We are delighted to be supporting our client, a long standing law firm in County Durham, with their search for an experienced Head of Private client.
As the Head of Private Client, you will be responsible for leading the team and also managing a portfolio of high-net-worth individuals and families. You will provide expert guidance on a range of private client matters including succession planning, tax, estate management, trusts and court of protection matters.
You will play a key role in business development, building client relationships, and mentoring a team of professionals to ensure outstanding service delivery.
The key responsibilities will include:
- Leading the Private Client division, ensuring high standards of client service and technical excellence.
- Advising high-net-worth individuals, families, and trustees on complex tax, trust, and estate planning issues.
- Building and maintain long-term relationships with clients, understanding their needs and providing bespoke solutions.
- Actively contributing to business development, including identifying new opportunities and expanding the firm’s client base.
- Mentoring and develop junior staff members, providing training and guidance to help them grow professionally.
- Staying updated on relevant legislation, tax regulations, and industry trends to offer cutting-edge advice.
- Collaboration with internal teams to deliver holistic solutions to clients.
Required experience, skill and attributes
- The successful candidate will have a strong background in private client law or tax planning.
- Previous experience managing a team and leading client relationships.
- Expertise in estate planning, trusts, probate and court of protection.
- Proven business development capabilities and a track record of growing a client base.
- Excellent communication, interpersonal, and negotiation skills.
- STEP qualification