Expert Private Client Services Director

1 month ago


Bath, Bath and North East Somerset, United Kingdom Gleeson Recruitment Group Full time
Private Client Partner Opportunity

Gleeson Recruitment Group is seeking an experienced Private Client Partner to join their Bath-based team. This role offers a unique chance to work with a diverse caseload, including estate administration, tax-efficient wealth planning, and asset protection.

Key Responsibilities:

  • Deliver high-quality private client advice as part of a collaborative team environment
  • Utilize specialist knowledge in trusts, companies, and partnerships to advise clients on inheritance tax and capital gains
  • Lead and motivate a team to achieve exceptional client service outcomes

Requirements:

  • Demonstrated expertise in providing private client advice, with a strong management background
  • Ability to work autonomously and collaboratively, with excellent organizational skills
  • Capacity to inspire and lead a team, driving results-oriented performance

Benefits Package:

  • Comprehensive private medical insurance and dental coverage


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