Private Client Specialist

2 days ago


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

Chadwick Nott is seeking a Private Client Specialist to join their team in Bath. As a leading regional practice, they offer an excellent opportunity for a skilled professional to take on a varied caseload.

About the Role

The successful candidate will have proven experience in private client work and be able to operate independently and within a team setting. Responsibilities include estate administration, advising on Wills and LPAs, providing guidance on tax-efficient wealth management, business succession planning, and asset protection. They will also advise on inheritance tax and capital gains through the use of trusts and partnerships.

Requirements

The ideal candidate will demonstrate strong leadership skills, exceptional communication skills, and technical knowledge. A competitive salary and attractive benefits package are on offer, along with hybrid working arrangements.

Salary

The estimated salary for this role is £120,000 - £180,000 per annum, depending on experience.



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