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Join our client’s team and work closely with Partners and the Deputy Head to support strategic direction, technical expertise, client service, and business development.
You will provide expert advice on Private Client matters, delivering an outstanding service, and foster a collaborative, supportive environment for firm growth.
- £70,000 - £80,000 salary (DOE)
- Based in Guildford
- Monday - Friday, 9am - 5:30pm
Benefits:
- 25 days holiday + bank holidays
- Private medical cover
- Pension
- Life assurance
- Annual bonus scheme
- Opportunities for career development
- Social events
Job specification:
- Provide expert advice on estate planning, trust management, and inheritance tax, ensuring high-quality services that meet financial targets.
- Manage complex estate cases, including high-value assets, tax relief claims, and family dynamics, and advise on Court of Protection matters.
- Advise on decisions for the trust corporation, including investments, property sales, and distributions.
- Work independently while leading and delegating tasks to junior staff for efficient case management.
- Stay current with laws and regulations, ensuring compliance with AML, KYC, and industry standards.
- Build strong client relationships and identify cross-referral opportunities for business development.
- Contribute to leading and developing the private client department in a collaborative environment.
- Support the department in meeting financial targets, assessing risks, and advising clients on risk management.
- Assist with the development and implementation of growth and marketing strategies.
- Supervise team members, monitor progress, and support career development.
- Help resolve client complaints related to the department’s work.
Person specification:
- STEP qualified with 10+ years of post-qualification experience in private client law.
- Strong focus on estate planning, trust law, and inheritance tax.
- Knowledge of Practice Evolve or similar systems, SFE, and Charter Tax Advisor qualifications is desirable.
- Demonstrates a proactive, solution-oriented approach.
- Proven experience handling high-value estates and complex tax issues.
- Skilled in providing strategic and practical legal guidance.
- Strong commitment to legal compliance and ethical standards.
- Excellent written and verbal communication, able to simplify complex legal concepts.
- Experienced in leading and motivating teams to achieve success.
- Track record of driving departmental growth and success.
- Understanding and alignment with the firm’s values.
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
