Private Wealth Legal Director

Our Private Wealth team is expanding, and we are looking to hire a STEP qualified Legal Director, with at least 8 years’ private wealth experience to help us on our growth journey. Could it be you?

The role

Your caseload will include a broad and varied mix of Private Client work including Wills, Succession Planning, IHT planning, Trusts, Administration of Estates and LPAs. A large proportion of your clients will be high net worth or ultra-high net worth individuals and business owners. Clients will often have cross border issues and deceased estates will regularly be high value and complex.

As Legal Director you will also be involved in firm-wide projects and take responsibility for certain tasks outside of the day-to-day legal work, such as strategic business development and team supervision, and learning and development.

What we are looking for

To be successful you will need to have a minimum of 8 years’ relevant experience as either a solicitor or legal executive, working for highly regarded regional or national firms. In certain cases (e.g. where the duration has been significant and your case load has been technically complex) we will consider pre-qualification experience.

Due to our client profile, we are seeking someone with experience of working with high and ultra-high net worth clients. You will be used to managing your own clients and cases and be a trusted advisor to business owners, with excellent technical expertise.

Your experience will span across lifetime planning, estates, inheritance tax planning and probate. In respect of probate work, whilst we have a separate contentious private client team, we are regularly engaged to act as independent administrator of highly contentious estates. You will therefore ideally have experience, and be comfortable, administering the complexities of contentious families in probate cases.

Having experience of successfully supervising members of a team with complex caseloads is essential. The ability to generate your own work from existing professional connections would also be desirable but not essential.

Ideally you will be STEP qualified, if not STEP qualified alternative qualifications / experience should be evidenced.

We are particularly keen to hear from those with strong cross-border experience.

To enjoy working at Clarion and thrive in the firm you will need to be motivated, a team player, commercially minded, calm under pressure and be able to work equally well autonomously and collaboratively.

The role is based in Leeds with the ability to work from home 2-3 days per week.

The team

With an excellent reputation for advising individuals, our practice includes advising on the most appropriate structure for Wills and their preparation including for clients with business interests, complex family arrangements and cross border aspects. We also advise on the creation, administration and taxation of trusts both established during lifetime and on death. We work closely with our Corporate team and have particular expertise in helping business owners consider business succession.

The team are ranked Tier 2 in the Legal 500 and Band 2 in the Chambers UK, with two members of the team being recognised individually across the two guides.

Clarion has a great reputation as an employer of choice and our culture is vital to our ongoing success. We genuinely care for our employees and hire only the best talent (good people with outstanding technical skills). In exchange for your efforts, you can expect:

• 25 days’ annual leave plus bank holidays, and your birthday off (with the option to buy or sell holiday)
• Pension and Life Assurance
• Generous ‘family friendly leave’
• An array of wellness benefits (including onsite yoga/pilates and mental health programmes)
• A wide range of additional benefits such as Vivup, reduced travel/parking charges and a cycle to work schemes with fully secure bike storage on-site

As a valued member of the team, you will also have the opportunity to join a number of clubs and committees that reflect your passions and interests, both in and out of work, whilst making friendships that last for life.

If you believe you have the skills and experience to become Clarion’s next Private Wealth Legal Director, please send your CV and any supporting information to: . If you would prefer an initial informal and fully confidential chat, please get in touch with our Talent Manager, Nadia Hemmings, on 07901 141690.

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