Wealth Management Professional

5 hours ago


Cardiff, Cardiff, United Kingdom TSR Legal Full time

A Private Client Partner is required to join TSR Legal's team in Brecon. This role involves advising clients on IHT planning, wills, LPAs, and trusts. You will also administer taxable estates with business, agricultural, and trust interests.

Responsibilities and Requirements
  • Experience in non-contentious private client matters
  • Ability to draft IHT plans, wills, LPAs, and trusts
  • Knowledge of lifetime giving and wealth protection
  • Capacity to advise institutional trustees and executors
  • Skills in administering complex estates

The successful candidate will have a strong reputation locally and considerable experience in these areas. As a forward-thinking firm, TSR Legal offers excellent training and development opportunities.

This is a salaried position with hybrid working and an attractive benefits package. The estimated annual salary is £65,000-£95,000 based on experience.



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