Private Client Director
6 days ago
Job Summary:
IDEX Consulting is seeking a highly experienced and skilled Legal Director to join our Private Client team. As a key member of our team, you will be responsible for delivering exceptional private client advice to our clients, ensuring a high level of quality service.
About the Role:
- Deliver top-notch private client advice to all clients, ensuring a high level of quality service.
- Contribute to the expansion and advancement of the department by attracting new business and fostering relationships with existing clients.
- Conduct legal research to guarantee the precision of advice and adherence to established procedures.
- Provide substantial expertise in various aspects of private client work, including the preparation of Trust and Estate Accounts and Tax Returns.
- Develop and maintain a proven track record in your practice area, showcasing technical proficiency, commercial acumen, and robust business development skills.
About Us:
- We are a leading provider of legal services, specializing in Private Client law, including Capital Tax planning through Wills, Trusts & Family Investment Companies.
- We offer a range of services, including the creation and management of Trusts, tax compliance, accounting, and professional Trusteeships.
- We also handle estate administration, from simple to complex cases, Lasting Powers of Attorney, Court of Protection matters, and the establishment and management of Charitable Foundations.
What We Offer:
- A dynamic and supportive work environment.
- The opportunity to work with a highly ranked Legal 500 team.
- A competitive salary and benefits package.
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