Private Client Partner / Senior Associate – Bristol

Private Client Partner / Senior Associate – Bristol

My client are seeking to recruit a confident and business development focussed Partner or Senior Associate to support the growth of their ambitious Trust & Estates team. Based in their Bristol office, you will work directly with the Head of Department to build a new Private Client team in that location. Potentially either bringing a following or a book of contacts with you, you will be handling a range of matters including:

• non-contentious private client/wealth, with an entrepreneur and family office focus, working alongside corporate, tax and commercial property teams
• advising in relation to IHT planning, will, LPA and Trust drafting
• advising individuals on lifetime giving and the protection of wealth
• providing pre-sale tax planning advice for shareholders in private limited companies
• owner-managed business succession
• advising institutional trustees and executors (including private banks/family offices), on all aspects of trusteeship and estate administration
• administering taxable estates (with business assets, agricultural assets and trust interests, etc)

You will have already gained considerable experience in these types of matters, and have developed a strong reputation locally with a variety of clients and business networks. We will expect you to take a key role in growing the new Bristol team, increasing our presence within the market through your positive and proactive approach to business development.

About the firm

They are proud of being a professional yet friendly, non-hierarchical firm, where they want their people to enjoy working together to achieve great results. As an ambitious and forward-thinking firm, you can expect to be provided with excellent training and development opportunities, in order to further your career in a stimulating and supportive environment. In addition, the spacious modern offices  are perfectly appointed to support your business development work. They are ambitious - for ourselves, and for our people - and want to support you to realise your full potential, whilst enjoying a positive work-life balance in a great location.

If joining as a Senior Associate, you'll also enjoy our range of flexible benefits, which include:

• Pension
• Life Assurance
• Private Health Insurance
• Private Medical Insurance
• Discretionary bonus scheme
• 25 days annual leave, all bank holidays plus your birthday off and an extra day at Christmas. Your holiday entitlement increases with length of service.
• Holiday Purchase Scheme
• Enhanced Maternity & Paternity Pay
• Free Legal Services to Staff: Including wills and conveyancing
• Medicash: Health care cash plan for employees

For a confidential discussion on this role please contact Daniel Mason at our head offices.