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Private Client Partner - Top 20 Leeds

Tolley

Leeds

On-site

GBP 80,000 - 120,000

Full time

Yesterday
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Job summary

A leading firm in the legal services sector is seeking a Private Client Partner for its new office in Central Leeds. The role involves managing a diverse portfolio of Ultra High Net Worth clients, overseeing compliance, and leading a team within the tax division. This opportunity is ideal for experienced professionals looking to advance their careers in a prestigious setting.

Qualifications

  • Experience in dealing with Ultra High Net Worth individuals with complex wealth.
  • Ability to manage and develop a team.
  • Willingness to relocate to the North of England.

Responsibilities

  • Help lead the personal tax offering across Yorkshire.
  • Oversee compliance and delivery of advisory services.
  • Involvement with business development and marketing.

Skills

High level private client experience
Team management
Client management
Business development

Job description

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Top 20 firm with a highly regarded Nationwide Private Client Practice seeks a Private Client Partner for key role helping run the tax team in a new office based in Central Leeds. They seek an experienced Private Client professional for a partner role. Day to day this will involve;

  • Helping lead the personal tax offering across Yorkshire.
  • Managing and developing a team of staff.
  • Day to day client management of a diverse client base which includes HNW individuals and families, entrepreneurs, landed estates, trusts and individuals with cross border wealth.
  • Oversight of compliance and delivery of wide-ranging advisory services.
  • Involvement with business development and marketing.

The key attribute for this role is high level private client experience dealing with Ultra High Net Worth individuals with complex wealth. You will need experience of managing teams and are likely to either be an experienced director looking for a step up or already a partner.

This firm will consider applications from candidates looking to relocate to the North of England.

Seniority level
  • Seniority level
    Director
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Business Development and Sales
  • Industries
    Legal Services

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