Head of Private Client - Lichfield - Permanent - Directorship Opportunity within 6 months
AskVerity Recruitment is proud to be working with a boutique law firm based in Lichfield as they search for their new Head of Private Client role. This is an excellent opportunity to lead a small team and work collaboratively across the firm, with the opportunity of directorship within 6 months. You will manage a high-value caseload while driving business growth and ensuring exceptional client service.
This senior leadership role requires a proven track record in advising high-net-worth individuals, complex estates, and trusts, alongside strong management, strategic, and business development skills.
Key Responsibilities
Client Work
* Advise clients on a full range of private client matters, including:
* Wills (including Business Wills), trusts, and estate planning
* Probate and estate administration
* Inheritance tax planning
* Powers of attorney and Court of Protection work
* Succession planning for family businesses and high-net-worth individuals
* Maintain the highest professional and ethical standards in all client dealings.
Leadership & Management
* Provide strategic direction and operational leadership to the Private Client team.
* Supervise solicitors and support staff within the department.
* Manage team performance and ensure financial targets are achieved.
* Oversee compliance with SRA regulations, data protection, and firm policies.
Business Development
* Lead client relationship management and networking initiatives to expand the firm’s private client offering.
* Develop new business opportunities, including referrals and strategic partnerships with financial advisors.
* Contribute to the firm’s marketing strategy, thought leadership, and client events.
Financial & Strategic Responsibility
* Take ownership of departmental budgets, billing, and profitability.
* Contribute to firmwide strategic planning and decision-making as part of the senior management team.
* Monitor key performance indicators (KPIs) and ensure sustainable growth.
Key Skills & Experience
Essential
Qualified Solicitor in England & Wales (8+ years PQE).
Extensive experience in private client law, including estate and tax planning.
Strong commercial acumen and business development record.
Excellent client care and interpersonal skills.
Desirable
Proven leadership or management experience at Partner/Director level.
STEP qualification (or working towards) strongly preferred.
Experience with high-net-worth individuals.
Experience in contributing to firm governance or strategic committees.
Personal Attributes
Professional, empathetic, and client-focused approach.
Strategic thinker with excellent leadership presence.
High level of integrity and discretion.
Motivated self-starter with the ability to inspire and influence others.
Remuneration & Benefits
Competitive salary and performance-based bonus.
Director opportunity after 6 months.
Comprehensive benefits package (pension, private healthcare, flexible working, etc.).
Opportunities for continued professional development and leadership training