Expert Private Client Services Director

10 hours 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


  • Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    We are seeking a skilled Private Client Partner to join our Bath office team. This role offers a unique opportunity to work with a diverse range of clients, providing expert advice on wills, LPAs, and estate administration.As a key member of our Private Client team, you will have a varied caseload, including:Providing specialist knowledge on trusts,...


  • Bath, Bath and North East Somerset, United Kingdom Brandon James Full time

    Private Client Solicitor OpportunityA highly respected and award-winning Legal 500 firm is seeking a Private Client Solicitor to join their team in Sussex.The successful Private Client Solicitor will have over 2 years of Post-Qualified Experience (PQE) and will cover all areas of private client work, with a strong emphasis on tax planning and wealth...


  • Bath, Bath and North East Somerset, United Kingdom Chadwick Nott Full time

    Job Title: Private Client SolicitorAbout the Role:We are seeking a skilled Private Client Solicitor to join our team at Chadwick Nott. As a Private Client Solicitor, you will be responsible for handling a wide range of cases, including wills, probate, administration of estates, tax, and trusts.Key Responsibilities:Manage a caseload of private client cases,...


  • Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    We are seeking a highly skilled and experienced Private Client Solicitor to join our team in Bath. As a key member of our Private Client team, you will be responsible for providing expert advice on a wide range of private client matters, including estate administration, tax-efficient wealth and business succession planning, and asset protection.The ideal...


  • Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    We are seeking a highly skilled Senior Private Client Lawyer to join our Private Client team in Bath. This role offers a unique opportunity to work with a diverse range of clients and provide expert advice on private client matters.As a Senior Private Client Lawyer, you will have a varied caseload, including:Administration of Estates and providing advice on...


  • Bath, Bath and North East Somerset, United Kingdom Gleeson Recruitment Group Full time

    Private Client Partner RoleThis company is seeking a highly experienced Private Client Partner to join their inclusive and friendly team. As a Partner or Legal Director, the successful candidate will have a varied caseload, including administration of estates, advising on tax-efficient wealth and business succession planning, and asset protection.Key...


  • Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    We are seeking a highly skilled Senior Private Client Lawyer to join our Private Client team in Bath. This role offers a unique opportunity to work with a diverse range of clients and provide expert advice on private client matters.Key ResponsibilitiesAdministration of Estates and provision of advice on Wills and LPAsAdvising on tax-efficient wealth and...


  • Bath, Bath and North East Somerset, United Kingdom Gleeson Recruitment Group Full time

    Job Title: Private Client PartnerJob Description:This company is seeking a highly experienced Private Client Partner to join their inclusive and friendly team in Bath. As a Partner or Legal Director, the successful candidate will have a varied caseload, including administration of estates, advising on tax-efficient wealth and business succession planning,...


  • Bath, Bath and North East Somerset, United Kingdom Monahans Full time

    About the Opportunity:We are seeking an experienced Assistant Client Portfolio Manager to join our team at Monahans. This is an exciting opportunity to work with a dynamic and growing firm, contributing to the growth and development of our business and delivering exceptional client service.Key Responsibilities:• Manage client relationships, providing...


  • Bath, Bath and North East Somerset, United Kingdom Brandon James Full time

    Award-winning Legal 500 firm seeking a seasoned Private Client Solicitor to enhance their Sussex-based office.The ideal candidate will have a minimum of 2 years PQE in private client law, with a strong focus on tax planning and wealth management.Candidates will work closely with experienced partners to provide expert legal advice on wills, trusts, estate...


  • Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    About the RoleWe are seeking a seasoned Private Wealth Management Specialist to join our esteemed team in Bath. This exceptional opportunity allows for autonomy and collaboration with a diverse range of clients.This role involves a varied caseload, including:Administering estates and providing expert advice on wills and LPAsOffering tax-efficient guidance on...


  • Bath, Bath and North East Somerset, United Kingdom LEAP Legal Software Pty Full time

    About the RoleWe are seeking a highly skilled Customer Success Consultant to join our team at LEAP Legal Software Pty. As a key member of our Client Success team, you will play a vital role in ensuring our clients achieve their business goals.Key ResponsibilitiesConduct in-depth analysis of client requirements and objectives, identifying opportunities to...


  • Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Private Client Fee Earner OpportunityYolk Legal is working with a respected Somerset-based law firm to find an experienced Private Client Paralegal, Legal Executive or Solicitor. This role offers the chance to establish a rewarding career with a firm that values first-class service and professional growth.Key Responsibilities:Develop relationships with new...


  • Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Private Client Fee Earner OpportunityYolk Legal is working with a respected and growing law firm in Somerset, known for its regional presence and reputation within the market. This is an excellent opportunity for an experienced Private Client Paralegal, Legal Executive, or Solicitor to establish a rewarding career with a firm that prides itself on delivering...


  • Bath, Bath and North East Somerset, United Kingdom Battens Solicitors Full time

    Battens Solicitors, a forward-thinking organisation with a rich 300-year history, attributes its exceptional service to the dedication and talent of its hardworking staff. We foster a stimulating, inclusive, collaborative, and empowering workplace that values the pivotal role our staff play.Position: Private Client SolicitorWe are seeking a Private Client...


  • Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Yolk Recruitment is partnering with a prestigious regional law firm to find an experienced Private Client Lawyer.About the RoleThis is an excellent opportunity to join an award-winning team that values innovation, client service, and professional development.As a Private Client Lawyer, your responsibilities will include managing a diverse caseload within the...


  • Bath, Bath and North East Somerset, United Kingdom Zest Recruitment and Legal Consultancy Ltd Full time

    About this role:We are seeking a junior solicitor to join our esteemed Private Client team in Bath. This team is consistently recognised in both Chambers and the Legal 500 for handling high-profile cases.Our ideal candidate will independently manage files under senior supervision, building legal expertise and autonomy.They will develop client relationships...


  • Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Private Client Lawyer OpportunityYolk Recruitment is partnering with a prestigious regional law firm to find an experienced Private Client Lawyer. This is an excellent opportunity to join an award-winning team that values innovation, client service, and professional development.Key ResponsibilitiesAs a Private Client Lawyer, your primary responsibilities...


  • Bath, Bath and North East Somerset, United Kingdom THRINGS Full time

    About ThringsWe are a leading law firm dedicated to providing exceptional legal services to our clients. Our Private Client team in Bath offers a unique opportunity for an experienced lawyer to join our dynamic and inclusive team.


  • Bath, Bath and North East Somerset, United Kingdom The CFO Centre UK Full time

    Unlock Your Potential as a CFOAre you a seasoned Chief Financial Officer (CFO) or Finance Director looking for a new challenge? Do you want to leverage your expertise to drive business growth and success? We're seeking a talented CFO to join our team at The CFO Centre UK, a leading provider of part-time finance director and CFO services to mid-sized...