Head of Private Client

6 days ago

derby, United Kingdom Regional Recruitment Services Full time

Job Summary:

The key purpose of the job holder's role is to lead and manage our Private Clients Department, which includes Wills, Probate and Trust work, to ensure the delivery of the agreed departmental business plan and targets. They will also be required to develop new business opportunities, together with nurturing and expanding existing client relationships. Finally, they will be expected to ensure that business transactions are compliant with the SRA code of practice and are performed in a professional and responsive manner, which will enhance the firm's reputation and is consistent with the high-quality service that we are committed to providing.

Main Responsibilities:

Fee Earning

  • Meeting and interviewing clients to establish the firm's suitability to provide the necessary advice and services and likely cost
  • Take client's instructions.
  • Advising client on the law and legal issues relating to their case
  • Drafting documents, letters and contracts tailored to the client's individual needs.
  • Negotiating with clients and other professionals to secure agreed objectives.
  • Researching and analysing documents and case law to ensure the accuracy of advice and procedure
  • Supervising the implementation of agreements.
  • Coordinating the work of all parties involved.
  • Corresponding with clients and opposing solicitors.
  • Arranging and attending further client meetings where necessary to progress with the case and finalise documentation.
  • Checking all documentation prior to signing and implementing.
  • Take referrals from clients and referring to the correct departmental heads within the firm as appropriate
  • Accepting referrals from other firms of solicitors when a conflict of interest arises or if they have no specialist practitioner available
  • Keep up to date with changes and developments in the law by reading journals and law reports.
  • To identify and develop new revenue streams appropriate to the department portfolio

Departmental Management

  • Lead and manage the department on a day-to-day basis, ensuring compliance with the SRA code of practice.
  • Share the business plan with the team, ensuring that all members are aware of the targets, understand what is required and their individual contribution.
  • Hold monthly meetings to review and update on progress to-date
  • Performance manage team members in respect of quality and quantity of work undertaken
  • Supervise and delegate work to trainee solicitors, paralegals and legal secretaries as appropriate.
  • Undertake annual appraisals, agreeing objectives and PDP's
  • Review attendance / time keeping together approving holiday requests to ensure departmental cover
  • Attend weekly review of matters meetings with the designated Director
  • Administrative duties, e.g. completion of time sheets so that charges for work can be calculated and billing / invoicing clients for work undertaken can be carried out.
  • Review files and sign off for archiving

Person Specification:

  • PQE Solicitor

  • Microsoft Office with excellent keyboard skills

  • Knowledge of the Legal Secretary's duties and responsibilities

  • 6 years PQE Solicitor
  • Proven track record in delivery and attainment of individual and group targets
  • Evidence of team management
  • Client Relationships
  • Knowledge of case management software
  • Working knowledge of Microsoft Office
  • Strong leadership skills
  • A professional approach to work,
  • Ability to instill client confidence
  • Demonstrates integrity
  • Attention to detail & accuracy
  • Excellent communication skills both written and oral
  • Commercial awareness and negotiating skills.
  • Ability to delegate responsibility
  • Ability to plan / prioritise work and cope with conflicting demands and meet deadlines
  • Flexible, adaptable and comfortable with ambiguity that may exist to meet the needs of the service.
  • Demonstrates a ‘can do' attitude and encourages team members to do the same

Apply to this role through this advert. If you would like more information about this role, please contact Falak on .

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website (regionalrecruitment.co.uk).


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