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For Companies At a Glance
- Tasks: Lead a dynamic team in private client services, managing estates and trusts.
- Company: Join a reputable firm focused on client care and professional growth.
- Benefits: 23 days holiday, competitive salary, and opportunities for career progression.
- Why this job: Make a real difference in clients' lives while developing your leadership skills.
- Qualifications: Experience in estate administration and strong drafting skills required.
- Other info: Collaborative environment with a focus on teamwork and client satisfaction.
The predicted salary is between 48000 - 72000 £ per year.
To join a busy private client department as it restructures. The successful candidate will be responsible for helping build and manage a lasting team as well as handling estate administration, will drafting, tax planning, creation & management of trusts and preparation of lasting powers of attorney.
Responsibilities
- Administration of deceased estates, both taxable and non-taxable
- Drafting and preparation of both standard and complex wills, including wills that contain trusts for more complex situations, in particular, life interest trusts and discretionary trusts
- Knowledge of IHT and CGT and how those taxes have an impact on planning for private client situations
- Drafting and preparation of powers of attorney, LPAs, including registration of EPAs
- Deputyship applications to the Court of Protection
- Deeds of Variation
- Establishment and administration of trusts
- Supporting others in the department and working as a team
- Liaising with existing and new clients
- Involvement with business development activities in the firm
Essential attributes
- Strong team leading skills with prior experience in a similar role
- Good drafting skills across a wide range of legal documents, placing particular importance on accuracy and attention to detail
- Good listening and problem solving skills
- Excellent communication skills, both in written and spoken form, and ability to communicate technical and complex subjects
- Passion for client care and service
- Motivated and organised
- Be able to deal with work proactively and to work on own initiative; problem solving abilities
- Team working skills are essential
- Good time management and ability to meet deadlines
- Self-motivated and genuinely interested in career progression within the firm
- Proficient in use of IT, all MS Office, email and internet
23 days holiday plus UK
Head of Private Client in Kidderminster employer: Ignite Talent Group
Contact Detail:
Ignite Talent Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Private Client in Kidderminster
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of estate administration and tax planning. Be ready to discuss how your experience aligns with the responsibilities listed in the job description, especially around drafting wills and managing trusts.
✨Tip Number 3
Showcase your team leadership skills! During interviews, share examples of how you've successfully built and managed teams in the past. This will demonstrate your ability to lead in a busy private client department.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Head of Private Client in Kidderminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your expertise in estate administration, will drafting, and tax planning to show us you’re the right fit for the Head of Private Client role.
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 work and how your previous experience aligns with our needs. Don’t forget to mention your team-leading skills and client care passion!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We want to see that you can draft complex legal documents with precision, so let that shine through in your written application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process. We can’t wait to hear from you!
How to prepare for a job interview at Ignite Talent Group
✨Know Your Stuff
Make sure you brush up on your knowledge of estate administration, will drafting, and tax planning. Familiarise yourself with the specifics of IHT and CGT, as well as the intricacies of trusts. Being able to discuss these topics confidently will show that you're ready for the role.
✨Showcase Your Team Skills
Since this role involves building and managing a team, be prepared to share examples of your leadership experience. Talk about how you've supported others in previous roles and how you foster collaboration within a team. This will highlight your ability to lead effectively.
✨Communicate Clearly
Excellent communication is key in this position. Practice explaining complex legal concepts in simple terms. During the interview, focus on being clear and concise in your responses, demonstrating your ability to communicate effectively with clients and colleagues alike.
✨Demonstrate Your Client Care Passion
This role requires a genuine interest in client care. Be ready to discuss how you've gone above and beyond for clients in the past. Share specific examples that showcase your commitment to providing exceptional service and how you handle client relationships.
