Private Client Partner - Swansea

TSR Legal; Newport; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An ambitious and forward-thinking firm is seeking a Private Client Partner to join their Swansea office. This role offers a unique opportunity to lead and grow the private client team while providing expert advice on non-contentious matters such as IHT planning, wills, and trust drafting. The firm prides itself on a professional yet friendly atmosphere, promoting teamwork and collaboration. With a commitment to training and development, you will thrive in a supportive environment that values your contributions. If you're ready to make a significant impact and advance your career, this position is perfect for you.

Benefits

Extensive Benefit Package

Hybrid Working - 2 Days in the Office

Qualifications

• Significant experience in private client law with a focus on business development.
• Strong reputation and network in the local community.

Responsibilities

• Advise on IHT planning, wills, LPAs, and trusts.
• Provide pre-sale tax planning advice for shareholders.
• Administer taxable estates with various assets.

Skills

Business Development

Private Client Law

IHT Planning

Will Drafting

Trust Drafting

Tax Planning

Education

Qualified Solicitor

Experience in Private Client Matters

Job description

Private Client Partner - Swansea

• Hybrid Working - 2 Days 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.

Responsibilities

• 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].