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- Tasks: Lead and grow the Private Client team while advising on wealth management and estate planning.
- Company: A friendly, non-hierarchical firm focused on professional growth and collaboration.
- Benefits: Extensive benefits package, hybrid working, and excellent training opportunities.
- Why this job: Join a dynamic team and make a real impact in private client services.
- Qualifications: Significant experience in private client matters and strong business development skills.
- Other info: Enjoy a supportive environment with great career advancement potential.
The predicted salary is between 48000 - 72000 £ per year.
My client is seeking to recruit a confident and business development-focused Partner to support the growth of their ambitious Private Client team based in their Newport office. You will work directly with a team of dedicated individuals to develop and expand the private client team.
- Non-contentious private client/wealth
- Advising in relation to IHT planning, will, 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 locally with a variety of clients and business networks. The firm are looking for an individual who will take a key role in growing the department and increasing its presence within the market through a positive and proactive approach to business development.
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. As an ambitious and forward-thinking firm, you can expect to be provided with excellent training and development opportunities, in order to further your career in a stimulating and supportive environment.
For a confidential discussion on this role please contact Ryan Pryce on 07554 389913 or ryan@tsrlegal.co.uk.
Partner - Private Client in Bristol employer: TSR-Legal
Contact Detail:
TSR-Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner - Private Client in Bristol
✨Tip Number 1
Network like a pro! Attend industry events, join relevant groups on LinkedIn, and connect with people in the private client space. The more you engage, the more opportunities will come your way.
✨Tip Number 2
Showcase your expertise! Consider writing articles or sharing insights on social media about IHT planning or wealth protection. This not only builds your reputation but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by researching the firm’s recent projects and their approach to private client services. Tailor your responses to show how your experience aligns with their goals and values.
✨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 about their job search.
We think you need these skills to ace Partner - Private Client in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client role. Highlight your business development achievements and any relevant private client experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Newport. Share your passion for private client work and how you can contribute to our growth.
Showcase Your Network: We love seeing candidates who have a strong local reputation and connections. Mention any relevant networks or relationships you've built that could help us expand our private client team.
Apply Through Our Website: To make things easier for us both, apply directly through our website. It streamlines the process and ensures your application gets to the right people quickly!
How to prepare for a job interview at TSR-Legal
✨Know Your Stuff
Make sure you brush up on your knowledge of non-contentious private client matters. Be ready to discuss IHT planning, will drafting, and trust administration in detail. This shows that you're not just familiar with the concepts but can also apply them practically.
✨Showcase Your Business Development Skills
Since the role focuses on growing the private client team, prepare examples of how you've successfully developed business in the past. Think about specific strategies you've used to attract clients or expand services, and be ready to share these during the interview.
✨Emphasise Teamwork
This firm values a friendly, non-hierarchical environment, so highlight your ability to work collaboratively. Share experiences where you've worked effectively within a team to achieve common goals, especially in a legal context.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans and how you can contribute to them. This not only shows your interest in the role but also demonstrates your proactive approach to business development, which is key for this position.
