Private Client Director

1 week ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

IDex Consulting is a prominent legal firm in the North Birmingham area, seeking an experienced Senior Private Law Advisor to join their esteemed team.

Our company specialises in various aspects of private client law, including capital tax planning through wills, trusts & family investment companies. We offer extensive services in the creation and management of trusts, encompassing tax compliance, accounting, and professional trusteeships. Additionally, our team handles estate administration, from simple to complex cases, lasting powers of attorney, court of protection matters, and the establishment and management of charitable foundations.

About this role

We are looking for an exceptional individual to deliver high-quality private client advice to all clientele, ensuring a premium level of service. As a Senior Private Law Advisor, you will be responsible for actively contributing to the expansion and advancement of the department by attracting new business and fostering relationships with existing clients.

Key responsibilities:

  • Deliver top-notch private client advice to all clientele, guaranteeing a high level of quality service.
  • Actively contribute to the expansion and advancement of the department by attracting new business and fostering relationships with existing clients.
  • Conduct thorough legal research to ensure the precision of advice and adherence to established procedures.
  • Develop substantial expertise in various aspects of private client work, including the preparation of trust and estate accounts and tax returns.
  • Possess a proven track record in your practice area, showcasing technical proficiency, commercial acumen, and robust business development skills.

About our benefits

We have hubs in Cannock, Lichfield, and Sutton Coldfield, offering a flexible blend of work locations and methods. Our agile working approach provides a dynamic and adaptable work environment that suits individuals who value flexibility.

Estimated salary: £90,000 - £120,000 per annum.



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