Private Client Partner

4 weeks ago

Bath, United Kingdom Gleeson Recruitment Group Full time

PRIVATE CLIENT PARTNER - Bath

This company is seeking a highly experienced Private Client Partner to join their inclusive and friendly team in Bath. As a Partner or Legal Director, the successful candidate will have a varied caseload, including administration of estates, advising on tax-efficient wealth and business succession planning, and asset protection.

Responsibilities Included:
- Provide private client advice and work autonomously as well as part of a team
- Offer specialist knowledge and experience in trusts, companies, and partnerships
- Advise on inheritance tax and capital gains through the use of trusts and partnerships
- Lead and inspire a team
- Deliver exceptional client service at all times

Skills and Attributes:
- Demonstrable experience of providing private client advice
- Strong management experience
- Organised and able to work at pace and deliver to multiple deadlines
- Capable of leading and inspiring a team
- Able to deliver exceptional client service at all times

Benefits:
- Private Medical Insurance
- Dental Insurance
- Health checks and much more
- Great working environment, with hot desking available for when you're in the office
- Plenty of social/networking events to get involved with
- Opportunity to work flexibly between home and the office

If you are an ambitious and competent Private Client Partner seeking a new opportunity, this could be the perfect role for you. At this company, you will be joining a supportive and inclusive firm that values its relationship with clients and referrers. You will have the chance to work with other fee earners within the Private Client team based at their other offices.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

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