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Private Client Head of Department, Solihull
Client:
Simpson Judge
Location:
Job Category:
Customer Service
EU work permit required:
Yes
Job Reference:
657ca5e3a961
Job Views:
4
Posted:
30.03.2025
Expiry Date:
14.05.2025
Job Description:
Key Responsibilities:
1. Meeting with existing and potential clients to provide expert advice on all areas of Wills, Lasting Powers of Attorney, Trust matters, Tax advice and Probate.
2. Liaising with clients and third parties.
3. Processing files from start to finish.
4. Opening files and conducting necessary Client Due Diligence and risk management.
5. Ensuring clients are updated and advised at appropriate points in their matter.
6. Providing support to other fee earners when needed and covering when other fee earners in the department are away.
7. Line management responsibility for one fee earner and one assistant.
8. Managing team billing targets.
Experience:
1. At least 5-7 years PQE in private client work.
2. Leadership skills.
3. IT skills with the Microsoft Office suite and internet applications. Previous experience of case management software would be an advantage.
4. An understanding and knowledge of General Data Protection Regulations.
Benefits:
1. A chance to join the leadership team and guide the strategic development of the Private Client department.
2. A friendly and collaborative work environment.
3. Competitive salary (dependent on experience).
4. Pension scheme.
5. Private medical insurance.
6. Free parking.
7. Progression opportunities.
If this sounds like the perfect opportunity for you, apply today! Alternatively, get in touch with me directly by sending your CV.
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