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- Tasks: Lead on wealth and estate matters, collaborating with clients and mentoring junior team members.
- Company: Highly ranked Legal 500 practice in Birmingham with a purpose-driven approach.
- Benefits: Competitive salary, professional development, and opportunities to grow your network.
- Why this job: Make a real impact by forging meaningful client relationships in a rewarding role.
- Qualifications: Experience in private client law and a passion for delivering excellence.
- Other info: Join a dynamic team with a focus on innovation and compliance.
The predicted salary is between 36000 - 60000 £ per year.
This is a rewarding opportunity for an experienced Private Client Lawyer who is seeking a leading role within a highly ranked Legal 500 practice. The opportunity will be ideal for a lawyer who has a passion for forging meaningful client relationships whilst growing a practice.
Role overview
You will be joining a highly regarded Private Client team where you will lead on a variety of wealth and estate matters including:
- Estate Planning: Reviewing existing estate planning documents including lifetime trusts and will structures and advising on their suitability.
- Will Preparation: Drafting a variety of wills including those designed to absorb qualifying business and agricultural assets.
- Inheritance Tax Expertise: Applying extensive knowledge of inheritance tax as well as capital gains tax particularly in relation to individuals and trusts.
- Trust Guidance: Advising on pilot trusts for pension planning and life policies as well as business trusts supporting cross-option arrangements.
- Powers of Attorney: Preparing and advising on Lasting Powers of Attorney (LPAs) and Enduring Powers of Attorney with experience in LPAs for business owners being advantageous.
- Trust Closures: Managing trust terminations and preparing deeds of variation following key events such as life tenant deaths or beneficiary milestones.
Key responsibilities
- Collaborating with clients on all aspects of wealth and estate planning.
- Supervising and mentoring junior team members contributing to regular reviews.
- Proactively contributing to the firm’s business plans including developing new work streams and professional followings.
- Maintaining compliance and staying ahead of legal developments.
- Representing the firm at professional events to enhance your profile and grow networks.
The ideal candidate will bring energy, ambition and a focus on delivering excellence to the team. Moreover, you’ll have high levels of attention to detail, be confident and proactive leading on client matters and ideally hold a STEP qualification (although not essential).
Please reach out to confidentially discuss this opportunity further.
Private Client Partner in Birmingham employer: Lunaria Partners
Contact Detail:
Lunaria Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Partner in Birmingham
✨Tip Number 1
Network like a pro! Attend legal events and seminars where you can meet potential employers and industry peers. Don’t be shy; introduce yourself and chat about your passion for private client law.
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on estate planning or inheritance tax on platforms like LinkedIn. This will help you stand out as a knowledgeable candidate.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common questions with a friend or mentor. Focus on how you can contribute to the firm’s business plans and client relationships.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Private Client Partner in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Partner role. Highlight your expertise in estate planning, inheritance tax, and trust guidance to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client relationships and how you’ve successfully managed wealth and estate matters in the past. Let us see your personality and enthusiasm!
Showcase Your Achievements: Don’t just list your responsibilities; tell us about your achievements! Whether it’s a successful case or a new work stream you developed, we want to know how you’ve made an impact in your previous roles.
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 from our team!
How to prepare for a job interview at Lunaria Partners
✨Know Your Stuff
Make sure you brush up on estate planning, inheritance tax, and trust guidance. Familiarise yourself with the latest legal developments in these areas, as well as any recent changes in legislation that could impact your clients. This will show your potential employer that you're not just knowledgeable but also proactive about staying informed.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific instances where your approach made a difference. This role is all about forging meaningful connections, so demonstrating your ability to do this will set you apart from other candidates.
✨Be Ready to Discuss Leadership
Since you'll be supervising and mentoring junior team members, come prepared to talk about your leadership style. Share experiences where you've guided others or contributed to team success. Highlighting your ability to lead will resonate well with the interviewers.
✨Engage with the Firm's Vision
Research the firm’s business plans and values before the interview. Be ready to discuss how your ambitions align with their goals, especially in developing new work streams. Showing that you’re not only a fit for the role but also for the firm's culture can make a big difference.
