Head of Private Client – Kidderminster
The Opportunity:
A long-established and highly regarded legal firm with over 70 years of experience serving the Worcestershire community with a strong private client team is seeking to appoint a Head of Department to join and build its team.
This role offers the opportunity to step into a role where the work is available,
including estate administration, drafting wills, tax planning, creating and managing trusts and preparing lasting powers of attorney along with developing a team around you. The firm are also open to considering a team move of up to three Private Client Solicitors.
Key Responsibilities:
The successful Private Client Solicitor and Head of Department will provide expert advice and guidance in the following areas:
* Administration of estates (taxable and non-taxable)
* Drafting standard and complex wills, including those involving trusts (e.g., life interest and discretionary trusts)
* Advising on inheritance tax (IHT) and capital gains tax (CGT) implications
* Preparing and registering lasting powers of attorney (LPAs) and enduring powers of attorney (EPAs)
* Making deputyship applications to the Court of Protection
* Drafting deeds of variation
* Establishing and administering trusts
* Supporting team members and contributing to a collaborative department culture
* Managing client relationships and business development
Role requirements:
We are seeking an individual with the following skills and qualities:
* 8 years’ experience with the ability to hit the ground running on a caseload of private client matters
* A genuine passion for client care and delivering exceptional service
* Organised, proactive and self-motivated with a strong desire for career growth
* Effective time management and the ability to meet deadlines
* Competence in IT, including Microsoft Office and internet-based tools
What is on Offer?
* 25days of annual leave plus UK bank holidays and additional ex gratia days (e.g., birthday and Christmas)
* Pension scheme (subject to probation period)
* On-site parking
* Sick pay
* Staff discount on selected legal fees (conditions apply)
Career Prospects:
This role offers a clear pathway for progression, with the potential to advance through the firm fairly quickly through to Partnership
If you are an individual looking for a new challenge or a small team looking to move to a new firm, we'd love to hear from you. Apply now or contact Rebecca Healey at G2 Legal to join a supportive team and make a meaningful impact in their private client department.
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