Private Wealth Partner

Our client is a leading law firm based in Oxford with a national reputation for handling commercial and personal legal matters for a wide range of individuals, businesses, institutions, and third sector organisations. 

The role will be covering private client, but the department is renowned for dealing with high value complex work and your involvement will depend upon your level of experience. The practice is seeking a Partner to join the Private Wealth Department 
The ideal candidate will present with a minimum of 7+ years’ PQE, ideally gained in a top tier law firm. 

To be considered for this private wealth partner role, you will have experience dealing with a variety of private client matters, including:

- estate administration including taxable estates, wills and estate planning and trust advice (setting up and advising re trusts) and proficiency in dealing with more complex cases involving HNW individuals
- acting for a number of high net worth individuals and landed estates, providing advice on the use of wills and trusts to mitigate capital taxes
- familiarity with taxation and management of trusts, including former A&M trusts, 18-25 trusts and experience with interest in possession trusts and discretionary trusts including the interaction with s31 Trustees Act 1925

The successful applicant will need to be dynamic and capable of implementing a variety of marketing and business development initiatives. You should also possess a strong academic record. 
In return for your hard work and dedication, the firm offers a competitive starting salary which includes regular salary reviews, a year on year bonus and a comprehensive benefits package to include agile working and private medical.

To register your interest in this senior private wealth partner role based in Oxford, please call Gayle Woolf at G2 Legal.

We are constantly recruiting for positions like Private Wealth Partner. Visit our website to see them or call 01273 289000 and talk to Loraine Silvester to register with us.

More information

For more information about this role and to apply, please contact Loraine Silvester at G2 Legal on 01273 289000 or forward an up to date copy of your CV.

PQE, years of experience and salary levels are shown purely as a guide. We will consider applications from candidates that can demonstrate the skills or experience required for this role.

Job reference: 138901-4-GW-11--3UC

Company Benefits

  • a
    25 days holiday per annum

Apply for Private Wealth Partner

Reference: 138901-4-GW-11--3UC | Location: Banbury

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