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For Companies At a Glance
- Tasks: Join a top-tier team managing trusts, tax work, and estate planning for high-net-worth clients.
- Company: Be part of a prestigious Legal 500 firm with a strong reputation in Private Wealth.
- Benefits: Enjoy competitive pay, career progression, and the chance to work with elite clients.
- Why this job: This role offers a unique opportunity to lead and mentor while making a real impact.
- Qualifications: Ideal for experienced partners with a portable client base and leadership skills.
- Other info: Local knowledge is a plus, but not essential; reach out for more details!
The predicted salary is between 43200 - 72000 £ per year.
Overview
An exciting opportunity to join this top-tier Legal 500 and established Private Wealth team at Director level. The opportunity is within their Private Wealth team; you will be working with an established team of experts who specialise in trust and tax work, estate/will planning, and a broad range of national and international work.
There is already a strong client base of HNW individuals/families and entrepreneurs, and you will ideally have experience of managing and developing junior team members with their career progression.
This opportunity would suit an existing partner who has built up a portable client base and is looking for a firm where they can progress through the Partnership ranks. Knowledge of the local area would be an advantage, but not essential.
If you would like to discuss this role in more detail, please contact Martin Wallbank, Senior Legal Recruitment Consultant, Pearson Whiffin Legal Recruitment, on 07734 181098 or martin@pearsonwhiffin.co.uk.
Details
- Seniority level: Director
- Employment type: Full-time
- Job function: Legal
- Industries: Legal Services
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Private Wealth Partner employer: Pearson Whiffin Recruitment Group
Contact Detail:
Pearson Whiffin Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Partner
✨Tip Number 1
Network with professionals in the Private Wealth sector. Attend industry events, seminars, or webinars where you can meet potential colleagues and clients. Building relationships can help you get noticed and may lead to referrals.
✨Tip Number 2
Showcase your expertise in trust and tax work by engaging in discussions on relevant online platforms or forums. Sharing your insights can position you as a thought leader in the field, making you more attractive to potential employers.
✨Tip Number 3
Consider reaching out to current or former employees of the firm you're interested in. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 4
Prepare to discuss your portable client base in detail during interviews. Be ready to explain how you've successfully managed and developed client relationships, as this will be crucial for a role at the Partner level.
We think you need these skills to ace Private Wealth Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private wealth management, trust and tax work, and estate planning. Emphasise any leadership roles you've held, especially in managing junior team members.
Craft a Compelling Cover Letter: In your cover letter, express your interest in the Private Wealth Partner position and outline how your portable client base aligns with the firm's goals. Mention your experience with HNW individuals and your vision for contributing to the team.
Showcase Your Expertise: Include specific examples of your past successes in private wealth management. Highlight any significant cases or projects that demonstrate your ability to handle complex trust and tax issues.
Research the Firm: Familiarise yourself with the firm’s values, culture, and recent achievements. This knowledge will help you tailor your application and prepare for potential interview questions.
How to prepare for a job interview at Pearson Whiffin Recruitment Group
✨Showcase Your Expertise
As a Private Wealth Partner, it's crucial to demonstrate your deep understanding of trust and tax work, as well as estate and will planning. Prepare specific examples from your past experiences that highlight your expertise in these areas.
✨Highlight Client Relationships
Since the role involves working with high-net-worth individuals and families, be ready to discuss your existing client base. Share how you've successfully managed and developed these relationships, and how you plan to bring this experience to the new firm.
✨Demonstrate Leadership Skills
The position requires managing and mentoring junior team members. Be prepared to talk about your leadership style and provide examples of how you've supported the career progression of others in your previous roles.
✨Research the Firm
Familiarise yourself with the firm's values, culture, and recent achievements. This knowledge will not only help you tailor your responses but also show your genuine interest in becoming part of their team.
