Technical Training Partner
3 days ago
We have an exciting and new opportunity for Partner to join our Private Capital team dealing mainly with wills, estate planning and trust advice. 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 hours per week). This position is based at our Bristol office on a hybrid basis.
Hours: Full-time or part-time
Term: Permanent
You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. 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.
# Advising on inheritance tax and capital gains tax issues that are relevant in estate planning.
# Liaising with our clients’ financial planners and being comfortable discussing a wide range of financial products that may make up their asset base.
# 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.
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.
It is an integral part of this role that you comply with data security and all firm policies and procedures.
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 enjoy networking and undertaking business development work.
# You are flexible working as part of a team or on your own.
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. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.
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