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- Tasks: Join our Private Capital team to provide estate planning and trust advice for high net worth clients.
- Company: Established firm with a strong national reputation in private client services.
- Benefits: Support for professional qualifications, excellent training, and a vibrant team environment.
- Other info: Opportunities for networking and business development to raise your profile.
- Why this job: Make a real impact by advising clients on complex financial arrangements and estate planning.
- Qualifications: 4+ years of experience in private client work, especially wills and lifetime planning.
The predicted salary is between 55000 - 70000 £ per year.
We have an exciting opportunity for an Associate/Senior Associate and/or Partner to join our Private Capital team dealing mainly with wills, lifetime planning and trust advice. This is a great opportunity to join an established team with a strong reputation nationally. Our client base includes a high proportion of high and ultra‑high net worth clients with complex financial arrangements, and while we may expect you to handle straightforward matters with minimal supervision, much of your work will provide you with access to complex and stretching estate planning and will be carried out alongside partners in the team as you develop in the role.
Our well‑regarded Private Capital team holds consistent top tier rankings in the Legal 500 and Chambers and Partners. Day to day, you will be successful in the role by:
- Dealing with all aspects of Private Client work including Estate Planning Advice and related Wills and Trust documents for high net worth clients/entrepreneurs and international clients.
- Wills and Lasting powers of attorney.
- Advising on inheritance tax and capital gains tax issues that are relevant in estate planning.
- Advising business owners on opportunities for pre‑exit planning.
- Advising on the creation, management and closing down of trusts (our Trust Management Team will deal with the day‑to‑day compliance and administration).
- Liaising with our clients’ financial planners and being comfortable discussing a wide range of financial products that may make up their asset base.
- Advising on Deeds of Variation including discretionary trust arrangements and loans.
- Attending any networking and business development events with the opportunity to raise the profile of you and the team by speaking at events, webinars and podcasts.
Providing excellent client service, as this is at the heart of everything we do. You will appreciate how important this is for our private clients, so you must be able to show us how you have impressed your clients and built relationships of trust and respect with them. You will enjoy the support of a national practice and the advice and guidance of many exceptional lawyers. This will include access to high quality precedents and reference materials, support from a dedicated professional support lawyer and knowledge services team and a superb level of technical training. We are keen to invest in your development and if you have not yet completed (or started) your STEP and/or CTA qualifications and membership we can support you in this. It is an integral part of this role that you comply with data security and all firm policies and procedures.
This role is right for you if:
- You have at least 4 years of post‑qualification experience in private client work with particular experience in dealing with wills and lifetime planning.
- You are passionate about private client work and meeting with a wide range of clients.
- You have great attention to detail and the ability to offer solutions whilst knowing where guidance is needed to provide the most efficient outcome.
- You want to be part of a vibrant and supportive team.
- You are interested in growing your knowledge and technical qualifications.
- You can appreciate the importance of client service and are able to demonstrate how you have impressed your clients and built relationships of trust and respect with them.
- You are comfortable networking and undertaking business development work.
- You enjoy working as part of a team or on your own with supervision where appropriate.
Private Client (lifetime) - Associate/Senior Associate/ Partner in Bristol employer: Clarke Willmott
Contact Detail:
Clarke Willmott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client (lifetime) - Associate/Senior Associate/ Partner in Bristol
✨Tip Number 1
Get to know the team! Before your interview, do a bit of research on the Private Capital team. Familiarise yourself with their recent work and successes. This will not only help you stand out but also show that you're genuinely interested in joining them.
✨Tip Number 2
Practice your networking skills! Since this role involves liaising with clients and attending events, brush up on your networking techniques. Think about how you can engage potential clients and partners in conversation, and don’t shy away from showcasing your expertise.
✨Tip Number 3
Showcase your client service experience! Be ready to share specific examples of how you've impressed clients in the past. Highlighting your ability to build trust and respect will resonate well with the hiring team, especially in a client-focused role like this.
✨Tip Number 4
Apply through our website! We encourage you to submit your application directly on our site. It’s the best way to ensure your application gets the attention it deserves, and you’ll be one step closer to joining our fantastic team!
We think you need these skills to ace Private Client (lifetime) - Associate/Senior Associate/ Partner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the role. Highlight your experience in private client work, especially with wills and lifetime planning, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client work and how you’ve impressed clients in the past. Make it personal and engaging to grab our attention.
Showcase Your Client Service Skills: We value excellent client service, so be sure to include examples of how you've built relationships of trust and respect with clients. This will help us see how you can contribute to our team's reputation.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Private Capital team.
How to prepare for a job interview at Clarke Willmott
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, lifetime planning, and trust advice. Familiarise yourself with the latest trends and regulations in private client work, especially those affecting high net worth individuals. This will show your potential employer that you're not just qualified, but genuinely passionate about the field.
✨Showcase Client Relationships
Be ready to share specific examples of how you've built trust and respect with clients in the past. Highlight instances where you've gone above and beyond to provide excellent client service. This is crucial for a role that revolves around private clients, so make it personal and impactful.
✨Demonstrate Team Spirit
Since this role involves working closely with partners and other team members, be prepared to discuss your experience in collaborative environments. Share examples of how you've contributed to a team’s success and how you can bring that same energy to their established Private Capital team.
✨Prepare for Networking Questions
As networking and business development are key parts of the role, think about your past experiences in these areas. Be ready to discuss how you've successfully raised your profile or that of your team in previous roles. This will show that you’re proactive and understand the importance of building relationships in the industry.