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- Tasks: Lead a team and manage high-net-worth client portfolios with expert guidance.
- Company: Join an award-winning law firm known for growth and opportunity.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by advising clients on complex financial matters.
- Qualifications: Strong background in private client law and proven leadership skills.
- Other info: Be part of a dynamic team recognised for excellence in the industry.
The predicted salary is between 43200 - 72000 £ per year.
As our Head of Private Client, you will be responsible for leading the team and managing a portfolio of high-net-worth individuals and families. You will provide expert guidance on a range of private client matters including succession planning, tax, estate management, trusts, and court of protection matters. You will play a key role in business development, building client relationships, and mentoring a team of professionals to ensure outstanding service delivery.
The key responsibilities will include, but will not be limited to:
- Lead the Private Client division, ensuring high standards of client service and technical excellence.
- Advise high-net-worth individuals, families, and trustees on complex tax, trust, and estate planning issues.
- Build and maintain long-term relationships with clients, understanding their needs and providing bespoke solutions.
- Actively contribute to business development, including identifying new opportunities and expanding the firm’s client base.
- Mentor and develop junior staff members, providing training and guidance to help them grow professionally.
- Stay updated on relevant legislation, tax regulations, and industry trends to offer cutting-edge advice.
- Collaborate with internal teams to deliver holistic solutions to clients.
The successful candidate will have a strong background in private client law or tax planning. The main attributes we look for are:
- Previous experience managing a team and leading client relationships.
- Expertise in estate planning, trusts, probate, and court of protection.
- Proven business development capabilities and a track record of growing a client base.
- Excellent communication, interpersonal, and negotiation skills.
Ready to take the next step? Click the button below to apply online. Applications close on Friday 20 February 2026.
Head of Private Client in Bath employer: Swinburne Maddison LLP
Contact Detail:
Swinburne Maddison LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Private Client in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your experience in private client law and how it can benefit the firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to engage with us directly.
We think you need these skills to ace Head of Private Client in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in private client law, team management, and business development to show us you’re the perfect fit!
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 your background aligns with our values at StudySmarter. Be genuine and let your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s growing a client base or mentoring junior staff, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at Swinburne Maddison LLP
✨Know Your Stuff
Make sure you brush up on private client law, especially around estate planning, trusts, and tax regulations. Being able to discuss these topics confidently will show that you're the expert they need.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed teams and built client relationships in the past. Highlighting your mentoring experience will demonstrate that you can lead and develop others effectively.
✨Be Client-Centric
Think about how you can tailor your approach to meet the unique needs of high-net-worth individuals. Be ready to discuss how you've provided bespoke solutions in previous roles, as this is key for the position.
✨Stay Current
Familiarise yourself with the latest trends and changes in legislation that affect private clients. Showing that you're proactive about staying updated will impress them and prove your commitment to providing cutting-edge advice.
