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- Tasks: Lead a private client team, manage HNW clients, and prepare Wills and Trusts.
- Company: Join a boutique Wealth Management firm known for its excellent client service and growth opportunities.
- Benefits: Enjoy a competitive salary, healthcare benefits, and full secretarial support.
- Why this job: This role offers career growth with a clear path to Partnership in a collaborative environment.
- Qualifications: Experience leading a team or as a Senior Associate; STEP qualification is a plus.
- Other info: Opportunity to influence business plans and mentor junior fee earners.
The predicted salary is between 48000 - 72000 £ per year.
Our client specialises in Wealth Management, Wills, Trust and Probate matters and are offering a senior position within their boutique firm for someone looking for career growth with route to Partnership. This role will suit someone who is already leading a small private client team of fee earners, or a Senior Associate seeking the next step in their career.
This is a very good role and we are seeking someone who can manage their own clients, many of which are HNW across Herts, Essex and Greater London areas as well as being influential and motivated to lead a small department. The work will see you meeting and engaging with clients, preparing Wills, creating Trusts and considering tax implications to mitigate liability, Estate Planning and administration as well as Lasting Powers of Attorney preparations.
The team work collaboratively, they are friendly and at a different level of their careers, full and part time, and you will be joining in a Department Head capacity, able to consider the business plan and meet objectives whilst mentoring less experienced fee earners. The role comes with full secretarial support and the firm have excellent marketing capabilities which have raised its reputation and strengthened its client reach.
Key skills will be client interaction as the firm pride themselves on customer service and repeat business. The very good benefits package includes healthcare and a salary linked to experience. You will be joining a firm who are looking to expand into other areas of law, and this is an opportunity offering route to Partnership. STEP advantageous but not essential.
For a confidential discussion or to apply, please contact Pip Raffael / 01279 464455.
Head of Department (Private Client) - Hertfordshire employer: BWF Legal Recruitment
Contact Detail:
BWF Legal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Department (Private Client) - Hertfordshire
✨Tip Number 1
Network with professionals in the wealth management and private client sectors. Attend industry events or join relevant online forums to connect with potential colleagues and clients, which can help you understand the market better and showcase your leadership skills.
✨Tip Number 2
Demonstrate your ability to manage client relationships effectively. Prepare examples of how you've successfully engaged with high-net-worth clients in the past, as this will be crucial in showcasing your fit for the role.
✨Tip Number 3
Familiarise yourself with the latest trends in estate planning and tax implications. Being knowledgeable about current regulations and strategies will not only impress during discussions but also show your commitment to providing top-notch service.
✨Tip Number 4
Highlight your mentoring experience. Since the role involves leading a small team, be ready to discuss how you've supported and developed less experienced fee earners in your previous positions, demonstrating your leadership capabilities.
We think you need these skills to ace Head of Department (Private Client) - Hertfordshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, client interaction, and team leadership. Emphasise any relevant qualifications or achievements that align with the role's requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client work and your motivation to lead a department. Mention specific examples of how you've successfully managed clients and teams in the past.
Highlight Relevant Skills: In your application, focus on key skills such as client relationship management, estate planning, and team mentoring. Use concrete examples to demonstrate how you have applied these skills in previous roles.
Showcase Your Vision: Discuss your vision for the department and how you plan to contribute to the firm's growth. This could include ideas for expanding services or improving client engagement, which will show your strategic thinking.
How to prepare for a job interview at BWF Legal Recruitment
✨Showcase Your Leadership Skills
As a Head of Department, you'll need to demonstrate your ability to lead and mentor a team. Prepare examples of how you've successfully managed teams in the past, highlighting your leadership style and how it has positively impacted your colleagues and clients.
✨Understand Wealth Management Fundamentals
Familiarise yourself with key concepts in wealth management, wills, trusts, and probate matters. Be ready to discuss how you would approach client interactions and estate planning, showcasing your expertise and understanding of tax implications.
✨Emphasise Client Relationship Building
Since the firm prides itself on customer service, be prepared to talk about your experience in building and maintaining client relationships. Share specific examples of how you've engaged with high-net-worth clients and ensured their needs are met.
✨Align with the Firm's Vision
Research the firm's business plan and expansion goals. During the interview, express your enthusiasm for contributing to these objectives and how your skills can help the firm grow into new areas of law, demonstrating your long-term commitment to the role.
