Our client is looking for an exceptional individual to join their team as Head of Private Client, taking charge of leading the Private Client department. In this key role, you will be responsible for overseeing the full range of departmental activities, supported by a Deputy Head, with a focus on strategic leadership, technical expertise, client service, business development, and management. You will also play a vital role in contributing to the firm’s broader growth strategy.
Collaboration with the Partners and Deputy Head will be essential, assisting with the development of strategic direction, providing technical guidance, ensuring excellent client service, driving business development, and furthering the firm’s overall growth objectives.
Company Benefits:
Comprehensive health insurance
Pension plan
25 days' holiday plus bank holidays
Life insurance
Performance-based bonus
Career development opportunities
Company events
Key Responsibilities:
Provide expert advice on estate planning, trust management, and inheritance tax. Ensure high-quality services that meet financial targets.
Manage complex estate cases, including high-value assets, tax relief claims, and family disputes. Advise on Court of Protection matters, gifts, and statutory Wills.
Offer strategic recommendations on estates and trusts in administration, covering investment, property sales, and distributions.
Work independently while leading and delegating ta...