Overview
In this role you will lead the private client practice in Oxford, guiding high‑net-worth clients through complex estate planning, tax, trusts and succession matters. You will shape the team’s growth and strategy, while delivering top‑tier client service with autonomy. The position offers partnership potential and a clear path for long‑term progression in a collaborative firm. You’ll partner with cross‑functional colleagues to drive value for clients and the practice.
Responsibilities
- Advise HNW/UHNW clients on estate planning, tax, trusts and succession matters
- Lead, mentor and develop a high-calibre private client team
- Contribute to the strategic direction and growth of the practice
- Build and maintain strong client relationships and a loyal client base
- Work with leadership to shape firm initiatives and long-term planning
Key requirements
- leadership
- mentoring
- strategic thinking
- estate planning
- tax
- trusts
…
