Head of Private Client (Law Practice)
16037
As the Head of Private Client, you will be responsible for leading the team and also managing a portfolio of high-net-worth individuals and families.
You will provide expert guidance on a range of private client matters including succession planning, tax, estate management, trusts and court of protection matters.
You will play a key role in business development, building client relationships, and mentoring a team of professionals to ensure outstanding service delivery.
The key responsibilities will include, but will not be limited to:
- Lead the Private Client division, ensuring high standards of client service and technical excellence.
- Advise high-net-worth individuals, families, and trustees on complex tax, trust, and estate planning issues.
- Build and maintain long-term relationships with clients, understanding their needs and providing bespoke solutions.
- Actively contribute to business development, including identifying new opportunities and expanding the firm’s client base.
- Mentor and develop junior staff members, providing training and guidance to help them grow professionally.
- Stay updated on relevant legislation, tax regulations, and industry trends to offer cutting-edge advice.
- Collaborate with internal teams to deliver holistic solutions to clients.
Required experience, skill and attributes
The successful candidate will have a strong background in private client law or tax planning.
Key desired attributes include:
- Previous experience managing a team and leading client relationships.
- Expertise in estate planning, trusts, probate and court of protection.
- Proven business development capabilities and a track record of growing a client base.
- Excellent communication, interpersonal, and negotiation skills.
- STEP qualification
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Consultant
Sarah Kelly
Sarah specialises in senior commercial hires including sales/business development, commercial leadership and commercial management, bids and proposals, and legal, and has focused on this area of the market since joining Jackson Hogg almost 7 years ago. Sarah focusses on targeted headhunt searches nationally and internationally, with experience of recruiting in the UK, Europe, US, Middle-East, Africa and Asia Pacific, for STEM businesses typically in quite niche areas of technology/service offerings. In her spare time, Sarah enjoys travelling, trying new restaurants in the region, and spending time with friends and family.
Associate Director - Commercial
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