Lifetime Partner – Private Client – Taunton
We are looking for an enthusiastic and dynamic Partner to provide practical advice to our clients.
As a Partner in our well-regarded Private Client team, we will support and encourage you to get involved in business development activities and become embedded into your client sectors, as well as nurturing and extending existing client relationships. This role will focus your technical and client management skills with access to challenging and varied work, working alongside highly respected leading practitioners.
Our client base includes a spectrum of high-net worth individuals, agricultural clients, trustees, landed estates and charities. You will join our lifetime team and be required to advise on inheritance tax and succession planning for private individuals, farmers and agriculture and other business owners.
Our Private Client Team is described as “one of the strongest firms for private client”, in Chambers UK 2021. The lifetime team in Taunton has an agricultural focus and is led by David Maddock and Tom Chiffers and, being based in Taunton, this is a unique opportunity to join and be instrumental to the growth of our team.
Hours: Full Time
Vacancy Reference: 926-LTN
Who we are
You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.
We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.
Most of our people choose to work in a hybrid fashion, working from home and attending our offices on occasion. Our offices are in Bristol, Birmingham, Cardiff, London, Manchester, Southampton, and Taunton.
Day to day, you’ll be successful in this role by:
Joining a team of experienced lifetime planning lawyers that sit within our wider Private Capital team, you will be able to deal with a variety of lifetime planning work. To succeed in this role, you will be a specialist in advising on work for farming clients and their families on how best to organise their affairs and finances.
You will be providing advice on all manner of succession planning including specialised wills and trust structures as part of succession strategies for the transmission of business assets and family wealth. You will also be required to advise on inheritance and capital gains tax mitigation in particular, agricultural and business property reliefs and liaising with HMRC.
As part of the agricultural sector, you will advise a spectrum of agricultural private clients, trustees, landed estates on private capital matters.
It is an integral part of this role that you comply with information security and all firm policies and procedures.
This role is right for you if:
You are someone with talent, ambition and a proven track record and expertise in lifetime planning work.
You will have established strong client relationships within the South West and, very probably, a degree of following. You will have developed strong business development skills and have a vision about how to grow your practice. Ideally, you will have an understanding of agricultural markets and appreciation of the specific needs of this client group.
You will need to be technically excellent but equally, commercially aware. You will need to be a team player with a client focussed approach and a keenness to become involved in business development activities within the team as a whole, having built up strong professional connections.
We expect you to be able to use your initiative, and be a forward-planner, anticipating our clients’ needs in advance wherever possible.
We value hard working team players, but equally value and promote a positive culture with a strong work-life balance. Yes, there are deadlines to meet, but we do not believe that long hours are healthy or produce great client service. We look for well-rounded teams and individuals, as do our clients.
What we can offer you:
A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.
Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.
There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.
Listen to what a few members of our team have to say about what life here at Clarke Willmott is really like, to see if it’s the right fit for you.
If you would like to apply for this vacancy, please send us your CV and covering letter using the form below.
(If you have any difficulties with the form, you can email your application to us at email@example.com)
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