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Private Client Partner Opportunity

2 months ago

Cardiff, Cardiff, United Kingdom Clarke Wilmott LLP Full time

About the Role

We are seeking an experienced Private Capital Partner to join our team at Clarke Willmott LLP. As a key member of our Private Client department, 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
  • Passion for 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

About Us

Clarke Willmott LLP is a national law firm with a strong reputation for delivering exceptional client service. We are committed to helping our employees realize their full potential and maintain a positive work-life balance. We offer a comprehensive range of wellbeing initiatives to support our employees' physical and mental health.