Private Wealth Counselor

7 days ago


Bristol, Bristol, United Kingdom Service Care Legal Full time
Job Description: Private Wealth Counselor

We are seeking an experienced Private Wealth Counselor to join our team in Bristol. As a key member of our Private Wealth team, you will handle succession and tax legal matters for high-net-worth clients.

The ideal candidate will have at least 4 years of PQE in Private Wealth law and be able to communicate complex legal concepts clearly to clients. The salary range for this position is £90,000 to £120,000 depending on experience.

Responsibilities of the Private Wealth Counselor role include:
  • Providing expert advice on succession planning, inheritance tax, and estate administration
  • Developing customized strategies to optimize tax efficiency
  • Collaborating with a multidisciplinary team to deliver comprehensive legal solutions
  • Assigning casework to junior members of the Private Wealth team

Key Skills and Qualifications:
  • A qualified solicitor with significant PQE in Private Wealth law
  • Ability to communicate complex legal concepts effectively to HNW individuals and companies
  • Possess a strong reputation in the industry or have a personal network to leverage
  • Knowledge of succession and tax law would be beneficial

Benefits Package:
  • A competitive salary and comprehensive benefits package
  • A collaborative and supportive work environment
  • A flexible working arrangement that suits your needs
  • An opportunity to work with a diverse range of clients and high-profile cases


  • Bristol, Bristol, United Kingdom Errington Legal Full time

    Role: Professional Support CounselorWe are seeking an experienced Professional Support Counselor to join our Corporate team in Bristol.The successful candidate will provide expert legal guidance and support to our fee earners, ensuring they receive regular training and updates on corporate law and practice.The job involves:Providing expert advice on...


  • Bristol, Bristol, United Kingdom Michelmores Full time

    We are seeking a Private Wealth Manager to join our dynamic team at Michelmores in Bristol or Exeter.Job SummaryThe successful candidate will have experience in trust administration and management of a large number of trusts, with a focus on providing an efficient trust administration service.Key ResponsibilitiesLiaising with accountants and coordinating the...


  • Bristol, Bristol, United Kingdom CV-Library Full time

    Service Care Solutions collaborates with a renowned Legal 500 firm in Bristol, seeking an accomplished Private Wealth Law Director. This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.The ideal candidate will have at least 4 years of post-qualification experience (PQE) in Private...


  • Bristol, Bristol, United Kingdom Chadwick Nott Full time

    **About the Role:**We are looking for a talented Private Wealth Lawyer to join our esteemed team. As a Senior Private Client Advisor, you will play a critical role in delivering high-quality advice to our clients and contributing to the growth of our Private Wealth sector.The successful candidate will possess extensive experience working with High Net Worth...


  • Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

    Service Care Solutions Ltd is partnering with a leading law firm based in Bristol to recruit an experienced attorney for their Private Wealth team.About the RoleThis challenging position involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration. You will work closely with a multidisciplinary team to...


  • Bristol, Bristol, United Kingdom Service Care Legal Full time

    About the Role    The Private Wealth Law Director position requires an individual with at least 4 years of PQE in Private Wealth law. You will advise HNW clients on complex succession planning, inheritance tax, and estate administration. Your responsibilities will also include developing and implementing bespoke strategies to optimize tax efficiency,...


  • Bristol, Bristol, United Kingdom CV-Library Full time

    Senior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...


  • Bristol, Bristol, United Kingdom Chadwick Nott Full time

    Private Client Senior Associate OpportunityChadwick Nott seeks an experienced Private Client Senior Associate to join their highly regarded Private Wealth team. As a key member of the team, you will lead complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.About the RoleAs a Private Client Senior Associate, you...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...


  • Bristol, Bristol, United Kingdom Chadwick Nott Full time

    Job Summary">We are seeking a highly skilled Private Client Senior Associate to join our Private Wealth team. As a senior associate, you will be responsible for leading key client relationships and working on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.">Responsibilities and Requirements">You will need...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    Job SummaryWe are looking for a skilled Tax Assistant to join our Private Wealth team at Womble Bond Dickinson. As a key member of the team, you will manage a portfolio of clients, preparing personal and trustees' tax returns.Job DescriptionIn this role, you will be responsible for:Preparing personal and trustees' tax returns, ensuring accuracy and...


  • Bristol, Bristol, United Kingdom IDEX Consulting Full time

    We are strengthening our Private Wealth offering with an experienced private client solicitor in the South West. You will join a highly regarded team with a strong reputation for high-quality regional and national high net worth work.Key Responsibilities:Acting on a varied workload including complex non-contentious mattersWealth planning, estate planning,...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson (UK) LLP Full time

    We're looking for a highly motivated Tax Assistant to join our Private Wealth team in the UK. This is a fantastic opportunity to work in a dynamic tax/trust accounting environment and develop your skills and experience.About the TeamOur Private Wealth team is a close-knit group of professionals who work together to deliver excellent service to our clients....


  • Bristol, Bristol, United Kingdom Austen Lloyd Limited Full time

    In this challenging yet rewarding role as a Private Client Solicitor, you will play a pivotal part in advising clients on various aspects of private wealth management. Your expertise in drafting and reviewing wills, establishing trusts, and handling tax work and estate administration will be invaluable to our clients. We are committed to providing a...


  • Bristol, Bristol, United Kingdom Simpson Judge Full time

    We are seeking a Private Wealth and Estate Lawyer to join our Private Client department at Simpson Judge. As a key member of our team, you will be responsible for assisting Fee Earners and Solicitors in various legal matters, including Wills, Trusts, LPA, COP, and estate administration.Your responsibilities will include:Providing expert support to Fee...


  • Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full time

    Service Care Solutions Ltd, a well-regarded firm in the legal sector, is seeking an experienced Private Wealth lawyer to join their team in Bristol.Salary and Benefits:The successful candidate can expect a competitive salary of £90,000 to £120,000 per annum, depending on experience, along with a comprehensive benefits package.About the Role:This...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    **Career Opportunity at Womble Bond Dickinson**We are seeking a highly skilled Tax Senior to join our Private Wealth team in the UK. This role offers a unique blend of challenge and opportunity, allowing you to develop your skills and expertise in personal tax.As a Tax Senior, you will be responsible for a portfolio of clients, preparing personal and...


  • Bristol, Bristol, United Kingdom TSR Legal Full time

    Job Overview:TSR Legal is a growing national law firm with a strong reputation in the private client sector.We are seeking an experienced Private Client lawyer to lead our wealth planning department in Bristol.This is an exciting opportunity to take on a key strategic role and develop the team to achieve continued success.The ideal candidate will have a deep...


  • Bristol, Bristol, United Kingdom Chadwick Nott Full time

    **About Chadwick Nott:**Chadwick Nott is a leading law firm that specializes in contentious trusts and probate matters. Our team is known for its expertise and commitment to delivering exceptional results for our clients.We are based in central Bristol and offer a blend of office and home working. Our thriving team provides a collegiate environment with a...


  • Bristol, Bristol, United Kingdom Chadwick Nott Full time

    Job OverviewWe are seeking an experienced specialist in contentious trusts and probate to join our dynamic Charities & Private Wealth Disputes team in Bristol. This role offers a unique opportunity for professional growth and development, with a focus on delivering exceptional results for our clients.