Senior Private Wealth Advisor

2 weeks ago


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

This role offers the opportunity to work with a supportive and inclusive firm that values its relationship with clients and referrers. As a Private Client Partner, you will be part of a team that delivers exceptional client service at all times. The successful candidate will have a varied caseload, including administration of estates, advising on tax-efficient wealth and business succession planning, and asset protection.

Responsibilities:

  • Provide private client advice and work autonomously as well as part of a team
  • Offer specialist knowledge and experience in trusts, companies, and partnerships
  • Advise on inheritance tax and capital gains through the use of trusts and partnerships
  • Lead and inspire a team
  • Deliver exceptional client service at all times

Requirements:

  • Demonstrable experience of providing private client advice
  • Strong management experience
  • Organised and able to work at pace and deliver to multiple deadlines
  • Capable of leading and inspiring a team
  • Able to deliver exceptional client service at all times

What We Offer:

  • Private Medical Insurance
  • Dental Insurance
  • Health checks and much more
  • Great working environment, with hot desking available for when you're in the office
  • Plenty of social/networking events to get involved with
  • Opportunity to work flexibly between home and the office

This is a fantastic opportunity for an ambitious and competent Private Client Partner to join a dynamic and supportive team. You will have the chance to work with other fee earners within the Private Client team based at their other offices. Gleeson Recruitment Group is an inclusive employer and welcomes applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.



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