Private Capital Partner – Bristol or Cardiff

1 month ago


Cardiff, Cardiff, United Kingdom Clarke Wilmott LLP Full time
Role Overview

We are seeking an experienced Private Capital Partner to join our team in Bristol or Cardiff. As a key member of our Private Client practice, you will be responsible for providing expert advice on wills, estate planning, and trust advice to high net worth clients and entrepreneurs.

Key Responsibilities
  • Dealing with all aspects of Private Client work, including estate planning, wills, and trust advice.
  • Advising on inheritance tax and capital gains tax issues relevant to estate planning.
  • Liaising with clients' financial planners and discussing a wide range of financial products.
  • Attending networking and business development events to raise the profile of the team.
  • Providing excellent client service and building relationships of trust and respect with clients.
Requirements
  • At least five years of post-qualification experience in Private Client work.
  • Either a Partner or Senior Associate in your current role.
  • Passionate about Private Client work and delivering complex solutions in a straightforward manner.
  • Great attention to detail and ability to offer solutions while knowing where guidance is needed.
  • Interest in growing knowledge and technical qualifications.
  • Ability to demonstrate excellent client service and build relationships of trust and respect with clients.
  • Flexibility in working as part of a team or on your own.
What We Offer

A career at Clarke Willmott will feel different to other law firms. We thrive on our shared values and mutual respect. Working with us, you will feel empowered, valued, and free to be yourself in a safe and supportive environment.

We provide a comprehensive range of wellbeing initiatives to support your work-life balance. Our mission is to help you realise your full potential while maintaining a positive work-life balance.



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