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Permanent

Partner - Private Client

Taunton
money-bag 70000.00-70000.00 Annual
Posted 2 days ago

Position: Head of Private Client Location: Somerset - choice of offices, with hybrid working options Salary: Up to 100,000 DOE + two bonuses Lead. Influence. Progress.Are you ready to take the lead in a well-established and respected Private Client team, with full support to shape its future and real progression to the Board? This is a standout opportunity to step into a Head of Private Client role at a long-standing firm with deep roots in Somerset and West Dorset. With offices in picturesque locations, this well-regarded firm is known for its professional yet down-to-earth approach, strong community ties and genuinely supportive culture. You''ll be joining a firm that balances traditional values with a forward-thinking mindset, giving you the space and autonomy to make strategic decisions, mentor others and influence the firm''s long-term direction. The Opportunity: This role is perfect for an experienced Private Client leader who thrives in a hands-on environment and wants to take that next step - both in influence and visibility. The team is already high-performing and well-established, but you''ll have the scope to elevate and grow it further, supported by a collaborative senior leadership team. Key responsibilities: Leading and developing the Private Client team, with the backing and autonomy to shape strategy and operations.Managing a complex, high-value caseload including Wills, Trusts, Probate, Tax Planning, LPAs, and Court of Protection.Driving business ..... full job details .....

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