Head of Private Client & Wealth Planning in Bath
Head of Private Client & Wealth Planning

Head of Private Client & Wealth Planning in Bath

Bath Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team and manage high-net-worth client portfolios with expert guidance.
  • Company: Reputable law firm in the North East of England.
  • Benefits: Dynamic environment with opportunities for professional growth.
  • Why this job: Make a real impact on clients' lives while advancing your career.
  • Qualifications: Strong background in private client law or tax planning required.
  • Other info: Mentor staff and contribute to business growth in a collaborative setting.

The predicted salary is between 43200 - 72000 £ per year.

A reputable law firm in the North East of England is seeking a Head of Private Client to lead their team and manage a portfolio of high-net-worth individuals. The successful candidate will provide expert guidance on succession planning, tax, estate management, and trusts.

Responsibilities include:

  • Mentoring staff
  • Developing client relationships
  • Contributing to business growth

A strong background in private client law or tax planning is essential. This role offers a dynamic environment for professional growth.

Head of Private Client & Wealth Planning in Bath employer: Swinburne Maddison LLP

Join a prestigious law firm in the North East of England that values professional development and offers a collaborative work culture. As the Head of Private Client & Wealth Planning, you will benefit from a supportive environment that encourages mentorship and fosters strong client relationships, all while contributing to the firm's growth. With a focus on high-net-worth individuals, this role provides unique opportunities for impactful work and career advancement.
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Contact Detail:

Swinburne Maddison LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Private Client & Wealth Planning in Bath

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work with high-net-worth clients. Attend industry events or webinars to meet potential employers and show them what you've got.

✨Tip Number 2

Showcase your expertise! Prepare a portfolio that highlights your experience in succession planning, tax, and estate management. This will not only impress potential employers but also give you confidence during interviews.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and presentation. Focus on how you can lead a team and grow client relationships, as these are key for the Head of Private Client role.

✨Tip Number 4

Apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our dynamic team.

We think you need these skills to ace Head of Private Client & Wealth Planning in Bath

Private Client Law
Tax Planning
Estate Management
Trusts
Succession Planning
Client Relationship Management
Mentoring
Business Development
Leadership
Communication Skills
Analytical Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to highlight your experience in private client law and tax planning. We want to see how your background aligns with the responsibilities of leading a team and managing high-net-worth portfolios.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for the Head of Private Client role. Share specific examples of your success in mentoring staff and developing client relationships to show us what you can bring to the table.

Showcase Your Expertise: Don’t shy away from showcasing your expertise in succession planning, estate management, and trusts. We’re looking for someone who can provide expert guidance, so make sure to highlight relevant achievements and experiences.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!

How to prepare for a job interview at Swinburne Maddison LLP

✨Know Your Stuff

Make sure you brush up on your knowledge of private client law, tax planning, and estate management. Be ready to discuss specific cases or scenarios where you've successfully navigated complex issues for high-net-worth clients.

✨Showcase Your Leadership Skills

As a Head of Private Client, you'll be expected to mentor staff and lead a team. Prepare examples of how you've developed others in previous roles and how you plan to foster a collaborative environment in this new position.

✨Build Rapport with Clients

Demonstrate your ability to build strong relationships with clients. Think of instances where you've gone above and beyond to meet a client's needs, and be ready to share how you would approach relationship-building in this role.

✨Think Business Growth

This role is not just about managing clients; it's also about contributing to business growth. Come prepared with ideas on how you can help the firm expand its private client services and attract new high-net-worth individuals.

Head of Private Client & Wealth Planning in Bath
Swinburne Maddison LLP
Location: Bath

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