Private Client Partner

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

Job summary

An exciting opportunity awaits a seasoned Partner to join a prestigious Private Client team, specializing in wills, estate planning, and trust advice for high-net-worth clients. This strategic role emphasizes exceptional service and tailored solutions, fostering long-term relationships with affluent individuals and families. With a flexible hybrid working model and a generous benefits package, this forward-thinking firm is committed to supporting work-life balance and professional growth. If you are passionate about delivering complex solutions in a clear manner and eager to contribute to a dynamic team, this role is perfect for you.

Benefits

Private healthcare and income protection

Life assurance and pension scheme

Generous annual leave and bank holidays

Season ticket loan

Support for professional development

Qualifications

• At least five years of post-qualification experience in private client law.
• Experience as a Partner or Senior Associate in a private client-focused practice.

Responsibilities

• Provide expert advice on inheritance tax and capital gains tax.
• Collaborate with clients' financial planners on asset management strategies.
• Advise on succession planning, including wills and trusts.

Skills

Private Client Law

Estate Planning

Wills and Trusts

Taxation

Business Development

Education

Post-qualification experience in private client law

STEP and/or CTA qualifications

Job description

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Job Title: Partner - Private Client (Wills, Trusts & Estate Planning)
Location: Cardiff
Position Type: Full-time or Part-time (Permanent)

An exciting opportunity has arisen for an experienced Partner to join a highly regarded Private Client team, focusing primarily on wills, estate planning, and trust advice. The successful candidate will serve a high-net-worth and ultra-high-net-worth client base, providing expert guidance on complex financial and estate matters. This is a strategic, client-facing role, ideal for someone with a passion for delivering exceptional service and tailored solutions to affluent individuals and families.

The position can be based in either Bristol or London and will typically focus on clients based in London, the M4 corridor, and internationally. The firm operates a flexible hybrid working model, with a generous benefits package to support work-life balance.

What you will be doing as a Private Client Partner

• Provide expert advice on inheritance tax, capital gains tax, and pre-exit planning.
• Collaborate with clients' financial planners on asset management strategies and financial products.
• Lead the creation of bespoke trusts, offering guidance to trustees and beneficiaries.
• Build strong, long-term relationships with clients based on trust and exceptional service.
• Advise on succession planning, including wills and trusts for high-net-worth individuals, business owners, and international clients.
• Contribute to the growth and success of the Private Capital team.

The experience you will have for the Private Client Partner role

At least five years of post-qualification experience in private client law, with a focus on estate planning, wills, trusts, and taxation.

• Proven experience as a Partner or Senior Associate in a private client-focused practice.
• A genuine passion for private client work, with the ability to deliver complex solutions in a clear and accessible way.
• Strong business development skills, with the ability to foster client relationships and contribute to the growth of the practice.
• A desire to be part of a dynamic, supportive team and contribute to the future direction of the firm.
• STEP and/or CTA qualifications are desirable, but not essential. The firm offers full support for those looking to pursue these qualifications.

What you will get as a Private Client Partner

• Private healthcare and income protection
• Life assurance and pension scheme
• Generous annual leave and bank holidays, plus additional Christmas leave
• Season ticket loan (between £150-£2000)
• Support for professional development and career growth