Private Wealth Partner / Managing Associate – Large Following Not Required

Cyan Partners; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading firm is seeking a Managing Associate or Salaried Partner to join their private wealth team, focusing on providing high-quality advice to high net worth clients. Ideal candidates will possess strong technical and client relationship skills with relevant experience in tax and estate planning.

Qualifications

• Experience in a directory rated firm at senior associate or junior partner level.
• Strong client skills with high net worth individuals.
• Experience in capacity and lasting powers of attorney preferred but not essential.

Responsibilities

• Advise high net worth individuals and families on complex wealth issues.
• Manage client referrals and maintain professional relationships.
• Coordinate with regional referrers and provide top-tier tax planning advice.

Skills

Technical client relationship skills

Inheritance tax planning

Succession planning

Domestic tax planning

Wills and probate

Job description

We have been exclusively retained by one of our key clients on a fantastic new position. Due to a long-term team member moving on, there is a requirement for a Managing Associate or Salaried Partner to join this collegiate and down-to-earth team. There is a full workload to take on so a large following will not be required, although excellent client skills are essential as you will be responsible for a network of regional referrers.

The client base is mainly UK based high net worth individuals, entrepreneurs and wealthy families, requiring the highest quality advice. Candidates must have excellent technical experience in areas such as:

• Inheritance tax planning
• Succession planning
• Domestic tax planning
• Complex wills and probate
• Capacity, Court of Protection and lasting powers of attorneyexperience would be helpful but not essential

Candidates will likely have experience from directory rated firms and currently operating at senior level associate or junior partner level, but more established partners are very welcome to apply.

Candidates who are based in the local area would of course be ideal, and this could also be very appealing to London based lawyers who are looking for a position closer to home, or to relocate to leafier environs, without losing out on quality of work.

The firm overall offers a wonderful environment. We have placed several partners at this firm, including into the private wealth team, so can give you a full description of the culture and strategy.

Please contact Sarah Coughtrie for further information by calling 07392 295 762 or sending your CV to [e-mail]