Client Partner

3 weeks ago


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

Private Client Partner - Bath

Chadwick Nott is seeking an experienced Private Client Partner to join their team in Bath. The ideal candidate will have a proven track record in private client work and be able to operate effectively in a team setting.

Key Responsibilities:

* Estate administration and advising on Wills and LPAs
* Providing guidance on tax-efficient wealth management, business succession planning, and asset protection
* Offering expertise in trusts, companies, and partnerships
* Advising on inheritance tax and capital gains through the use of trusts and partnerships

The successful candidate will demonstrate strong leadership skills, together with exceptional communication skills and technical knowledge.

In return, you can expect a competitive salary and attractive benefits package, as well as hybrid working arrangements.


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