Senior Private Client Partner: Wealth & Succession Lead

QC Legal; Leeds; On-site; GBP 180,000 - 300,000; Full time

Job summary

QC Legal in Leeds is seeking an experienced Private Client Partner to lead a high-calibre private wealth practice within a nationwide law firm.

You will advise high-net-worth individuals, families, business owners, trustees and charities on estate planning, wills, trusts, probate and wealth preservation, with a focus on personalised client service and long-term relationships. A collaborative approach and STEP qualifications are advantageous.

Qualifications

• An established Private Client Partner.
• Extensive experience advising on estate planning, wills, trusts, probate and estate administration.
• Strong expertise in inheritance tax planning, wealth preservation and succession planning.
• Proven track record advising high-net-worth individuals, families, business owners, trustees and charities.
• Excellent client relationship management skills.
• STEP qualification or working at an equivalent level of expertise, would be advantageous.
• Collaborative approach and a commitment to delivering exceptional client service.

Responsibilities

• Advise high-net-worth individuals, families, business owners, trustees and charities on private client matters.
• Handle complex estate planning, wills, trusts, probate and estate administration matters.
• Advise clients on inheritance tax planning and wealth preservation.
• Support succession planning, including business succession planning.
• Build long-term relationships by providing tailored advice that reflects clients' personal and commercial objectives.
• Work closely with colleagues across the wider firm to deliver a seamless service where matters require specialist input.
• Play an active role in the continued development of the Private Client practice.
• Support and mentor junior members of the team.

Skills

Private Client Partnership

Estate planning

Wills & trusts

Probate & estate administration

Inheritance tax planning

Wealth preservation

Business succession planning

Client relationship management

Mentoring junior staff

STEP qualification (advantage)

Education

STEP qualification or equivalent

Job description

QC Legal in Leeds is seeking an experienced Private Client Partner to lead a high-calibre private wealth practice within a nationwide law firm.

You will advise high-net-worth individuals, families, business owners, trustees and charities on estate planning, wills, trusts, probate and wealth preservation, with a focus on personalised client service and long-term relationships. A collaborative approach and STEP qualifications are advantageous.