Private Client - Lawyer

b Overview /b p In this role you will join the Birmingham Private Wealth team to grow the practice and deliver excellent client service for high net worth clients. You will manage a personal caseload with high value probate and estate planning while supporting and mentoring junior colleagues. You will develop relationships with intermediaries and new contacts to expand the firm’s reach, and you will contribute to achieving financial and quality targets. This is a client-focused role at a leading national law firm with strong private wealth capabilities, offering growth opportunities and cross-functional collaboration. /p b Responsibilities /b ul li Manage own caseload of private client work, including high value/complex probate and estate planning for high net worth individuals /li li Supervise and develop more junior team members /li li Advise clients on financial affairs and take instructions /li li Travel to and attend client meetings /li li Prepare and file correspondence, notes and documentation /li li Assist with marketing the team and department /li li Achieve set financial and charging targets (KPIs) /li li Ensure deadlines and quality measures are met /li li Comply with client policies and firm values /li li Work both as part of a team and on own initiative /li /ul b Key requirements /b ul li Qualified solicitor /li li Strong experience in private client law, especially high value probate and estate planning for high net worth individuals; administration and creation of lifetime/Will trusts /li li Interest or experience in income tax, inheritance tax, and capital gains tax planning and reporting /li li STEP qualification desirable but willingness to undertake STEP (firm to fund after 12 months) /li li Business development skills and an existing network of contacts advantageous /li li Excellent IT skills and communication skills /li li Excellent time management, organization, and multi-tasking abilities /li li Ability to meet deadlines and targets /li li Team player with the ability to work independently /li li Flexible approach /li /ul ul li Excellent communication /li li Strong time management /li li Team collaboration /li li Client-service orientation /li li IT skills (general) /li li Case management and document drafting /li /ul