At a Glance
- Tasks: Lead a team in advising high-net-worth clients on estate planning and trusts.
- Company: Boutique law firm in Lichfield with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, and flexible working options.
- Why this job: Fast-track to directorship while making a real impact in private client law.
- Qualifications: Qualified Solicitor with 8+ years PQE and strong business development skills.
- Other info: Opportunities for professional growth and leadership training.
The predicted salary is between 48000 - 72000 £ per year.
AskVerity Recruitment is proud to be working with a boutique law firm based in Lichfield as they search for their new Head of Private Client role. This is an excellent opportunity to lead a small team and work collaboratively across the firm, with the opportunity of directorship within 6 months. You will manage a high-value caseload while driving business growth and ensuring exceptional client service. This senior leadership role requires a proven track record in advising high-net-worth individuals, complex estates, and trusts, alongside strong management, strategic, and business development skills.
Key Responsibilities
- Client Work
- Advise clients on a full range of private client matters, including: Wills (including Business Wills), trusts, and estate planning
- Probate and estate administration
- Inheritance tax planning
- Powers of attorney and Court of Protection work
- Succession planning for family businesses and high-net-worth individuals
- Leadership & Management
- Provide strategic direction and operational leadership to the Private Client team.
- Supervise solicitors and support staff within the department.
- Manage team performance and ensure financial targets are achieved.
- Oversee compliance with SRA regulations, data protection, and firm policies.
- Business Development
- Lead client relationship management and networking initiatives to expand the firm's private client offering.
- Develop new business opportunities, including referrals and strategic partnerships with financial advisors.
- Contribute to the firm's marketing strategy, thought leadership, and client events.
- Financial & Strategic Responsibility
- Take ownership of departmental budgets, billing, and profitability.
- Contribute to firmwide strategic planning and decision-making as part of the senior management team.
- Monitor key performance indicators (KPIs) and ensure sustainable growth.
Key Skills & Experience
- Essential
- Qualified Solicitor in England & Wales (8+ years PQE).
- Extensive experience in private client law, including estate and tax planning.
- Strong commercial acumen and business development record.
- Excellent client care and interpersonal skills.
- Desirable
- Proven leadership or management experience at Partner/Director level.
- STEP qualification (or working towards) strongly preferred.
- Experience with high-net-worth individuals.
- Experience in contributing to firm governance or strategic committees.
Personal Attributes
- Professional, empathetic, and client-focused approach.
- Strategic thinker with excellent leadership presence.
- High level of integrity and discretion.
- Motivated self-starter with the ability to inspire and influence others.
Remuneration & Benefits
- Competitive salary and performance-based bonus.
- Director opportunity after 6 months.
- Comprehensive benefits package (pension, private healthcare, flexible working, etc.).
- Opportunities for continued professional development and leadership training.
Head Of Private Client in Lichfield employer: AskVerity
Contact Detail:
AskVerity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head Of Private Client in Lichfield
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
Consider writing articles or sharing insights related to private client law on platforms like LinkedIn. This not only positions you as a thought leader but also helps you get noticed by firms looking for someone with your expertise. Let’s show them what you’ve got!
✨Ace the Interview
Prepare for interviews by researching the firm and understanding their values and goals. Practice common interview questions and think about how your experience aligns with their needs. Remember, we want to see your personality shine through, so be yourself!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Head Of Private Client in Lichfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Head of Private Client role. Highlight your experience with high-net-worth individuals and any leadership roles you've held, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client law and how your background aligns with our firm's values. Don't forget to mention your strategic thinking and business development skills!
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Use metrics where possible to demonstrate how you've driven growth or improved client satisfaction in previous roles. We love seeing tangible results!
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application gets to the right people quickly and allows us to keep track of all applicants efficiently. Plus, it shows us you're proactive!
How to prepare for a job interview at AskVerity
✨Know Your Stuff
Make sure you brush up on your knowledge of private client law, especially around wills, trusts, and estate planning. Be ready to discuss your experience with high-net-worth individuals and complex estates, as this will show you're the right fit for the role.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've successfully managed teams in the past. Highlight your strategic thinking and how you've driven business growth in previous positions.
✨Demonstrate Client Care
Client care is key in this role, so think of specific instances where you've gone above and beyond for clients. Discuss how you maintain professional and ethical standards while ensuring exceptional service.
✨Be Business Savvy
This position requires strong business development skills, so come armed with ideas on how to expand the firm's private client offering. Talk about your experience with networking and building strategic partnerships, as this will show your potential for contributing to the firm's growth.