Private Capital Partner

2 weeks ago

Bristol, Bristol, United Kingdom Clarke Willmott Full time

We have an exciting and new opportunity for Partner to join our Private Capital team dealing mainly with wills, estate planning and trust advice. This role can be performed on a full time or part time basis. Our well-regarded Private Capital team holds consistent top tier rankings in the Legal 500 and Chambers and Partners. Our client base includes a high proportion of high and ultra-high net worth clients with complex financial arrangements, and we deal with multiple generations of families as their trusted advisor.

This position can be performed on a full-time basis (37.5 hours per week) or part-time basis (30 hour per week). We offer a generous benefits package that includes:


• Hybrid Working


• Private Healthcare


• Income Protection


• Life Assurance


• Pension Scheme


• Season Ticket Loan (between £150 – £2000)


• 30 Days Annual Leave and Bank Holidays


• Additional Christmas Leave

In this varied role you will be dealing with all aspects of Private Client work including:

  • Estate Planning Advice and related Wills and Trust documents for high net worth clients/entrepreneurs and international clients.
  • Complex Wills and advising on Lasting powers of attorney.
  • Advising on inheritance tax and capital gains tax issues that are relevant in estate planning.
  • Advising business owners on opportunities for pre-exit planning.
  • Advising on the creation, management and closing down of trusts (our Trust Management Team will deal with the day to day compliance and administration).
  • Liaising with our clients' financial planners and being comfortable discussing a wide range of financial products that may make up their asset base.
  • Advising on Deeds of Variation including discretionary trust arrangements and loans.
  • Attending any networking and business development events with the opportunity to raise the profile of you and the team by speaking at events, webinars and podcasts.
  • Providing excellent client service, as this is at the heart of everything we do. You will appreciate how important this is for our private clients, so you must be able to show us how you have impressed your clients and built relationships of trust and respect with them.
  • You will enjoy the support of a national practice and the advice and guidance of many exceptional lawyers. This will include access to high quality precedents and reference materials, support from a dedicated professional support lawyer and knowledge services team and a superb level of technical training.
  • We are keen to invest in your development and if you have not yet completed (or started) your STEP and/or CTA qualifications and membership we can support you in this.
  • It is an integral part of this role that you comply with data security and all firm policies and procedures.

This role is right for you if:

  • You are passionate about private client work and meeting with a wide range of clients and delivering often complex solutions in a straightforward manner and given excellent client service at all times.
  • You have at least five years of post-qualification experience in private client work and are either a Partner or Senior Associate in your current role.
  • You want to be part of a vibrant and supportive team and be a key participant in its future growth.
  • You have great attention to detail and the ability to offer solutions whilst knowing where guidance is needed to provide the most efficient outcome.
  • You are interested in growing your knowledge and technical qualifications.
  • You can appreciate the importance of client service and are able to demonstrate how you have impressed your clients and built relationships of trust and respect with them.
  • You enjoy networking and undertaking business development work.
  • You are flexible working as part of a team or on your own.

What we can offer you:

A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.

Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.

There's no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.

Listen to what a few members of our team have to say about what life here at Clarke Willmott is really like, to see if it's the right fit for you.

Next Steps:

If you have 75% of the skills and experience outlined above please apply today with your most up to date CV.

  • Private Capital Partner

    2 weeks ago

    Bristol, Bristol, United Kingdom Clarke Willmott Full time

    Job DescriptionWe have a fantastic opportunity for a Partner to join our esteemed Private Capital team specializing in wills, estate planning, and trust advice. This role is available for either full-time or part-time basis. Our highly respected Private Capital team consistently ranks among the top tier in the Legal 500 and Chambers and Partners. We cater to...

  • Private Capital Solicitor

    4 weeks ago

    Bristol, Bristol, United Kingdom Douglas Scott Legal Recruitment Full time

    I am currently recruiting for an Associate/Senior Solicitor to join my clients highly regarded Private Client department based in Bristol. You will be managing a caseload of high and ultra-high net worth clients, many with complex financial arrangements which you will be supported on by partners. However, more straight forward matters you should be able to...

  • Private Client Partner

    2 weeks ago

    Bristol, Bristol, United Kingdom Idex Full time

    An outstanding opening for a Private Client partner to join the Bristol or Exeter office of this progressive, forward moving Top 50 national law firm. Our client has an exceptional reputation for within Private Client being in the top tiers in the South west, housing an established team of brilliant private client lawyers handling a full spectrum of private...

  • Private Client Partner

    4 weeks ago

    Bristol, Bristol, United Kingdom Idex Full time

    An outstanding opening for a Private Client partner to join the Bristol or Exeter office of this progressive, forward moving Top 50 national law firm. Our client has an exceptional reputation for within Private Client being in the top tiers in the South west, housing an established team of brilliant private client lawyers handling a full spectrum of private...

  • Private Client Partner/Director

    2 weeks ago

    Bristol, Bristol, United Kingdom Motus Full time

    Private Client – Legal Director / Partner role Private Client – Legal Director / Partner role We are delighted to be working exclusively on this exciting, rare opportunity for an experienced and ambitious Private Client lawyer to join this leading national firm, most likely at Legal Director or Partner level. You will have connections and perhaps live...

  • Partner - Corporate

    2 weeks ago

    Bristol, Bristol, United Kingdom TSR-Legal Full time

    Senior Corporate Solicitor / Partner Opportunity at a Top 50 Law Firm in BristolJoin a top 50 law firm with multiple office locationsEngage in Tier 1 level work and enjoy a hybrid work model - 2 days in the officeTSR Legal is proud to present an outstanding opportunity to become a part of a highly reputable top 50 law firm situated in central Bristol. They...

