Private Client Partner / Legal Director

TAILORED SOLUTIONS RECRUITMENT LTD; Bristol; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An ambitious and forward-thinking firm in Bristol is seeking a Private Client Partner or Legal Director to enhance their Private Client team. This role involves handling diverse wealth matters, advising on IHT planning, wills, and trust drafting, while also focusing on business development. The firm prides itself on a professional yet friendly culture, offering excellent training and development opportunities. If you have a strong local reputation and are ready to make a significant impact, this is the perfect opportunity for you.

Benefits

Equity Option

Hybrid Working

Extensive Benefit Package

Qualifications

• Substantial experience in private client and wealth matters.
• Strong local reputation with clients and networks.

Responsibilities

• Handling non-contentious private client/wealth matters.
• Advising on IHT planning, wills, and trust drafting.
• Providing pre-sale tax planning advice for shareholders.

Skills

Business Development

IHT Planning

Wills and Trust Drafting

Wealth Protection

Tax Planning

Estate Administration

Job description

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Private Client Partner / Legal Director - Bristol

• Equity Option
• Hybrid Working - 1 Day in the office
• Extensive Benefit Package

My client is seeking to recruit a confident and business development-focused Partner or Legal Director to support the growth of their ambitious Private Client team based in Bristol. You will work directly with a dedicated team to develop and expand the national Private Client practice in Bristol.

Responsibilities include:

1. Handling non-contentious private client/wealth matters
2. Advising on IHT planning, wills, LPA, and trust drafting
3. Advising individuals on lifetime giving and wealth protection
4. Providing pre-sale tax planning advice for shareholders in private limited companies
5. Owner-managed business succession planning
6. Advising institutional trustees and executors (including private banks and family offices) on trusteeship and estate administration
7. Administering taxable estates with business, agricultural, and trust assets

You should have substantial experience in these areas and a strong local reputation with clients and networks. The firm expects you to play a key role in growing the department and enhancing its market presence through proactive business development.

About the client

My client is a professional yet friendly, non-hierarchical firm that values teamwork and achieving excellent results. As an ambitious and forward-thinking firm, they offer excellent training and development opportunities to support your career growth in a stimulating environment. For a confidential discussion about this role, please contact Ryan Pryce at 07554 389913 or [e-mail].