Strategic Leader for Private Client Department
4 weeks ago
HCB Widdows Mason is seeking an experienced and strategic leader to head our Private Client department. This is an excellent opportunity for a driven individual to shape and grow our Private Client practice, ensuring exceptional client care and service delivery.
Key responsibilities include:
- Grow, lead, manage and mentor the Private Client department, fostering a collaborative and high-performance culture.
- Build and maintain a strong client portfolio, providing expert advice on wills, trusts, estates, and probate matters.
- Develop and implement strategic initiatives to enhance the practice and expand our client base.
- Ensure compliance with relevant legislation, policies, and industry regulations.
- Conduct regular reviews of team performance and client satisfaction, implementing improvements where necessary.
- Represent the firm at networking events, seminars, and other business development opportunities.
- Collaborate with other departments to identify cross-referral opportunities and promote integrated services.
- Oversee fee management, budgeting, and financial performance of the department.
Requirements
- Proven experience in a leadership role within a Private Client context.
- Razor-sharp business development skills.
- Strong knowledge of private client law, including wills, trusts, and probate.
- Excellent interpersonal and management skills.
- Demonstrated ability to develop and implement growth strategies.
- Proficient in compliance and regulatory matters.
- Strong communication and networking abilities.
- Relevant legal qualifications and a solid track record of client service excellence.
Benefits
Competitive salary dependent on experience
25 days holiday plus Bank Holidays
Holiday bonus scheme ( up to 12 additional days leave)
Pension scheme
Parking (on a first come first served basis)
Comprehensive training and development opportunities including support to study for professional qualifications
Cycle to work scheme
Firm funded eye tests
Medicash Plan
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