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For Companies At a Glance
- Tasks: Advise high net worth clients on estate planning, wills, and trusts.
- Company: Join a leading national Private Client team in Bristol.
- Benefits: Competitive salary, flexible working, and support for professional qualifications.
- Other info: Excellent career growth opportunities and a commitment to diversity and inclusion.
- Why this job: Work with top-tier clients and develop your expertise in a collaborative environment.
- Qualifications: 4+ years PQE in Private Client work with strong attention to detail.
The predicted salary is between 60000 - 65000 £ per year.
A leading national Private Client team is seeking an Associate, Senior Associate or Partner to join its highly regarded Lifetime Planning practice. This is an exceptional opportunity to work with a top tier team advising high net worth and ultra high net worth clients on complex estate planning, wills and trust matters. The team has a strong national reputation and offers access to sophisticated work, high profile clients and excellent long term career prospects.
The Role
- Estate planning and drafting wills and trust documentation for HNW and UHNW clients
- Advising on inheritance tax and capital gains tax issues
- Advising business owners on pre exit planning opportunities
- Advising on the creation, management and winding up of trusts
- Working alongside financial planners and discussing a wide range of financial products
- Advising on deeds of variation, discretionary trust arrangements and loan structures
- Handling LPAs and related lifetime planning documents
- Participating in networking, BD events, webinars and speaking opportunities
- Delivering exceptional client service and building long term trusted relationships
You will work closely with partners and senior specialists, gaining exposure to complex and stretching matters while developing your technical expertise.
Candidate Requirements
- This role is ideal for someone who:
- Has 4+ years' PQE in Private Client work, with strong experience in wills and lifetime planning
- Is passionate about private client work and enjoys client interaction
- Has excellent attention to detail and a solutions focused approach
- Is confident managing complex matters and knowing when to seek guidance
- Enjoys being part of a collaborative, supportive team
- Is committed to ongoing learning and technical development (STEP/CTA support available)
- Is comfortable with networking and business development
- Can work independently with appropriate supervision
Why Join?
- You will benefit from:
- A national practice with a strong reputation in Private Client work
- Access to high quality precedents, knowledge resources and PSL support
- Excellent technical training and development opportunities
- Support for STEP and/or CTA qualifications
- A collaborative, inclusive and supportive culture
- A firm committed to wellbeing, flexibility and long term career growth
- A comprehensive benefits package and flexible working options
How to Apply
For more information or a confidential discussion, please contact: Olivia Reed Email: oliviareed@chadwicknott.co.uk Phone: 0117 917 1515 / 07711 799761
At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace.
Associate/Sr Associate/Partner-Lifetime Planning-Bristol-4 PQE+ employer: Chadwick Nott
Contact Detail:
Chadwick Nott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate/Sr Associate/Partner-Lifetime Planning-Bristol-4 PQE+
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, webinars, and even casual meet-ups. The more you engage, the better your chances of landing that dream role.
✨Show Off Your Expertise
Don’t just sit back and wait for opportunities to come to you. Share your knowledge on social media or write articles about estate planning and trust matters. This will position you as a go-to expert in your field!
✨Leverage LinkedIn
Make sure your LinkedIn profile is up to date and reflects your skills and experience. Connect with recruiters and hiring managers from firms you're interested in. A personal message can go a long way!
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing passionate candidates like you!
We think you need these skills to ace Associate/Sr Associate/Partner-Lifetime Planning-Bristol-4 PQE+
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the role. Highlight your 4+ years PQE in Private Client work and any relevant achievements to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for private client work and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Client Interaction Skills: Since this role involves advising high net worth clients, emphasise your experience in client interactions. Share examples of how you've built trusted relationships and delivered exceptional service.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Chadwick Nott
✨Know Your Stuff
Make sure you brush up on your knowledge of estate planning, wills, and trust documentation. Familiarise yourself with the latest tax regulations and how they impact high net worth clients. This will not only show your expertise but also your passion for private client work.
✨Showcase Your Client Interaction Skills
Prepare examples of how you've successfully interacted with clients in the past. Highlight your ability to build long-term relationships and provide exceptional service. This is crucial for a role that involves advising HNW and UHNW clients.
✨Demonstrate Your Team Spirit
Since this role involves working closely with partners and senior specialists, be ready to discuss how you thrive in a collaborative environment. Share experiences where teamwork led to successful outcomes, especially in complex matters.
✨Be Ready for Networking Questions
As networking and business development are key parts of the role, think about your previous experiences in these areas. Prepare to discuss how you've engaged in BD events or webinars and how you plan to contribute to the firm's growth in this aspect.