Private Client Partner
5 days ago
Private Client Partner Opportunity
Location: Reading, Tadley or Staines
The firm has a strong reputation for delivering excellent client care and comprehensive legal services across a wide range of practice areas. Its Private Client department is a cornerstone of the business, handling a broad spectrum of work from simple wills to complex, high-net-worth estates, elderly client matters, and tax planning.
The Role
The Private Client Partner will:
- Independently manage a diverse private client caseload, providing effective and strategic legal advice and representation.
- Oversee complex and high-value matters, including estate planning, probate, trusts, and inheritance tax issues.
- Work closely with senior leadership to drive business development and strengthen the department's professional connections.
- Mentor, supervise, and coach junior lawyers, trainees, and support staff to develop their expertise.
- Collaborate with other departments to ensure commercial optimisation and seamless client service.
- Uphold compliance standards in line with LEXCEL and ISO accreditation requirements.
- Deliver high-quality legal services to clients across all areas of private client work.
- Conduct thorough legal research to stay informed of developments in private client law.
- Build and maintain relationships with clients and referrers, including accountants, financial advisers, and care agencies.
- Actively contribute to business growth by identifying and pursuing new opportunities.
- Support the firm's strategic aims by working closely with leadership on commercial initiatives.
Candidate Profile
Essential Skills and Experience:
- A qualified Senior Associate Solicitor/Partner, Chartered Legal Executive, or STEP member.
- Extensive experience in wills, trusts, probate, elderly client matters, lasting powers of attorney, and inheritance tax planning.
- Proven ability to manage a demanding caseload with precision and attention to detail.
- A strong track record in business development and team management.
- Exceptional communication skills and the ability to build trust with a diverse client base.
Desirable Attributes:
- Membership in STEP or The Association of Lifetime Lawyers.
- Experience in Court of Protection applications and managing patient affairs.
Personal Qualities:
- Approachable, professional, and confident.
- Self-motivated with a collaborative, team-focused mindset.
- Passionate about supporting clients with empathy and professionalism.
- Ambitious and driven to build upon the firm's excellent reputation.
What's on Offer
- A competitive salary and attractive bonus structure.
- Clear pathways for career progression and partnership opportunities.
- A supportive, collaborative working environment with a focus on professional growth.
- Flexible working arrangements to support work-life balance.
- The opportunity to lead and shape a highly respected Private Client department.
How to Apply
If you are ready to take the next step in your career and join a forward-thinking, dynamic firm, please submit your CV . This is your chance to lead with impact and be part of a respected and successful team.
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