Asset Management ofertas em United States

Job Title: Partner - Private Client (Wills, Trusts & Estate Planning)
Location: Cardiff
Position Type: Full-time or Part-time (Permanent)

An exciting opportunity has arisen for an experienced Partner to join a highly regarded Private Client team, focusing primarily on wills, estate planning, and trust advice. The successful candidate will serve a high-net-worth and ultra-high-net-worth client base, providing expert guidance on complex financial and estate matters. This is a strategic, client-facing role, ideal for someone with a passion for delivering exceptional service and tailored solutions to affluent individuals and families.

The position can be based in either Bristol or London and will typically focus on clients based in London, the M4 corridor, and internationally. The firm operates a flexible hybrid working model, with a generous benefits package to support work-life balance.

What you will be doing as a Private Client Partner

• Provide expert advice on inheritance tax, capital gains tax, and pre-exit planning.
• Collaborate with clients' financial planners on asset management strategies and financial products.
• Lead the creation of bespoke trusts, offering guidance to trustees and beneficiaries.
• Build strong, long-term relationships with clients based on trust and exceptional service.
• Advise on succession planning, including wills and trusts for high-net-worth individuals, business owners, and international clients.
• Contribute to the growth and success of the Private Capital team.

The experience you will have for the Private Client Partner role

• At least five years of post-qualification experience in private client law, with a focus on estate planning, wills, trusts, and taxation.
• Proven experience as a Partner or Senior Associate in a private client-focused practice.
• A genuine passion for private client work, with the ability to deliver complex solutions in a clear and accessible way.
• Strong business development skills, with the ability to foster client relationships and contribute to the growth of the practice.
• A desire to be part of a dynamic, supportive team and contribute to the future direction of the firm.
• STEP and/or CTA qualifications are desirable, but not essential. The firm offers full support for those looking to pursue these qualifications.

What you will get as a Private Client Partner

• Competitive salary
• Hybrid working model
• Private healthcare and income protection
• Life assurance and pension scheme
• Generous annual leave and bank holidays, plus additional Christmas leave
• Season ticket loan (between £150-£2000)
• Support for professional development and career growth

Are you up to the challenge?

If you are a detail-oriented and proactive professional ready to take on this varied and rewarding role, we want to hear from you. Apply now to join a thriving team and take the next step in your career as a Legal Administrator. You are encouraged to apply by contacting Managing Consultant- Nicole Smith.