At a Glance
- Tasks: Lead a private client team, manage HNW clients, and prepare Wills and Trusts.
- Company: Boutique Wealth Management firm with a focus on career growth and partnership opportunities.
- Benefits: Competitive salary, healthcare, full secretarial support, and excellent marketing resources.
- Other info: Opportunity for career advancement and expansion into new areas of law.
- Why this job: Join a friendly team, mentor others, and make a real impact in clients' lives.
- Qualifications: Experience in leading teams and managing client relationships; STEP qualification is a plus.
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 opportunity and we are seeking someone who can manage their own clients, many of which are HNW across Herts, Essex and Great 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 different levels 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 reputations 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 / pip@bwflegal.co.uk / 07980549110.
Head of Dept - Private Client - Hertfordshire employer: BWF Legal Recruitment
Join a highly regarded law firm in Cambridgeshire, where your expertise as a Compliance Officer will be truly valued. With a commitment to ongoing learning and career development, you will enjoy a supportive work culture that encourages innovation and collaboration. Benefit from a competitive salary, generous annual leave, and the flexibility of hybrid working, all while making a meaningful impact on the firm's compliance initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Dept - Private Client - Hertfordshire
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management sector. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience in managing private client teams and your knowledge of Wills and Trusts. This is your time to shine and demonstrate why you’re the perfect fit for the role.
✨Tip Number 3
Prepare for interviews by practising common questions related to leadership and client management. Think about specific examples from your past that showcase your skills and how you’ve successfully led teams. Confidence is key, so let your passion for the role come through!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it shows you’re serious about joining the team and makes it easier for us to keep track of your application. Let’s get you on the path to partnership!
We think you need these skills to ace Head of Dept - Private Client - Hertfordshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Head of Dept role. Highlight your leadership experience and client management skills, especially in wealth management and estate planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention your motivation to lead a team and how you can contribute to the firm's growth and client satisfaction.
Showcase Your Client Interaction Skills:Since client interaction is key in this role, be sure to include examples of how you've successfully managed client relationships in the past. This will demonstrate your ability to maintain the high customer service standards the firm prides itself on.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our friendly team!
How to prepare for a job interview at BWF Legal Recruitment
✨Know Your Stuff
Make sure you brush up on the specifics of wealth management, wills, trusts, and probate matters. Familiarise yourself with the latest trends and regulations in these areas, as well as any recent case studies that might be relevant. This will show your potential employer that you're not just a candidate, but a knowledgeable professional ready to lead.
✨Showcase Your Leadership Skills
Since this role involves managing a small team, be prepared to discuss your leadership style and experiences. Think of examples where you've successfully led a team or mentored junior colleagues. Highlight how you can inspire and motivate others while achieving business objectives.
✨Client Interaction is Key
Given the importance of client relationships in this role, prepare to talk about your approach to client engagement. Share specific examples of how you've built rapport with high-net-worth clients and how you ensure excellent customer service. This will demonstrate your fit for a firm that prides itself on repeat business.
✨Think Long-Term
This position offers a route to partnership, so it's essential to convey your long-term vision. Be ready to discuss how you see yourself contributing to the firm's growth and expansion into other areas of law. Show that you're not just looking for a job, but a career path where you can make a significant impact.
