Hybrid Private Client Partner - Lead & Grow

Hybrid Private Client Partner - Lead & Grow

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
Trades Workforce Solutions

At a Glance

  • Tasks: Lead and grow private client services, advising on wills, trusts, and estate planning.
  • Company: Trades Workforce Solutions, a leader in private client advisory.
  • Benefits: Autonomy in decision-making, strong leadership support, and clear partnership path.
  • Other info: Opportunity for professional growth in a quality-led culture.
  • Why this job: Make a real impact while mentoring others in a collaborative environment.
  • Qualifications: Experience in private client advisory and strong leadership skills.

The predicted salary is between 60000 - 80000 £ per year.

Trades Workforce Solutions is seeking a Senior Private Client Partner to lead and grow the private client offering in Newcastle-upon-Tyne with autonomy and trusted decision-making. You’ll advise individuals, families and business owners on complex wills, trusts and estate planning, and lead high-value probate matters while mentoring colleagues.

The role supports a collaborative, quality-led culture with strong leadership access, a clear path to partnership, and a commitment to growth and client.

Hybrid Private Client Partner - Lead & Grow employer: Trades Workforce Solutions

Aurora Energy Research is an exceptional employer, offering a dynamic and collaborative work culture in the heart of Oxford. With a focus on employee growth and development, we provide ample opportunities for professional advancement while ensuring a flexible, hybrid working environment that promotes work-life balance. Join us to be part of a forward-thinking team dedicated to innovation in energy research, where your contributions will directly impact user engagement and product excellence.

Trades Workforce Solutions

Contact Details:

Trades Workforce Solutions Recruitment Team

We think you need these skills to ace Hybrid Private Client Partner - Lead & Grow

Advisory Skills
Estate Planning
Wills and Trusts Knowledge
Probate Management
Leadership Skills
Mentoring
Client Relationship Management