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The firm
Birketts is a full service, UK Top 50 law firm. With a heritage spanning 160 years, we have more than 700 lawyers and legal professionals based in Bristol, Cambridge, Chelmsford, Ipswich, London, Norwich, Sevenoaks and Bristol. We advise businesses, government and public sector organisations and individuals in the UK and internationally across four principal practice groups: property, corporate services, litigation and private client advisory.
We are defined by our Next Level Law proposition. We work with our clients as a proactive partner, horizon scanning and thinking ahead to the changes, challenges or opportunities that they may face.
Next Level Law is also applied to our people. Our collegiate culture means everyone is encouraged to achieve their next level in everything they do. RollOnFriday recently ranked us as the 5th best law firm to work at in 2024.
With our ambition to succeed, comes a strong desire to make a positive contribution to the communities we serve, and we are committed to delivering the objectives set out in our ESG strategy. Diversity plays an integral part in all that we do, with female partners comprising 40% of our partnership.
The department
The team currently comprises over 60 specialist lawyers, including fifteen partners. We have the strength and depth of expertise to ensure we deliver the service you would expect in respect of technical quality, practical approach and client service.
Purpose of job
The successful candidate will play a critical role in providing expert legal advice and services to high-net-worth clients. This position will involve acting for high net worth clients, offering guidance on succession planning, trusts, wills, tax planning and estate management.
Accountabilities
1. Client Management and Development
Build and maintain strong relationship with high-net-worth clients. Provide tailored legal advice on succession planning, tax advice, wills and estate administration. Ensure client needs are met with the highest standard of professionalism and efficiency. Identify opportunities for expanding client relationships and cross-selling additional services.
2. Legal Expertise and Advice
Stay abreast of the latest developments in the relevant law. Draft and review complex legal documents including will, trust and powers of attorney. Advise clients on mitigating tax liabilities and structuring their estates effectively.
3. Team Leadership and Management
Help lead and mentor a team of junior lawyers fostering a collaborative and supportive work environment. Provide guidance and training to other team members ensuring continuous professional development. Oversee the workload and performance of the team, ensuring efficient and effective service delivery.
4. Business Development and Strategy
Contribute to the development and execution of the firm's strategic plan, particularly within the Private Client Advisory Team. Participate in networking events, conferences and other business development activities to promote the firm's services. Develop and implement marketing initiatives to attract new clients and retain existing ones. Monitor and report on market trends, client feedback and competitive activity to inform strategic decisions. Lead efforts to establish and grow the firm's presence in the Kent region, leveraging local networks and industry contacts.
5. Compliance and Risk Management
Ensure all activities comply with relevant laws, regulations and professional standards. Manage risks associated with client engagements, including identifying and mitigating potential conflicts of interest. Maintain accurate and up to date client records and documentation in accordance with legal and firm policies.
The candidate
Qualifications and Experience
7 years'+ PQE gained within a strong regional, national or City firm. Strong academic background. Proven track record of advising high net worth clients in all areas of private client advisory law. A high attention to detail to produce work/documentation which is consistently of a high standard. To have a flexible approach to work to ensure client deadlines are always met and clients are communicated with on a consistent and regular basis. Previous experience in business development and establishing a presence in new markets.
Skills and Competencies
Exceptional interpersonal and communication skills, with the ability to build and maintain client relationships. Strong analytical and problem-solving skills with a keen attention to detail. Demonstrated leadership and team management abilities. Business development acumen with experience in growing a client base and identifying new business opportunities. High level of integrity and professional ethics.
Personal Attributes
Client-focused mindset, with a commitment to delivering excellent service. Proactive and results-oriented with the ability to work independently and as part of a team. Adaptable and resilient with the ability to thrive in a dynamic and fast-paced environment. Strong organisational and time-management skills, with the ability to manage multiple priorities and deadlines. Entrepreneurial spirit, with a passion for building and growing a business.
Equal opportunities
At Birketts, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth.
Birketts is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
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