Private Client (Lifetime Planning) - Bristol
Chadwick Nott ·
Reference: HSJ921957782_1787837009Private Client (Lifetime Planning) - BristolAssociate / Senior Associate / PartnerTop Tier National FirmThe RoleFantastic opportunity for an experienced Private Client lawyer to join a highly respected national firm with a strong reputation in private wealth, consistently ranked in the top tiers of Legal 500 and Chambers.
This is a chance to work within a market leading Private Capital team known for its technical excellence, sophisticated client base and collaborative culture. Depending on your experience, this opportunity can be at Associate, Senior Associate or Salaried Partner level.
You'll advise high and ultra high net worth individuals, entrepreneurs and international clients on complex lifetime planning matters. While you'll handle straightforward work independently, much of your caseload will involve intricate estate planning delivered alongside senior partners offering exceptional exposure and development.
Your responsibilities will include:Advising on estate planning and drafting wills and trust documents for HNW and international clientsProviding inheritance tax and capital gains tax adviceSupporting business owners with pre exit planning strategiesAdvising on the creation, management and winding up of trusts (with administrative support from a dedicated Trust Management team)Liaising with financial planners and discussing a broad range of financial productsAdvising on deeds of variation, discretionary trusts and loan arrangementsAttending networking events, webinars and speaking opportunities to raise your profileDelivering exceptional client service and building long term trusted relationshipsYou'll benefit from a national support structure, including access to high quality precedents, a dedicated PSL team, knowledge services and excellent technical training.
STEP/CTA qualification support is available. Candidate RequirementsWe're looking for a technically strong, client focused lawyer who enjoys complex private wealth work. You will bring:At least 4 years' PQE in private client work, with strong experience in wills and lifetime planningGenuine enthusiasm for private wealth and working with a diverse, sophisticated client baseExcellent attention to detail and the ability to offer practical, solutions driven adviceConfidence handling complex matters while knowing when to seek guidanceStrong communication skills and the ability to build trusted relationshipsComfort with networking and business developmentAbility to work independently and collaboratively within a supportive teamThis role is ideal for someone seeking high quality work, strong progression prospects and the chance to work within a nationally recognised team.
Why Join? Join a national firm with top tier rankings and a standout private wealth reputationWork with exceptional lawyers and a high value, complex client baseSupportive, inclusive culture where individuality and diversity are valuedComprehensive learning and development programme, including STEP/CTA supportGenuine work-life balance and wellbeing initiativesCompetitive salary and a flexible benefits packageThis is an outstanding opportunity for an Associate, Senior Associate or Partner to take the next step in a high performing Private Client team.
For more information about this role please contact Hannah Somers at Chadwick Nott.(t) 0117 917 1929(m) 07435 943574(e) hannahsomers@chadwicknott.co.uk*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same.
We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic.
We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*