Strategic Leader for Private Client Department

4 weeks ago


Cardiff, Cardiff, United Kingdom HCB Widdows Mason Full time

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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