Private Capital Partner – Bristol

6 months ago

Bristol, United Kingdom Clarke Wilmott LLP Full time

Vacancy details

We have an exciting and new opportunity for Partner to join our Private Capital team dealing mainly with wills, estate planning and trust advice. Our well-regarded holds consistent top tier rankings in the Legal 500 and Chambers and Partners. Our client base includes a high proportion of high and ultra-high net worth clients with complex financial arrangements, and we deal with multiple generations of families as their trusted advisor.

We offer a generous benefits package that includes:

• Hybrid Working
• Private Healthcare
• Income Protection
• Life Assurance
• Pension Scheme
• Season Ticket Loan (between £150 – £2000)
• 30 Days Annual Leave and Bank Holidays
• Additional Christmas Leave

This position can be performed on a full-time basis (37.5 hours per week) or part-time basis (30 hour per week). This position is based at our Bristol office on a hybrid basis.

Role:  Partner
Location:  Bristol
Hours: Full-time or part-time
Term: Permanent
Vacancy Reference: 1234-LBL

Who we are

You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to that makes it easy for you to stay with us for many years.

We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.

Most of our people choose to work in a hybrid fashion, working from home and attending our offices on occasion. Our offices are in Bristol, Birmingham, Cardiff, London, Manchester, Southampton, and Taunton.

Day to day, you’ll be successful in this role by:

In this varied role you will be dealing with all aspects of Private Client work including:

• 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 (our Trust Management Team will deal with the day to day compliance and administration).

• Liaising with our clients’ financial planners and being comfortable discussing a wide range of financial products that may make up their asset base.

• Advising on Deeds of Variation including discretionary trust arrangements and loans.

• Attending any networking and business development events with the opportunity to raise the profile of you and the team by speaking at events, webinars and podcasts.

Providing excellent client service, as this is at the heart of everything we do. You will appreciate how important this is for our private clients, so you must be able to show us how you have impressed your clients and built relationships of trust and respect with them.

You will enjoy the support of a national practice and the advice and guidance of many exceptional lawyers. This will include access to high quality precedents and reference materials, support from a dedicated professional support lawyer and knowledge services team and a superb level of technical training.

We are keen to invest in your development and if you have not yet completed (or started) your STEP and/or CTA qualifications and membership we can support you in this.

It is an integral part of this role that you comply with data security and all firm policies and procedures.

This role is right for you if:

• You are passionate about private client work and meeting with a wide range of clients and delivering often complex solutions in a straightforward manner and given excellent client service at all times.

• You have at least five years of post-qualification experience in private client work and are either a Partner or Senior Associate in your current role.

• You want to be part of a vibrant and supportive team and be a key participant in its future growth.

• You have great attention to detail and the ability to offer solutions whilst knowing where guidance is needed to provide the most efficient outcome.

• You are interested in growing your knowledge and technical qualifications.

• You can appreciate the importance of client service and are able to demonstrate how you have impressed your clients and built relationships of trust and respect with them.

• You enjoy networking and undertaking business development work.

• You are flexible working as part of a team or on your own.

What we can offer you:

A career at Clarke Willmott will feel different to other law firms. We thrive on our because as a team, we are united by 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.

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

  • Private Capital Partner

    6 months ago

    Bristol, United Kingdom Clarke Willmott Full time

    **Vacancy details**: We have an exciting and new opportunity for Partner to join our Private Capital team dealing mainly with wills, estate planning and trust advice. Our well-regarded Private Capital team holds consistent top tier rankings in the Legal 500 and Chambers and Partners. Our client base includes a high proportion of high and ultra-high net worth...

  • Private Capital Partner

    3 weeks ago

    Bristol, Bristol, United Kingdom Clarke Wilmott LLP Full time

    Vacancy DetailsWe 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...

  • Partners in Bristol

    6 months ago

    Bristol, United Kingdom City of Bristol College Full time

    Job description **Salary**:£27,000 **Contract**:Permanent, Full time, 39 hours a week **Location**:Bristol and Gloucester **Partners in Bristol** (PiB) are looking to recruit a competent, proactive Career Coach to join our growing company. This role will involve giving advice and guidance to individuals looking to gain employment, retrain or further...

  • Administration Assistant

    6 months ago

    Bristol, United Kingdom Clarke Willmott LLP Full time

    **Vacancy details** Our Private Capital team has a brand-new opportunity for an Administration Assistant to provide proactive and professional support to senior fee earners within the team. This role is full time and based from our beautiful modern city centre office, which is close to shops, restaurants, car parks and public transport links. We offer an...

  • Family Partner, Bristol

    1 month ago

    Bristol, Bristol, South West England, United Kingdom Motus Recruitment Full time

    Family Partner Bristol Rare opening for an experienced Family lawyer to join this fast growing, dynamic firm as a Legal Director or Partner. Our client, based in Bristol, has a notable reputation for family & matrimonial law. The firm is progressive, well managed and forward thinking, offering great autonomy and promoting a healthy merit based...

  • Family Partner, Bristol

    1 month ago

    Bristol, United Kingdom Motus Recruitment Full time

    Family PartnerBristolRare opening for an experienced Family lawyer to join this fast growing, dynamic firm as a Legal Director or Partner.Our client, based in Bristol, has a notable reputation for family & matrimonial law. The firm is progressive, well managed and forward thinking, offering great autonomy and promoting a healthy merit based culture.This is a...

