Overview
In this senior private client role, you will manage a diverse caseload across wills, trusts, probate, and estate administration to support high-net-worth clients. You will work within a close-knit, award-winning practice, collaborating with colleagues to deliver top-tier service and nurture key client relationships. You’ll lead and mentor junior team members while actively driving business development and helping shape team strategy. This role offers a client-centric, growth-focused environment with strong culture and work-life balance, including flexible/hybrid options. You will play a pivotal part in expanding the firm’s private client practice and reputation.
Pay / Benefits
- 30 days’ annual leave + Bank Holidays
- Extra day off for your birthday
- Flexible and hybrid working options
- Private medical insurance
- Generous pension and life assurance
- Wellbeing initiatives and corporate gym discounts
Responsibilities
- Manage a diverse caseload on wills, trusts, probate, and estate administration
- Provide expert guidance to individuals and families on complex private client matters
- Build lasting client relationships and expand referral networks
- Support, mentor, and develop junior team members
- Drive business development and contribute to team strategy
Key requirements
- Senior Associate or Partner level experience in private client work
- Strong experience with a commercial mindset
- Proactive, ambitious, and confident communicator
- Initiative to nurture client relationships and grow a practice
- Strong technical expertise in private client matters
- Commitment to delivering exceptional service
- Open to evolving ways of working and embracing change
- Proactive
- Ambitious
- Confident communicator
- Client-focused
- Strong technical expertise in private client matters
- Commercial mindset with ability to drive business development
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