  • Natural Capital and Corporate Partnerships Lead

    4 weeks ago

    Bristol, Bristol, United Kingdom Avon Needs Trees Full time

    We are looking for a positive people-person with business acumen and the ambition to help take ANT to our next level of impact, delivering on natural capital and private finance for the Lower Chew Landscape Recovery project and Avon Needs Trees' woodland projects.Job PurposeYour legacy will be a tangible impact on slowing down climate change, helping nature...

  • Private Client Senior Manager

    2 weeks ago

    Bristol, Bristol, United Kingdom Pro-Tax Recruitment Full time

    Senior Tax Manager - Private Client - Bristol/Cardiff - Big 4Superb package including car allowance, bonus and hybrid working as standard Are you a Private Client Tax Manager looking for something a little different? Would you want the chance to work for one of the Big4's leading Private Client teams with a real national focus? Would you like a role that can...

  • Corporate Partner

    2 weeks ago

    Bristol, Bristol, United Kingdom Austen Lloyd Full time £85,000 - £150,000

    Corporate Partner (CW Bristol, England Salary: GBP GBP150000 per annum CORPORATE PARTNER – BRISTOL – A high quality Bristol base firm seeking a partner to head up their thriving corporate department. CORPORATE PARTNER – 5 years + PQE We have been instructed on a high-level corporate position within a fantastic firm looking for high quality...

  • Partner

    2 weeks ago

    Bristol, Bristol, United Kingdom Birketts Full time

    Purpose of job We are looking to recruit an individual who has the drive and commitment to assist Birketts' in the continued growth and development of our firmwide corporate practice and to become an essential core member of the Partnership, and in particular to support growth in Bristol to build and develop the Corporate team. You will be involved in a...

  • Corporate Partner

    4 weeks ago

    Bristol, Bristol, United Kingdom Idex Full time

    An outstanding opening for a corporate partner to join the Bristol office of this progressive, forward moving Top 50 national law firm. Our client has an exceptional reputation for corporate law and is home to an award-winning team which handles transactional work including high value corporate M&A, private equity, equity capital markets and financing work...

  • Senior Economic Capital Actuary

    2 weeks ago

    Bristol, Bristol, United Kingdom Aviva Full time

    Senior Economic Capital Actuary Salary up to £90k We are seeking a curious and technically minded Senior Economic Capital Actuary who wants to develop their problem-solving skills, technical knowledge and ability to communicate outcomes to a wide range of internal business partners. This is a great role as you'll be involved in the development and...

  • Tax Partner

    4 weeks ago

    Bristol, Bristol, United Kingdom Bishop Fleming Full time

    Tax Partner About the role We are looking for a Tax Partner to join our Bristol office as we commence the next phase of our ambitious growth plans. We are keen to hear from talented accountants who hold a proven track record of operating within Corporate Tax. The role would provide an opportunity to work with a variety of clients, including...

  • Privately Owned Business

    4 weeks ago

    Bristol, Bristol, United Kingdom Mazars UK Full time

    Privately Owned Business - Audit Director (3666) In Audit, you will join a growing team of over 1,100 relationship driven, curious, problem solvers who add value to their clients on a daily basis. Our Audit Teams provide audit assurance services which are vital to our clients' business controls, shareholder confidence and credibility of their financial...

  • Partner Markets Manager

    2 weeks ago

    Bristol, Bristol, United Kingdom Homes England Full time

    The Markets, Partners and Place (MPP) Directorate leads Homes England's delivery of major projects in priority places alongside development of new opportunities and projects. Our priorities include Garden Settlements and projects that achieve Transformative Urban Regeneration throughout England. The Directorate also leads our response to devolution and the...

  • Tax Partner

    2 weeks ago

    Bristol, Bristol, United Kingdom Bishop Fleming Full time

    Description Location: Bristol About the role We are looking for a Tax Partner to join our Bristol office as we commence the next phase of our ambitious growth plans. We are keen to hear from talented accountants who hold a proven track record of operating within Corporate Tax. The role would provide an opportunity to work with a variety of clients,...

  • Private Client

    2 weeks ago

    Bristol, Bristol, United Kingdom Motus Full time

    Private Client – Legal Director / Partner role Private Client – Legal Director / Partner role Bristol We are delighted to be working exclusively on this exciting, rare opportunity for an experienced and ambitious Private Client lawyer to join this leading national firm, most likely at Legal Director or Partner level. The right candidate may come from...

  • Privately Owned Business

    2 weeks ago

    Bristol, Bristol, United Kingdom Forvis Mazars UK Full time

    Privately Owned Business - Audit Director In Audit, you will join a growing team of over 1,100 relationship driven, curious, problem solvers who add value to their clients on a daily basis. Our Audit Teams provide audit assurance services which are vital to our clients' business controls, shareholder confidence and credibility of their financial...

  • Privately Owned Business

    1 week ago

    Bristol, Bristol, United Kingdom Forvis Mazars UK Full time

    Privately Owned Business - Audit Director In Audit, you will join a growing team of over 1,100 relationship driven, curious, problem solvers who add value to their clients on a daily basis. Our Audit Teams provide audit assurance services which are vital to our clients' business controls, shareholder confidence and credibility of their financial statements....

  • Private Client Solicitor

    2 weeks ago

    Bristol, Bristol, United Kingdom G2 Legal Limited Full time

    This is a senior private client partner level opportunity at a top 100 national law firm who are offering a fantastic opportunity for you to take that step into a private practice culture where you concentrate on having fun in your department with clients,the technical legal work and your team whilst offering a great salary package.**Private Client Partner...