a Trust Management team.
• Liaising with financial planners and discussing a broad range of financial products.
• Advising on deeds of variation, discretionary trusts and loan arrangements.
• Attending networking events, webinars and speaking opportunities to raise profile.
• Delivering exceptional client service and building long-term trusted relationships.

Kenntnisse

PQE 4+ years

Wills & lifetime planning

HNW client handling

International clients

Jobbeschreibung

Private Client (Lifetime Planning) – Bristol
Associate / Senior Associate / Partner
Top Tier National Firm

The Role

Fantastic opportunity for an experienced Private Client lawyer to join a highly respected national firm with a strong reputation in private wealth, consistently ranked in the top tiers of Legal 500 and Chambers. This is a chance to work within a market leading Private Capital team known for its technical excellence, sophisticated client base and collaborative culture.

Depending on your experience, this opportunity can be at Associate, Senior Associate or Salaried Partner level.

You’ll advise high and ultra high net worth individuals, entrepreneurs and international clients on complex lifetime planning matters. While you’ll handle straightforward work independently, much of your caseload will involve intricate estate planning delivered alongside senior partners offering exceptional exposure and development.

Your responsibilities will include:

• Advising on estate planning and drafting wills and trust documents for HNW and international clients
• Providing inheritance tax and capital gains tax advice
• Supporting business owners with pre exit planning strategies
• Advising on the creation, management and winding up of trusts (with administrative support from a dedicated Trust Management team)
• Liaising with financial planners and discussing a broad range of financial products
• Advising on deeds of variation, discretionary trusts and loan arrangements
• Attending networking events, webinars and speaking opportunities to raise your profile
• Delivering exceptional client service and building long term trusted relationships

You’ll benefit from a national support structure, including access to high quality precedents, a dedicated PSL team, knowledge services and excellent technical training. STEP/CTA qualification support is available.

Candidate Requirements
We’re looking for a technically strong, client focused lawyer who enjoys complex private wealth work.

You will bring:

• At least 4 years’ PQE in private client work, with strong experience in wills and lifetime planning
• Genuine enthusiasm for private wealth and working with a diverse, sophisticated client base
• Excellent attention to detail and the ability to offer practical, solutions driven advice
• Confidence handling complex matters while knowing when to seek guidance
• Strong communication skills and the ability to build trusted relationships
• Comfort with networking and business development
• Ability to work independently and collaboratively within a supportive team

This role is ideal for someone seeking high quality work, strong progression prospects and the chance to work within a nationally recognised team.

Why Join?

• Join a national firm with top tier rankings and a standout private wealth reputation
• Work with exceptional lawyers and a high value, complex client base
• Supportive, inclusive culture where individuality and diversity are valued
• Comprehensive learning and development programme, including STEP/CTA support
• Genuine work-life balance and wellbeing initiatives
• Competitive salary and a flexible benefits package

This is an outstanding opportunity for an Associate, Senior Associate or Partner to take the next step in a high performing Private Client team.

For more information about this role please contact Hannah Somers at Chadwick Nott.

(t) 0117 917 1929
(m) 07435 943574
(e) [e-mail]

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.

Job Tenure: Permanent and Full-Time
Salary: Negotiable
Location: Bristol, Bristol