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- Tasks: Lead a team and provide expert advice to high-net-worth clients on trusts and tax planning.
- Company: Join a leading firm in Hertfordshire, known for its exceptional private client services.
- Benefits: Enjoy a full-time role with opportunities for career growth and leadership.
- Why this job: Be at the forefront of developing a thriving practice while making a real impact.
- Qualifications: Extensive experience in private client tax advisory and proven business development skills required.
- Other info: Ideal for existing Partners or Senior Directors ready for their next big challenge.
The predicted salary is between 43200 - 72000 £ per year.
We are seeking a highly experienced and driven Private Client Partner to join a leading firm in their Hertfordshire office. While we are ideally looking for an existing Partner, we will also consider a Senior Director with an entrepreneurial spirit and a proven business development track record.
The ideal candidate will have significant expertise in private client work, particularly in trusts, residency advice, and inheritance tax planning. This is a fantastic opportunity for a Partner-level professional or Senior Director looking to take the next step in their career and play a central role in developing and expanding a thriving private client practice.
The successful candidate will be responsible for providing expert advice to high-net-worth individuals and their professional advisers, offering strategic solutions across trusts, residency matters, and IHT planning. They will also lead a team, ensuring the delivery of exceptional client service while contributing to the overall growth of the private client practice.
Additionally, the role involves business development, building lasting relationships with clients, and driving the firm’s success in this key area. To be considered for this opportunity, candidates should have extensive experience in private client tax advisory, with a strong background in managing complex trusts, residency, and IHT matters. Leadership experience is essential, as is a proven track record in business development and client relationship management.
For further details or to arrange a confidential discussion, please contact Clare.
Private Client Partner employer: Pro-Recruitment Group
Contact Detail:
Pro-Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Partner
✨Tip Number 1
Network with professionals in the private client sector. Attend industry events, seminars, and workshops to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Showcase your expertise in trusts, residency advice, and inheritance tax planning during informal conversations. Be prepared to discuss your past successes and how you can contribute to the firm's growth in these areas.
✨Tip Number 3
Research the firm thoroughly before any discussions. Understand their current client base, recent developments, and strategic goals. This knowledge will help you tailor your approach and demonstrate your genuine interest in the role.
✨Tip Number 4
Consider reaching out to current or former employees of the firm for insights. They can provide valuable information about the company culture and expectations, which can help you align your experience with what they are looking for.
We think you need these skills to ace Private Client Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client work, particularly in trusts, residency advice, and inheritance tax planning. Use specific examples to demonstrate your expertise and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and business development track record. Explain why you are the ideal candidate for the Private Client Partner role and how you can contribute to the firm's growth.
Highlight Leadership Experience: Emphasise your leadership experience in your application. Provide examples of how you have successfully led teams and delivered exceptional client service in previous roles.
Showcase Business Development Skills: Include specific instances where you have built lasting relationships with clients and driven business success. This will demonstrate your ability to contribute to the firm's private client practice.
How to prepare for a job interview at Pro-Recruitment Group
✨Showcase Your Expertise
Make sure to highlight your extensive experience in private client work, especially in trusts, residency advice, and inheritance tax planning. Prepare specific examples of how you've successfully navigated complex cases to demonstrate your expertise.
✨Demonstrate Leadership Skills
As the role requires leadership experience, be ready to discuss your previous roles where you led a team. Share insights on how you motivated your team and ensured exceptional client service, as this will show your capability to manage and inspire others.
✨Business Development Focus
Prepare to talk about your business development strategies and successes. Discuss how you've built lasting relationships with clients and contributed to the growth of your previous firms, as this is crucial for the role.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the firm's vision for its private client practice. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
