FAQs
What is the role being advertised?
The role being advertised is for a Private Capital Partner in the Private Capital team, focusing on wills, estate planning, and trust advice.
Where is the position located?
The position can be based in either the Bristol or London office.
Is the role full-time or part-time?
The role can be performed on a full-time basis (37.5 hours per week) or part-time basis (30 hours per week).
What types of clients will the Private Capital Partner work with?
The Private Capital Partner will mainly work with high and ultra-high net worth clients, including those with complex financial arrangements and international footprints.
What are the main responsibilities of the role?
Responsibilities include providing succession planning advice, advising on inheritance and capital gains tax issues, advising business owners on pre-exit planning, and liaising with financial planners.
What qualifications and experience are required for this role?
Candidates should have at least five years of post-qualification experience in private client work and should be either a Partner or Senior Associate in their current role.
Are there any professional development opportunities offered?
Yes, the firm offers support for candidates who have not yet completed or started their STEP and/or CTA qualifications and membership.
What benefits are included in the compensation package?
The benefits package includes hybrid working, private healthcare, income protection, life assurance, a pension scheme, a season ticket loan, 30 days of annual leave plus bank holidays, and additional Christmas leave.
How can candidates apply for the position?
Candidates can apply by sending their CV and covering letter to careers@clarkewillmott.com.
Who can candidates contact for more information about the position?
Candidates can contact Carly McGill or Nathan Tanner, both of whom are Recruitment Advisors. Carly can be reached at 0345 209 1086, and Nathan at 0345 209 1348.