Wealth Planning and Succession Lawyer

2 weeks ago


Leeds, Leeds, United Kingdom Clarion Solicitors Limited Full time
Private Wealth Legal Director Job Description

We are seeking a seasoned STEP qualified Legal Director to join our expanding Private Wealth team at Clarion Solicitors Limited.

About the Role:

This is an excellent opportunity for a highly experienced solicitor or legal executive with a minimum of 8 years' experience in private wealth law to take on a leadership role within our team. As a Legal Director, you will be responsible for managing a broad and varied caseload, including wills, succession planning, inheritance tax planning, trusts, administration of estates, and LPAs.

Our clients are predominantly high net worth or ultra-high net worth individuals and business owners, requiring expertise in lifetime planning, estates, and probate work. You will need to have a strong understanding of strategic business development, team supervision, and learning and development.

Responsibilities:

  • Manage a varied caseload of private client work, including wills, succession planning, inheritance tax planning, trusts, administration of estates, and LPAs.
  • Work closely with colleagues to develop and implement strategic business plans, enhance team performance, and promote professional development.
  • Maintain and improve knowledge of relevant laws, regulations, and best practices to ensure exceptional client service.

Requirements:

To succeed in this role, you will require:

  • A minimum of 8 years' experience as a solicitor or legal executive in private wealth law.
  • Strong expertise in lifetime planning, estates, and probate work.
  • Proven ability to manage a caseload, prioritize tasks, and meet deadlines.
  • Excellent communication and interpersonal skills.

Benefits:

  • An estimated salary of £100,000 - £120,000 per annum, depending on experience.
  • 25 days' annual leave plus bank holidays, and your birthday off (with the option to buy or sell holiday).
  • Pension and Life Assurance.
  • Generous 'family friendly leave'.
  • An array of wellness benefits, including onsite yoga/pilates and mental health programmes.

About Us:

Clinarion Solicitors Limited is a leading law firm based in Leeds, offering a wide range of legal services to individuals and businesses across the UK. Our Private Wealth team is ranked Tier 2 in the Legal 500 and Band 2 in the Chambers UK guides, reflecting our commitment to excellence and client satisfaction.



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