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Our client is looking for an exceptional individual to join their team as Head of Private Client, taking charge of leading the Private Client department. In this key role, you will be responsible for overseeing the full range of departmental activities, supported by a Deputy Head, with a focus on strategic leadership, technical expertise, client service, business development, and management. You will also play a vital role in contributing to the firm’s broader growth strategy.
Collaboration with the Partners and Deputy Head will be essential, assisting with the development of strategic direction, providing technical guidance, ensuring excellent client service, driving business development, and furthering the firm’s overall growth objectives.
Company Benefits:
- Comprehensive health insurance
- Pension plan
- 25 days' holiday plus bank holidays
- Life insurance
- Performance-based bonus
- Career development opportunities
- Company events
Key Responsibilities:
- Provide expert advice on estate planning, trust management, and inheritance tax. Ensure high-quality services that meet financial targets.
- Manage complex estate cases, including high-value assets, tax relief claims, and family disputes. Advise on Court of Protection matters, gifts, and statutory Wills.
- Offer strategic recommendations on estates and trusts in administration, covering investment, property sales, and distributions.
- Work independently while leading and delegating tasks to junior staff, ensuring efficient case management.
- Stay updated on laws and regulations. Ensure compliance with AML, KYC, and file management practices.
- Build strong client relationships, focusing on retention and business development. Identify cross-referral opportunities.
- Support the development of the Private Client department, fostering a collaborative work environment.
- Help the department meet financial targets and KPIs, focusing on growth and profitability. Advice on risk management.
- Assist with developing and implementing a growth strategy and contribute to marketing and business development.
- Supervise team members, monitor KPIs, and support career development and professional growth.
- Support the complaints team in resolving issues related to the department’s work.
Experience and Skills Requirements
- Qualified solicitor with STEP qualifications and substantial post-qualification experience, typically 10+ years, specialising in private client law.
- Key personal attributes, skills, and competencies.
- Strong expertise in estate planning, trust law, and inheritance tax.
- Consistently demonstrates a positive and proactive attitude.
- Proven ability to manage complex cases, including high-value estates and intricate tax issues.
- Experienced in providing strategic legal counsel.
- Committed to upholding compliance and maintaining the highest ethical standards.
- Exceptional communication skills, both written and verbal, with the ability to explain complex legal concepts clearly to diverse stakeholders.
- Strong leadership capabilities, with a track record of managing and motivating teams.
- Demonstrates solid business acumen and a history of driving departmental growth and success.
- Aligns with and embodies the values of the firm.
- Familiarity with Practice Evolve or other practice management systems.
- Holds SFE and Chartered Tax Adviser qualifications.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
