Private Client (Lifetime Planning) – Bristol

Overview

In this role you will advise high and ultra high net worth clients on complex lifetime planning within a market-leading Private Capital team at a top-tier national firm. You will collaborate with senior partners to deliver sophisticated estate planning and tax advice, while developing long-term client relationships. The role blends independent work with high-quality mentorship and opportunities to raise your profile through events and thought leadership. You will shape strategies for wills, trusts, and cross-border planning in a supportive, prestigious environment.

Pay / Benefits

• comprehensive learning and development programme
• STEP/CTA qualification support
• work-life balance and wellbeing initiatives
• competitive salary
• flexible benefits package
• national firm with strong reputation

Responsibilities

• Advising on estate planning and drafting wills and trust documents for HNW and international clients
• Providing inheritance tax and capital gains tax advice
• Supporting business owners with pre exit planning strategies
• Advising 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 products
• Advising on deeds of variation, discretionary trusts and loan arrangements
• Attending networking events, webinars and speaking opportunities to raise your profile
• Delivering exceptional client service and building long term trusted relationships

Key requirements

• At least 4 years’ PQE in private client work
• Strong experience in wills and lifetime planning
• Genuine enthusiasm for private wealth and diverse client base
• Excellent attention to detail and practical, solutions-driven advice
• Confidence handling complex matters and knowing when to seek guidance
• Strong communication skills and ability to build trusted relationships
• Comfort with networking and business development
• Ability to work independently and collaboratively within a supportive team

• client focus
• attention to detail
• communication
• estate planning
• wills
• trusts

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