Expert Private Client Partner – Bristol
3 days ago
Private Client Partner Role
We are seeking a skilled Private Client Partner to join our Bristol office, where you will work closely with our Private Client team to provide exceptional advice to high net worth clients.
Key Responsibilities:
- Deliver complex Private Client solutions to clients across multiple generations.
- Provide expert advice on estate planning, tax, and trust matters.
- Collaborate with our Trust Management Team to ensure seamless administration and compliance.
- Liaise with clients' financial planners to discuss a wide range of financial products.
- Attend networking events to raise the profile of our team and contribute to business development.
Requirements:
- At least five years of post-qualification experience in Private Client work.
- Strong knowledge of Private Client law, including estate planning, tax, and trusts.
- Excellent client service skills, with a focus on delivering complex solutions in a straightforward manner.
- Ability to work flexibly as part of a team or independently.
About Us
Clarke Willmott is a national law firm committed to helping our clients achieve their goals. We pride ourselves on our exceptional people, industry knowledge, and passion for delivering the best results. As a Private Client Partner, you will be empowered to work where you do your best work, balancing individual needs with the need for teamwork and excellent client service.
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