Private Client Partner - Bournemouth

Chadwick Nott; Bournemouth; On-site; GBP 60,000 - 100,000; Full time

Job summary

An innovative and progressive law firm is seeking a talented Private Client Partner to join their esteemed team in Bournemouth. This role offers a unique opportunity to manage a diverse caseload, including drafting wills, administering estates, and providing tax planning advice to high-net-worth individuals. The firm is known for its excellent client care and compliance standards, and the successful candidate will also contribute to business development and mentor junior staff. With a focus on work/life balance and a supportive culture, this position is perfect for an experienced professional looking to thrive in a dynamic environment.

Benefits

Competitive Salary

Work/Life Balance

Professional Development Opportunities

Inclusive Culture

Diverse Work Environment

Qualifications

• 8+ years' PQE in private client work with expertise in wills, probate, tax, and trusts.
• Strong organizational and drafting skills with the ability to manage complex cases independently.

Responsibilities

• Draft and execute wills, administer complex estates and trusts.
• Advise high-net-worth individuals on tax and lifetime planning.

Skills

Wills Drafting

Estate Administration

Tax Planning

Trust Management

Client Relationship Management

Dispute Resolution

Team Supervision

Organizational Skills

Communication Skills

Education

Solicitor Qualification

Chartered Legal Executive

STEP Accreditation

Job description

Private Client Partner - Bournemouth

Great opportunity for a talented Private Client Partner to join a well-established and leading Legal 500 firm in Bournemouth.

Our innovative and progressive law firm client is in an exciting time of transition and growth. They continue to attract high value Private Client work and have carved their reputation as a niche commercial and private client firm in the South of England.

Having worked with this firm for a number of years, we have witnessed their progression and rapid growth and we have now been asked to seek a Private Client Partner to join their well-established and highly regarded Private Client team, recognised for expertise in Personal Tax, Trusts, and Probate.

The successful candidate will be an experienced professional able to handle a broad range of private client work, including:

• Drafting and executing wills.
• Administering complex estates and trusts.
• Advising high-net-worth individuals on tax and lifetime planning.
• Preparing and registering Lasting Powers of Attorney.
• Offering practical solutions to resolve disputes and avoid litigation.

This is a fee-earning role requiring the management of diverse caseloads, excellent client care, and adherence to compliance standards. Additionally, you'll contribute to business development and provide guidance to junior team members.

About You:

• A qualified Solicitor or Chartered Legal Executive (STEP accreditation advantageous).
• 8+ years' PQE in private client work, with expertise in wills, probate, tax, and trusts.
• Strong organisational and drafting skills with the ability to manage complex cases independently.
• Experienced in supervising team members and supporting professional development.
• Excellent communication and client relationship skills.

The firm are offering a competitive salary together with great benefits, realistic targets and work/life balance, all within a brilliant culture and working environment.

For more information about this role please contact Hannah Somers at Chadwick Nott.
(t) 0117 917 1929
(m) 07435 943574
(e) [e-mail]

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*