Private Client Partner

Clayton Legal; Cheltenham; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading legal firm in Cheltenham is seeking an ambitious Private Client Partner to join their highly ranked team. This role offers a genuine partnership opportunity with the ability to shape strategy and drive growth within the Private Client sector. You will provide strategic leadership, advise on complex matters, and develop client relationships, while enjoying a collaborative culture and competitive compensation. Ideal for those looking to make a significant impact in a respected team focused on high-net-worth clients.

Benefits

Competitive package

Flexible working options

Genuine partnership opportunity

Qualifications

• Experience in private client law, particularly wills, trusts, and probate.
• Strong knowledge of succession planning and cross-border wealth structuring.
• Ability to develop new business and mentor junior colleagues.

Responsibilities

• Provide strategic leadership to grow the team and client base.
• Advise on a full range of private client matters.
• Develop new business and raise the practice's profile.
• Build lasting relationships with clients and their portfolios.
• Mentor junior team members and promote quality and collaboration.
• Collaborate with corporate and property teams for client solutions.

Skills

Leadership

Business development

Advising on wills and trusts

Client relationship building

Job description

Overview

An exciting leadership role has opened up for an ambitious and commercially-minded Private Client Partner to play a key part in building and growing a thriving Private Client practice in Cheltenham.

This is your chance to step into a senior position within one of the largest and most highly ranked Private Client teams in the UK – nearly strong nationally – with a strong track record of success, a clear growth strategy, and a genuinely collaborative culture.

The Opportunity

You’ll be joining a high-performing team and helping to lead and expand the Private Client offering in the West Midlands. Working with an experienced and entrepreneurial group of lawyers, you’ll have the platform, support, and autonomy to make your mark – while delivering expert advice to a broad range of clients including HNW individuals, business families, and landed estates.

Your role

• Providing strategic input and leadership to grow the team and client base in the region
• Advising on the full range of private client matters including wills, trusts, probate, succession planning, LPAs, and cross-border wealth structuring
• Developing new business and raising the profile of the practice locally and nationally
• Building lasting relationships with clients who have complex, high-value portfolios, often involving UK and international assets
• Mentoring junior team members and fostering a culture of quality, collaboration, and professional development
• Working alongside colleagues in corporate, property, and family teams to deliver joined-up, client-focused solutions

Why this team? This is a chance to be part of one of the most respected Private Client teams in the country – known for its strength in depth, wide-ranging expertise, and long-standing relationships with UHNW clients.

Areas of specialism

• Wealth management and succession planning for business families and entrepreneurs
• Agricultural and rural estates
• Contentious trusts and probate
• International estate planning and tax
• Trust creation and administration, LPAs and deputyships

You’ll be supported by a team that blends technical excellence with commercial awareness – and works closely across departments and offices to provide clients with holistic advice that reflects the full complexity of their needs.

What’s in it for you?

• A genuine partnership opportunity with the ability to shape strategy and drive growth
• Access to a national client base and internal referral network
• High-quality work, often for HNW and UHNW individuals and families
• A culture that’s ambitious, inclusive, and collaborative
• Competitive package and flexible working options
• Real autonomy – without bureaucracy or rigid hierarchy