  • Planning Partner, Bristol

    1 month ago

    Bristol, Bristol, South West England, United Kingdom Motus Recruitment Full time

    Planning Partner, Bristol Are you a planning partner looking for a fresh challenge? This exciting, well managed firm has a rare opening for an experienced Planning Partner to join their Bristol office. With a consistent throughput of instructions from clients spanning the private and public sectors, the firm is keen to appoint an experienced planning...

  • Planning Partner, Bristol

    1 month ago

    Bristol, United Kingdom Motus Recruitment Full time

    Planning Partner, Bristol Are you a planning partner looking for a fresh challenge? This exciting, well managed firm has a rare opening for an experienced Planning Partner to join their Bristol office. With a consistent throughput of instructions from clients spanning the private and public sectors, the firm is keen to appoint an experienced planning...

  • Bristol Capital Projects Engineer

    7 days ago

    Bristol, Bristol, United Kingdom Kingston Barnes Ltd Full time

    Kingston Barnes Ltd is hiring an experienced Capital Projects Engineer for our Bristol site. The successful candidate will earn a salary between £60,000 and £80,000 per year.Job Description:Develop project specifications, cost breakdowns, and project plans.Execute capital projects from conception to completion.Ensure compliance with current standards,...

  • Corporate Lawyer Partner for Bristol Team

    4 weeks ago

    Bristol, Bristol, United Kingdom Birketts Full time

    Job DescriptionWe are seeking a skilled and experienced corporate lawyer to join our team in Bristol as a Partner. This is an excellent opportunity for a motivated individual to become an integral part of our firm's continued growth and development.About the RoleAs a Partner, you will be responsible for providing exceptional legal advice to clients and high...

  • Bristol Health Partners Project Officer

    6 months ago

    Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    Are you a Project Officer who is ready to develop your skills with an exciting new opportunity? We are looking for someone who can demonstrate their creativity and ability to put new ideas into practice. Join Bristol Health Partners Academic Health Science Centre, a dynamic collaboration between the city region's universities, major health and care...

  • Auditor - Sw of England (Taunton, Bristol

    6 months ago

    Bristol, United Kingdom DF Capital Full time

    **About Distribution Finance Capital Limited** We’re DF Capital, a specialist savings and commercial lending bank built to serve the needs of individuals and businesses in the UK. From straightforward savings to practical commercial finance solutions, our aim is to provide first class customer service to help manage and grow businesses or consumer...

  • Private Client Partner

    6 months ago

    Bristol, United Kingdom Idex Full time

    This top 50 UK law firm is seeking to add an experience Private Client Partner to a full service office in Bristol, alongside Partners coming from top international practices. A great opportunity for a Private Client Partner with experience in HNW and complex matters, to have full autonomy and support from an established private client team, tier 1 in other...

  • Administration Assistant

    6 months ago

    Bristol, United Kingdom Clarke Willmott Full time

    **Vacancy details**: Our Private Capital team has an opportunity for a Administration Assistant to provide proactive and professional support to senior fee earners within the team. **Role**:Administration Assistant **Location**:Bristol **Hours**:Full Time **Term**:Permanent **Vacancy Reference**:1197-BBL **Who we are**: You’ll be joining a national law...

  • M&A Partner Bristol Bristol M&A

    7 days ago

    Bristol, United Kingdom Social Fabriek Full time

    Marktlink is a committed international M&A specialist with an independent, discrete, and no-nonsense approach.Together with our labels Marktlink Exit-Ready and Marktlink Transaction Services, we support entrepreneurs by preparing their business for sale and guide them throughout the entire sales or acquisition process.Our label Marktlink Capital offers...

  • Corporate Team Lead

    2 weeks ago

    Bristol, Bristol, United Kingdom Chadwick Nott Full time

    Job SummaryThis is an excellent opportunity for an ambitious and talented lawyer to join our Bristol-based team. As a senior corporate lawyer, you will work across a variety of sectors and work types including Mergers & Acquisitions, Capital Markets & Governance and Private Equity / Venture Capital.The salary for this role is estimated to be around £85,000...

  • Corporate Partner

    1 month ago

    Bristol , Bristol, South West England, United Kingdom Austen Lloyd Limited Full time

    CORPORATE PARTNER - BRISTOL - A high quality Bristol base firm seeking a partner to head up their thriving corporate department. CORPORATE PARTNER - 5 years + PQE We have been instructed on a high-level corporate position within a fantastic firm looking for high quality solicitor from a brilliant background. This is a rare opportunity to build and lead...

  • Leading Corporate Solicitor

    3 weeks ago

    Bristol, Bristol, United Kingdom Hays Legal Full time

    Your new firm is a highly regarded international law firm that has an excellent reputation for providing top-notch corporate services in the UK. The company is looking for a Senior Associate or Associate Director to join their team of experts in Bristol.Job DescriptionThe role involves providing full spectrum corporate services including private equity,...

  • Corporate Partner

    2 weeks ago

    Bristol, United Kingdom Idex Consulting Full time

    An outstanding opening for a corporate partner to join the Bristol office of this progressive, forward moving Top 50 national law firm. Our client has an exceptional reputation for corporate law and is home to an award-winning team which handles transactional work including high value corporate M&A, private equity, equity capital markets and financing work...

  • Corporate Partner

    1 month ago

    Bristol, United Kingdom Austen Lloyd Limited Full time

    CORPORATE PARTNER - BRISTOL - A high quality Bristol base firm seeking a partner to head up their thriving corporate department.CORPORATE PARTNER - 5 years + PQEWe have been instructed on a high-level corporate position within a fantastic firm looking for high quality solicitor from a brilliant background. This is a rare opportunity to build and lead the...