Strategic Private Client Partner

2 days ago


Bristol, Bristol, United Kingdom IDEX Consulting Full time

Company Overview

IDEX Consulting is a progressive, forward-moving Top 50 national law firm with a strong presence in the Bristol and Exeter offices.

We have an exceptional reputation within Private Client being in the top tiers in the South west, housing an established team of brilliant private client lawyers handling a full spectrum of private client work including Wills, Probate, Tax, Trusts and Estates work.

Salary

The estimated salary for this role is £150,000 - £250,000 per annum, depending on experience.

Job Description

As a high-profile partner, you will bring proven technical skills, including a solid track record of leading on complex matters. You will have demonstrable networking, marketing and business development skills as well as the ability to win quality work from and build strong relationships with new and existing clients.

You will be part of a considered focus on inward investment, strengthening our Private Client team nationally.

Required Skills and Qualifications

Experience in Private Client work, including Wills, Probate, Tax, Trusts and Estates.

Proven track record of leading on complex matters.

Demonstrable networking, marketing and business development skills.

Benefits

Opportunity to work with a highly respected law firm in the South West.

A competitive salary and benefits package.

Others

We strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.



  • Bristol, Bristol, United Kingdom Errington Legal Full time

    **About Us:**Errington Legal is a top 50 law firm that has experienced significant growth in recent years, with increased profits and turnover. Our private client department is highly regarded and self-sufficient, and we are committed to further growing our team and office.As a Senior Private Client Partner, you will have the opportunity to be a lead partner...


  • Bristol, Bristol, United Kingdom Certsure NICEIC Full time

    Job OverviewWe are seeking a Strategic Client Partner to join our team at Certsure / NICEIC. As a key member of our Corporate Solutions department, you will be responsible for building and growing key client relationships.This is an excellent opportunity to work with a dynamic team in a hybrid environment (offices in Chesterfield and Dunstable). The...


  • Bristol, Bristol, United Kingdom TSR Legal Full time

    TSR Legal is seeking a Private Client Lead Specialist to join their team in Bristol. As a leading national law firm, they are looking for an accomplished Private Client Lawyer at the Partner level to lead their top-tier department. The successful candidate will have at least 10 years of experience as a qualified lawyer, demonstrating a deep understanding of...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    Evelyn Partners is a leading provider of Private Client services, seeking a seasoned Professional to lead our Compliance and Advisory team in Bristol.This challenging and rewarding role will involve:Managing tax compliance and advisory services for high net worth individuals and familiesProviding strategic guidance on tax planning and structuringDeveloping...


  • Bristol, Bristol, United Kingdom Monahans Full time

    We're looking for a seasoned Tax Consultancy Partner to take charge of our Private Client Tax service. As a leader in this field, you'll oversee a team of experts, driving business growth and delivering cutting-edge tax advice to high net worth individuals.You'll need to bring significant expertise in areas like Inheritance Tax, Trusts, and Capital Gains...


  • Bristol, Bristol, United Kingdom RJA-Consulting Full time

    RJA-Consulting is looking for an experienced Strategic People Partner to join our team. As a key member of our organization, you will collaborate with leaders to drive people strategies that align with business objectives.You will be responsible for:Managing day-to-day HR operationsDelivering strategic initiatives to grow and develop our client's...


  • Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled Private Client Tax Director to join our team in Bristol.The successful candidate will be responsible for developing relationships and new business opportunities, providing tax and other services to private client individuals. As a key member of our team, you will play a crucial...


  • Bristol, Bristol, United Kingdom Monahans Full time

    About the RoleWe are looking for a highly skilled Tax Consultancy Partner to join our team and take charge of our Private Client Tax service. As a leader in this field, you will be responsible for managing a portfolio of high net worth individuals, providing tailored tax consultancy services, and overseeing all aspects of personal tax compliance, trust...


  • Bristol, Bristol, United Kingdom JMC Legal Recruitment Full time

    Join Our Team:We are seeking an experienced Private Client Partner to join our dynamic team in Bristol. As a leader in tax, trust, and succession planning, you will play a key role in shaping the future of our Private Client practice.About JMC Legal Recruitment:We are a top-tier law firm with a strong reputation for delivering high-quality legal services....


