Private Client Partner – Swansea

TSR-Legal; Swansea; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A dynamic law firm is seeking a Private Client Partner for their Swansea office. The successful candidate will have considerable experience in non-contentious private client matters, with responsibilities including advising on wealth protection, estate planning, and succession. They will play a key role in expanding the department and contributing to business development in a supportive, non-hierarchical environment. Attractive benefits and opportunities for professional growth are on offer.

Benefits

Extensive Benefit Package

Excellent training and development opportunities

Qualifications

• Considerable experience in non-contentious private client/wealth matters.
• Strong reputation locally with clients and business networks.
• Ability to advise on IHT planning, will drafting, and more.

Responsibilities

• Develop and expand the private client team.
• Advise on lifetime giving, business succession, and estate administration.
• Support the growth of the department through proactive business development.

Skills

Business Development

Client Advisory

Wealth Management

Job description

Private Client Partner – Swansea

• Hybrid Working – 2Days 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].