At a Glance
- Tasks: Support the growth of a dynamic Private Client team in Birmingham.
- Company: A professional yet friendly national firm with a non-hierarchical culture.
- Benefits: Collaborative environment, career development opportunities, and a supportive team.
- Other info: Join a team that values collaboration and achieving great results together.
- Why this job: Make a real impact by advising clients on wealth protection and estate planning.
- Qualifications: Extensive experience in private client matters and a strong national reputation.
The predicted salary is between 49500 - 60500 Β£ per year.
My client is seeking to recruit a confident Private Client Partner to support the growth of their ambitious Private Client team based in their Birmingham office. You will work directly with a highly recommended national team of dedicated individuals on developing and expanding the team.
- Non-contentious private client/wealth
- Advising in relation to IHT planning, wills, LPA and Trust drafting
- Advising individuals on lifetime giving and the protection of wealth
- Providing pre-sale tax planning advice for shareholders in private limited companies
- Owner-managed business succession
- Advising institutional trustees and executors (including private banks/family offices), on all aspects of trusteeship and estate administration
- Administering taxable estates (with business assets, agricultural assets and trust interests, etc)
You will have already gained considerable experience in these types of matters, and have developed a strong reputation nationally with a variety of clients and business networks.
My client is proud of being a professional yet friendly, non-hierarchical firm, where they want people to enjoy working together to achieve great results.
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