Private Capital Partner

2 months ago

Cardiff, Cardiff, United Kingdom Clarke Wilmott LLP Full time
Private Capital Partner Opportunity

We are seeking an experienced Private Capital Partner to join our team in Bristol or Cardiff. As a key member of our Private Client department, you will be responsible for providing expert advice on estate planning, wills, and trusts to high net worth individuals and entrepreneurs.

Key Responsibilities:
  • Provide complex estate planning advice and related wills and trust documents to high net worth clients and international clients.
  • Advise on inheritance tax and capital gains tax issues relevant to estate planning.
  • Liaise with clients' financial planners and discuss a wide range of financial products that make up their asset base.
  • Attend networking and business development events to raise the profile of yourself and the team.
Requirements:
  • At least five years of post-qualification experience in private client work.
  • Either a Partner or Senior Associate in your current role.
  • Passionate about private client work and delivering excellent client service.
  • Great attention to detail and ability to offer solutions while knowing where guidance is needed.
  • Interest in growing your knowledge and technical qualifications.
What We Offer:

A career at Clarke Willmott will feel different to other law firms. We thrive on 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.

We provide a comprehensive range of wellbeing initiatives to support your work-life balance. Our mission is to help you realise your full potential while maintaining a positive work-life balance.

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