Private Wealth Partner

We are delighted to be partnering with a prestigious national law firm known for its exceptional legal services across multiple sectors. The firm has a strong reputation in private wealth law, advising high-net-worth individuals, families, and trustees on complex matters. As part of their continued expansion, they are looking for a senior Private Wealth Solicitor with a minimum of 8 years’ PQE to join one of their offices in the West Midlands. The ideal candidate will have a following or book of referrers, a deep knowledge of the local market, and ideally be a member of STEP (Society of Trust and Estate Practitioners).As a senior Private Wealth Solicitor in one of the firm’s West Midlands offices, you will manage a wide-ranging caseload of private client matters, including estate planning, inheritance tax advice, wills, trusts, probate, and succession planning. You will take the lead in advising high-net-worth clients, building and maintaining client relationships, and contributing to the strategic growth of the office. This is a key role in growing the firm’s private wealth offering, where your following or network of referrers will be essential in driving business development and raising the firm’s profile in the local market.Key Responsibilities:Managing a diverse and complex portfolio of private client matters, including trusts, wills, probate, estate planning, and inheritance taxAdvising high-net-worth individuals, families, and trustees on wealth management, succession planning, and tax-efficient strategiesBuilding and maintaining long-term relationships with clients, providing high-quality, tailored legal servicesUsing your following or book of referrers to drive new business and expand the firm’s private wealth client base in the West MidlandsCollaborating with colleagues across the firm to offer integrated services and solutions to clientsMentoring and supporting junior team members, helping to foster a collaborative and dynamic team cultureActively contributing to business development and raise the firm’s profile in the local marketPlaying a key role in managing and developing the private wealth practice within your office in the West MidlandsRequirements:UK qualified Solicitor with a minimum of 8 years’ PQE in private wealth lawTrained with a reputable leading law firm, with a first-class private client teamA member of STEP (Society of Trust and Estate Practitioners) is preferred, or a strong commitment to joining STEPExtensive experience handling a range of private client matters, including trusts, estates, inheritance tax, probate, and succession planningA following or book of referrers within the private wealth sector is essential, or significant knowledge of the local West Midlands marketStrong client management skills with a focus on building lasting relationships with high-net-worth individuals and familiesProven business development skills, with a track record of generating new business and expanding client basesExcellent communication and leadership skills, with the ability to mentor junior team membersA proactive and entrepreneurial approach to expanding the firm’s private wealth servicesBenefits:Competitive salary, based on experienceGenerous holiday entitlement and benefits packageOpportunities for career progression and professional developmentAccess to wellness programs and employee assistance initiativesA collaborative, inclusive, and supportive working environmentA key role in shaping the future direction of the private wealth team in your West Midlands officeSalary: Competitive, DOE + Benefits.If you are an experienced Private Wealth Solicitor with a following and strong local market knowledge, and you are a STEP member (or committed to becoming one), we would love to hear from you.