Private Client Partner

  • Home
  • Private Client Partner
a
Private Client Partner

Staines-upon-Thames

Post Date, 05/12/2024

Salary: - per annum

Permanent

Private Client Partner Opportunity
Location: Reading, Tadley or Staines

A well-established and highly regarded law firm is seeking an ambitious Private Client Partner to join its thriving team. This is an exceptional opportunity for an experienced professional to lead and develop a respected Private Client department and drive its continued success.

The Firm
The firm has a strong reputation for delivering excellent client care and comprehensive legal services across a wide range of practice areas. Its Private Client department is a cornerstone of the business, handling a broad spectrum of work from simple wills to complex, high-net-worth estates, elderly client matters, and tax planning.


The Role
The Private Client Partner will:

  • Independently manage a diverse private client caseload, providing effective and strategic legal advice and representation.
  • Oversee complex and high-value matters, including estate planning, probate, trusts, and inheritance tax issues.
  • Work closely with senior leadership to drive business development and strengthen the department's professional connections.
  • Mentor, supervise, and coach junior lawyers, trainees, and support staff to develop their expertise.
  • Collaborate with other departments to ensure commercial optimisation and seamless client service.
  • Uphold compliance standards in line with LEXCEL and ISO accreditation requirements.



Key Responsibilities

  • Deliver high-quality legal services to clients across all areas of private client work.
  • Conduct thorough legal research to stay informed of developments in private client law.
  • Build and maintain relationships with clients and referrers, including accountants, financial advisers, and care agencies.
  • Actively contribute to business growth by identifying and pursuing new opportunities.
  • Support the firm's strategic aims by working closely with leadership on commercial initiatives.


Candidate Profile
Essential Skills and Experience:

  • A qualified Senior Associate Solicitor/Partner, Chartered Legal Executive, or STEP member.
  • Extensive experience in wills, trusts, probate, elderly client matters, lasting powers of attorney, and inheritance tax planning.
  • Proven ability to manage a demanding caseload with precision and attention to detail.
  • A strong track record in business development and team management.
  • Exceptional communication skills and the ability to build trust with a diverse client base.

Desirable Attributes:

  • Membership in STEP or The Association of Lifetime Lawyers.
  • Experience in Court of Protection applications and managing patient affairs.

Personal Qualities:

  • Approachable, professional, and confident.
  • Self-motivated with a collaborative, team-focused mindset.
  • Passionate about supporting clients with empathy and professionalism.
  • Ambitious and driven to build upon the firm's excellent reputation.


What's on Offer

  • A competitive salary and attractive bonus structure.
  • Clear pathways for career progression and partnership opportunities.
  • A supportive, collaborative working environment with a focus on professional growth.
  • Flexible working arrangements to support work-life balance.
  • The opportunity to lead and shape a highly respected Private Client department.


How to Apply
If you are ready to take the next step in your career and join a forward-thinking, dynamic firm, please submit your CV . This is your chance to lead with impact and be part of a respected and successful team.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 2
  • Last Date: 16/01/2025
Contact us or Apply now

Upload CV (pdf,docx,txt) *

You will be contacted on your provided email address.

Copyright © 2022 Auto Managing Privacy Policy.