Digital Portfolio Director

Hargreaves Lansdown; Bath; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading financial services firm is searching for a head of Private Client team to provide direction and mentorship in their Bath office. The successful candidate will manage a range of private client matters and ensure a high level of client care. With 5-10 years experience in private client law, this role requires someone keen to build and lead a team, while maintaining strong relationships with clients and colleagues. This unique opportunity also offers the chance to expand the Private Client portfolio.

Qualifications

• 5-10 years post-qualification experience in private client law.
• Experience with wills, probate, estate administration, and powers of attorney.
• Ability to manage a caseload effectively.

Responsibilities

• Lead and develop the Private Client team.
• Manage a range of private client matters.
• Build and maintain strong client relationships.
• Expand the Private Client portfolio.

Skills

Leadership

Client relationship management

Communication

Team building

Problem-solving

Education

Fully qualified Solicitor or Chartered Legal Executive

NVQ Level 2 or equivalent

Job description

Job Overview

This is a unique opportunity to head up and build a team supporting the established farming community, providing bespoke wealth management and business advisory services. The role will be based in our Bath office and cover seven offices in the Southwest.

Responsibilities

• Lead and develop the Private Client team, providing direction and mentorship.
• Manage a full range of private client matters, including Wills, Lasting Powers of Attorney, Court of Protection, Trusts, and Probate.
• Provide a high level of client care, ensuring that all matters are managed effectively from start to finish.
• Build and maintain strong relationships with clients, agents, and colleagues.
• Have the opportunity to expand the team and enhance the Private Client portfolio.

Qualifications

• Fully qualified Solicitor or Chartered Legal Executive with current practising rights in the UK.
• A minimum of 5–10 years post‑qualification experience, especially in private client law.
• Experience handling complex private client matters, including wills, probate, estate administration, and powers of attorney.
• A strong desire to build and lead a team with a vision to grow.
• Confidence in managing a caseload from start to finish with the support of staff.
• Excellent communication skills and the ability to build and maintain relationships with clients and colleagues.
• An enthusiastic, compassionate, and flexible approach towards clients.
• Must hold an NVQ Level 2, Scottish NVQ Level 2, or an equivalent qualification relevant to the role.