At a Glance
- Tasks: Lead diverse private client cases, including wills, trusts, and estate planning.
- Company: Join a growing Private Wealth team focused on high-net-worth clients.
- Benefits: Enjoy competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real impact by advising ultra-high-net-worth individuals and tackling complex legal challenges.
- Qualifications: 8+ years of experience in private wealth law; STEP qualification preferred.
- Other info: Opportunity to engage in strategic business development and team leadership.
The predicted salary is between 72000 - 108000 £ per year.
Private Wealth Legal Director My clients Private Wealth team is expanding, and we are looking to hire a STEP-qualified Legal Director with at least 8 years of private wealth experience to help us on our growth journey. The Role Your caseload will include a broad and varied mix of private client work, including: Wills, Succession Planning, Inheritance Tax (IHT) planning, and Trusts Administration of Estates Lasting Powers of Attorney (LPAs) A large proportion of your clients will be high-net-worth or ultra-high-net-worth individuals and business owners. Many cases will involve cross-border issues, and estates will frequently be high-value and complex. As Legal Director, you will also contribute to firm-wide projects, taking on strategic business development tasks, team supervision, and learning and development initiatives. What We Are Looking For To succeed in this role, you should have: At least 8 years relevant experience as a solicitor or legal executive at a highly regarded regional or national firm (pre-qualification experience may be considered in some cases). Expertise in working with high and ultra-high-net-worth clients, managing your own clients and cases, and serving as a trusted advisor to business owners. Strong technical skills in lifetime planning, estates, IHT planning, and probate. Experience with contentious probate cases, particularly acting as an independent administrator in highly contentious estates. A history of successfully supervising team members with complex caseloads. The ability to generate your own work from professional connections (desirable but not essential). STEP qualification or equivalent alternative qualifications/experience. We are particularly keen to hear from candidates with significant cross-border experience. You should be motivated, commercially minded, and capable of working both autonomously and collaboratively. Location This role is based in Leeds, with the option to work from home 2-3 days per week. The Team The team has an excellent reputation for advising individuals on: Wills, including those for clients with business interests, complex family arrangements, and cross-border considerations Trust creation, administration, and taxation Business succession, working closely with the Corporate team Why Join? My client pride themselves on fostering a supportive and collaborative culture where exceptional talent thrives. In return for your expertise, we offer: 25 days annual leave (plus bank holidays) and your birthday off (with the option to buy or sell holiday) Private health scheme Pension and life assurance Reward schemes and volunteer days Generous family-friendly leave Wellness benefits, including on-site yoga/Pilates and mental health programs Additional perks such as discounted travel, cycle-to-work schemes, and secure bike storage You’ll also have opportunities to join clubs and committees that align with your passions, both in and outside of work, fostering friendships that last a lifetime. This is a great opportunity to join a fantastic firm who offer back great benefits. If you are interested in this Private Client role, please send a copy of your CV to myself Jack, at j.wood@clayton-legal.co.uk or alternatively you can call on 01133 979 929. Additionally, refer a friend or colleague to us and receive £500 in vouchers if we assist them in securing a new career! Terms apply. At Clayton Legal we passionately believe your talent matters, so we specialise in recruiting the best legal talent and connecting this to the right opportunities. Clayton Legal is recognised as the talent partner of choice with clients ranging from small legal practices to international and global law firms. Whether you’re looking for total recruitment outsourcing or a single appointment, our award recognised service can confidently meet your talent needs. #J-18808-Ljbffr
Private Wealth Legal Director employer: Clayton Legal
Contact Detail:
Clayton Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Legal Director
✨Tip Number 1
Network with professionals in the private wealth sector. Attend industry events, seminars, and workshops where you can meet potential colleagues and clients. Building relationships with other legal professionals can open doors to opportunities.
✨Tip Number 2
Stay updated on the latest trends and changes in private wealth law. Subscribe to relevant legal journals, follow industry leaders on social media, and participate in online forums. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field.
✨Tip Number 3
Highlight your experience with high-net-worth clients in conversations and interviews. Share specific examples of how you've successfully managed complex cases or provided strategic advice. This will showcase your ability to handle the demands of the role.
✨Tip Number 4
Prepare to discuss your approach to business development during interviews. Think about how you can contribute to the firm's growth and client acquisition strategies. Showing that you have a proactive mindset will set you apart from other candidates.
We think you need these skills to ace Private Wealth Legal Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in private wealth law, especially your work with high-net-worth clients. Emphasize your expertise in areas like wills, succession planning, and inheritance tax.
Craft a Compelling Cover Letter: In your cover letter, express your passion for private wealth law and detail how your 8+ years of experience make you a perfect fit for the role. Mention specific cases or projects that showcase your skills and achievements.
Highlight Your Qualifications: Clearly state your STEP qualification and any other relevant certifications. This will demonstrate your commitment to the field and your capability to handle complex legal matters.
Showcase Your Soft Skills: Since the role involves client management and team supervision, highlight your interpersonal skills, leadership experience, and ability to work collaboratively on strategic business development tasks.
How to prepare for a job interview at Clayton Legal
✨Showcase Your Expertise
Be prepared to discuss your extensive experience in private wealth law, particularly your work with high-net-worth clients. Highlight specific cases where you successfully managed complex issues, such as cross-border estates or contentious probate cases.
✨Demonstrate Strategic Thinking
Since the role involves contributing to firm-wide projects and business development, come ready to share examples of how you've previously contributed to strategic initiatives. Discuss any leadership roles you've taken on and how they benefited your team or firm.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge in areas like inheritance tax planning, wills, and trusts. Brush up on relevant laws and recent changes in legislation to demonstrate your up-to-date expertise.
✨Emphasize Client Relationships
As a Legal Director, building trust with clients is crucial. Be ready to talk about how you've developed and maintained relationships with high-net-worth individuals and business owners, and provide examples of how you've acted as a trusted advisor.