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For Companies At a Glance
- Tasks: Lead a dynamic team in estate administration, will drafting, and tax planning.
- Company: Join a reputable firm focused on private client services.
- Benefits: Generous holiday, pension scheme, parking, and sick pay.
- Why this job: Shape your career while making a real difference for clients.
- Qualifications: Proven leadership and legal drafting skills required.
- Other info: Exciting pathway to partnership opportunities awaits.
The Role
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.
Main tasks
- 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
Firm benefits
- 23 days holiday plus UK bank holiday; plus ex gratia days (birthday and Christmas)
- Pension scheme (after probation period met)
- Parking provided
- Sick pay
- Discount on some legal fees (subject to qualifying conditions being met)
The successful candidate will be committed and with an ambition to progress to potential partnership level opportunities.
Head of Private Client in Kidderminster employer: The City Recruiter Group Ltd
Contact Detail:
The City Recruiter Group Ltd 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! Get out there and connect with people in the private client sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge of estate administration and tax planning. Share examples of how you've tackled complex situations in the past.
✨Tip Number 3
Be proactive! If you see a job that fits your skills, apply through our website. Don’t wait for the perfect moment; show your enthusiasm and let them know you’re ready to jump in and help build that lasting team.
✨Tip Number 4
Prepare for interviews by brushing up on your drafting skills and understanding of IHT and CGT. Be ready to discuss how you can contribute to the firm’s business development activities and demonstrate your passion for client care.
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 Head of Private Client role. Highlight your team leading skills, drafting experience, and any relevant client care examples to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client work and how your background aligns with our needs. Don’t forget to mention your problem-solving abilities and commitment to client service.
Showcase Your Attention to Detail: Given the nature of the role, accuracy is key. Make sure your application is free from typos and errors. This not only shows your attention to detail but also reflects your professionalism and dedication to quality work.
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!
How to prepare for a job interview at The City Recruiter Group Ltd
✨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 approach teamwork. Highlighting your ability to motivate and organise a team will set you apart.
✨Communicate Clearly
Excellent communication is key in this position. Practice explaining complex legal concepts in simple terms, as you'll need to liaise with clients who may not have a legal background. Demonstrating your ability to listen and respond thoughtfully will also be crucial.
✨Be Proactive and Organised
Show that you're self-motivated and can manage your time effectively. Prepare examples of how you've tackled challenges independently and met deadlines in the past. This will demonstrate your initiative and problem-solving skills, which are essential for success in this role.
