Private Client (Lifetime Planning) – Bristol

Overview

In this role you advise high-net-worth and international clients on lifetime planning within a market-leading Private Capital team. You will handle intricate estate planning and collaborate with senior partners to deliver sophisticated advice. The position offers strong progression potential within a nationally recognized firm and opportunities to engage with a prestigious client base and cross-functional teams. A meaningful hook is the firm’s top-tier private wealth reputation and supportive development culture.

Pay / Benefits

• competitive salary
• flexible benefits package
• wellbeing initiatives
• learning and development programme
• STEP/CTA support
• national support structure

Responsibilities

• Advise on estate planning and draft wills and trusts for HNW and international clients
• Provide inheritance tax and capital gains tax guidance
• Support business owners with pre-exit planning
• Advise on creation, management and winding up of trusts with Trust Management team support
• Liaise with financial planners on a broad range of financial products
• Advise on deeds of variation, discretionary trusts and loan arrangements
• Attend networking events, webinars and speaking engagements to raise profile
• Deliver exceptional client service and build long-term trusted relationships

Key requirements

• At least 4 years’ PQE in private client work with strong wills and lifetime planning experience
• Genuine enthusiasm for private wealth and diverse client base
• Attention to detail and practical, solutions-driven advice
• Ability to handle complex matters and seek guidance when needed
• 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

• strong communication
• relationship-building
• business development
• estate planning
• wills and trusts
• inheritance tax

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