  • Bristol, Bristol, United Kingdom Cyan Partners Full time

    Cyan Partners is expanding its practice and seeking an experienced professional to join their team as a strategic sector partner. This role requires a deep understanding of the healthcare sector and the ability to identify opportunities for growth and development.As a member of the Cyan Partners team, you will have the opportunity to work with a diverse...


  • Bristol, Bristol, United Kingdom Yolk Recruitment Full time

    Company Overview\We are partnering with a leading regional law firm in Bristol to find an experienced Private Client Solicitor or Lawyer. The ideal candidate will have the ability to provide expert legal advice on private client matters, manage a diverse caseload, and work collaboratively with the team.


  • Bristol, Bristol, United Kingdom Novo Executive Search Full time

    Employment Partner Role OverviewWe are partnering with Womble Bond Dickinson to find a highly competent and ambitious individual to join their Employment team in Bristol.As a seasoned partner, you will largely manage existing key client relationships and be the face of WBD's Employment team for Bristol, market the team and its expertise, and pursue new...


  • Bristol, Bristol, United Kingdom TSR Legal Full time

    About the RoleAs a Private Client Director at TSR Legal, you will be responsible for leading our Private Client team in Bristol. You will work closely with our clients to develop and implement effective wealth management strategies, ensuring their financial security and goals are met.The ideal candidate will have excellent relationship-building skills, a...


  • Bristol, Bristol, United Kingdom Motus Full time

    Job Title: Private Client Advisory DirectorAbout Be-IT Ltd:Be-IT Ltd is a leading private wealth management firm acting for high-net-worth clients. Our team provides commercial solutions on tax, trust, and estate planning situations.Salary Range: £80,000 - £120,000 per annumKey Responsibilities:As a key hire, you will contribute to the firm's strategic...

  • Private Client Expert

    3 weeks ago


    Bristol, Bristol, United Kingdom TSR Legal Full time

    TSR Legal seeks a confident and business development focused Private Client Partner or Legal Director to support the growth of their ambitious team in Bristol.Job SummaryThe ideal candidate will have considerable experience in non-contentious private client/wealth matters, including IHT planning, will drafting, LPA, trust administration, lifetime giving, and...


  • Bristol, Bristol, United Kingdom Maximum ManagementFrazer Jones USA Full time

    About the Company: Our client, a leading Professional Services firm in Bristol, is seeking an experienced HR Business Partner due to rapid growth. This role will support a front-office client group, delivering integrated operational and strategic HR support to the Senior Leadership Team.

  • Strategic HR Partner

    2 weeks ago


    Bristol, Bristol, United Kingdom Artis Recruitment Full time

    We are Artis Recruitment, a leading recruitment agency, and we're working with one of the UK's most successful Financial Services Groups to find a Senior HR Business Partner.Job SummaryThis is an excellent opportunity for an experienced HR Business Partner to play a key role in the company's significant development programme. The ideal candidate will have a...


  • Bristol, Bristol, United Kingdom Evelyn Partners Full time

    Tax Advisory ServicesWe are seeking an experienced Private Client Tax Specialist to join our team in Bristol. In this role, you will provide tax compliance and advisory services to private clients, including individuals, trusts, and private companies.About Evelyn PartnersEvelyn Partners is a leading professional services firm that delivers high-quality tax...


  • Bristol, Bristol, United Kingdom Michael Page (UK) Full time

    About the JobMichael Page (UK) is seeking a Strategic Finance Partner to join their team. This is an excellent opportunity for a senior professional to lead clients across various industries and drive business growth.Key Responsibilities:Lead audit clients and deliver high-quality audit services.Drive business growth through active networking and client...


  • Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a market leader in integrated wealth management and professional services, providing expert advice to individuals and businesses across the UK.We are seeking a talented individual to join our Private Client Tax team in Bristol as a Director of Private Client Tax Services. The successful candidate will have a proven...