Private Capital Partner

3 days ago


Bristol, Bristol, United Kingdom Clarke Wilmott LLP Full time

Vacancy Details

We have an exciting opportunity for a Private Capital Partner to join our team in Bristol, dealing mainly with wills, estate planning, and trust advice. Our law firm enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field.

Key Responsibilities:

  • Estate Planning Advice and related Wills and Trust documents for high net worth clients/entrepreneurs and international clients.
  • Complex Wills and advising on Lasting powers of attorney.
  • Advising on inheritance tax and capital gains tax issues that are relevant in estate planning.
  • Advising business owners on opportunities for pre-exit planning.
  • Advising on the creation, management, and closing down of trusts.
  • Liaising with clients' financial planners and discussing a wide range of financial products.
  • Attending networking and business development events.

Requirements:

  • At least five years of post-qualification experience in private client work.
  • Passion for private client work and meeting with a wide range of clients.
  • Ability to deliver complex solutions in a straightforward manner.
  • Great attention to detail and ability to offer solutions.
  • Interest in growing knowledge and technical qualifications.

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.



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