Private Capital Partner
1 month ago
We are seeking an experienced Private Capital Partner to join our team in Bristol. As a key member of our Private Client practice, you will be responsible for providing expert advice on wills, estate planning, and trust advice to high net worth clients and entrepreneurs.
Key Responsibilities:
- Providing estate planning advice and related wills and trust documents for high net worth clients and entrepreneurs.
- Advising on complex wills and lasting powers of attorney.
- Assisting with inheritance tax and capital gains tax issues relevant to estate planning.
- Advising business owners on pre-exit planning opportunities.
- Liaising with clients' financial planners and discussing a wide range of financial products.
- Attending networking and business development events to raise the profile of the team.
Requirements:
- At least five years of post-qualification experience in private client work.
- Strong attention to detail and ability to offer solutions while knowing when guidance is needed.
- Interest in growing knowledge and technical qualifications.
- Ability to demonstrate excellent client service and build relationships of trust and respect.
- Flexibility in working as part of a team or independently.
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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