Private Client Partner

Private Client Partner

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

  • Tasks: Join our Private Client team to provide expert advice on wills, trusts, and estate planning.
  • Company: Be part of a highly regarded firm known for its exceptional client service.
  • Benefits: Enjoy flexible working options with a supportive work environment.
  • Why this job: Make a real impact by helping high-net-worth clients secure their legacies.
  • Qualifications: Experience in private client law is essential; strong communication skills are a must.
  • Other info: Full-time or part-time positions available to fit your lifestyle.

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

Role: Private Client Partner Location: Cardiff | Hybrid/Flexible Working Salary: Up to 80,000 but open dependant on experience A well-established and forward-thinking law firm is seeking a senior Private Client specialist to lead and grow its Wills & Probate offering in Cardiff. With strong regional roots and a reputation for both client care and innovation, the firm continues to invest in its people, technology, and long-term strategic growth. This opportunity is ideal for either an existing Partner or a Senior Associate ready to take the next step into leadership. The successful candidate will play a key role in developing the team, shaping departmental strategy, and representing the firm across the Cardiff market. What you will be doing as a Private Client Partner: Managing a caseload covering wills, probate, trusts, and lasting powers of attorney Leading and mentoring junior lawyers and support staff Supporting firm-wide growth through client development and networking Contributing to business planning and strategic direction Collaborating with colleagues across departments to provide seamless client serviceThe experience you will have: Significant experience in private client law. We are looking for someone with over 5 years PQE, with experience managing a team and ready to step into a Partner position. Proven leadership capabilities and strong client-handling skills Commercial awareness and enthusiasm for business development A track record of mentoring or team development is highly desirable STEP membership is advantageous but not essentialWhat\’s on offer: Competitive and open salary structure, depending on experience Flexible hybrid working options Clear route to partnership (or partnership from day one) Modern office environment in central Cardiff Supportive culture with a strong focus on progression and work-life balanceThis is a unique leadership opportunity for a private client lawyer looking to make a long-term impact within a respected and growing legal practice. If you are interested in having a confidential chat about this role, please get in touch with Nicole Smith- Managing Consultant. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. *Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying – then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities

Private Client Partner employer: Yolk Recruitment

Join a prestigious firm in Cardiff that values its employees and fosters a collaborative work culture. We offer competitive benefits, flexible working arrangements, and ample opportunities for professional growth, ensuring that our Private Client Partners can thrive while providing exceptional service to our high-net-worth clients.
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Contact Detail:

Yolk Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Partner

✨Tip Number 1

Make sure to network within the high-net-worth community in Cardiff. Attend local events, seminars, or workshops related to estate planning and trusts to meet potential clients and industry peers.

✨Tip Number 2

Showcase your expertise in wills and estate planning by contributing articles or insights to relevant publications or online platforms. This will help establish your credibility and attract attention from potential clients.

✨Tip Number 3

Consider reaching out to financial advisors or wealth managers who work with high-net-worth individuals. Building relationships with them can lead to referrals and opportunities to serve their clients.

✨Tip Number 4

Stay updated on the latest trends and changes in estate planning laws and regulations. Being knowledgeable about current issues will not only enhance your skills but also make you a more attractive candidate for the role.

We think you need these skills to ace Private Client Partner

Expertise in Wills and Estate Planning
Trust Law Knowledge
Client Relationship Management
High-Net-Worth Client Experience
Strong Communication Skills
Negotiation Skills
Attention to Detail
Analytical Thinking
Problem-Solving Skills
Regulatory Compliance Knowledge
Financial Acumen
Confidentiality and Discretion
Team Leadership
Business Development Skills

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Private Client Partner position. Understand the key responsibilities and required skills, especially in wills, trusts, and estate planning.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in private client work, particularly with high-net-worth clients. Provide specific examples of your achievements in this area.

Tailor Your Application: Customize your application materials to reflect the values and expectations of the firm. Use language that resonates with their focus on quality service and expertise in estate planning.

Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter. Ensure there are no typos or grammatical errors, as attention to detail is crucial in this field.

How to prepare for a job interview at Yolk Recruitment

✨Showcase Your Expertise

Make sure to highlight your experience in wills, trusts, and estate planning. Prepare specific examples of how you've successfully advised high-net-worth clients in the past.

✨Understand the Client Base

Research the types of clients the firm typically serves. Be ready to discuss how you would approach their unique needs and challenges in estate planning.

✨Demonstrate Relationship Building Skills

Emphasize your ability to build and maintain strong relationships with clients. Share examples of how you've developed trust and rapport with previous clients.

✨Prepare for Technical Questions

Expect questions that test your knowledge of relevant laws and regulations. Brush up on current legislation related to wills and trusts to demonstrate your expertise.

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