Head of Private Client

Nelson Bridges; Coventry; On-site; GBP 65,000 - 85,000; Full time

Benefits offered by this job

25 days' holiday plus bank holidays

Pension scheme

Life cover

Bonus scheme

Flexible working arrangements

Free parking

Job summary

Nelson Bridges is seeking a senior Private Client specialist in Coventry to lead the firm's Private Client offering, focusing on estate and tax planning. The successful candidate will manage a team, handle a varied caseload, and drive performance and growth.

This role requires STEP membership and strong technical expertise, along with excellent communication and leadership skills. The firm offers competitive salary, 25 days holiday, pension scheme, and flexible working arrangements.

Qualifications

• 7+ PQE as a Private Client specialist.
• Experience with taxable estates and complex wills.
• Ability to supervise and mentor a team.

Responsibilities

• Lead and manage the Private Client department.
• Maintain a varied caseload while supervising the team.
• Ensure compliance with internal risk procedures.

Skills

Technical expertise in estate and tax planning

Leadership capability

Strong commercial awareness

Excellent communication skills

Education

STEP membership

Tools

IT proficiency

Job description

The Opportunity

The successful candidate will take responsibility for shaping and expanding the firm’s Private Client offering. You will build on an existing, loyal client base and strong commercial networks. The role focuses heavily on estate and tax planning for business owners and their families, while also overseeing wills, probate, and Court of Protection matters. You will be leading a capable team of lawyers and support staff, with full autonomy to drive performance, growth, and excellence in client service.

Key Responsibilities

You will lead and manage the department, maintaining your own varied caseload while supervising and mentoring your team. Your remit includes ensuring compliance with internal risk procedures, delivering on departmental targets, supporting business development initiatives, and contributing to the long-term strategic direction of the team. Training and development—both individually and collectively—will also form a key part of your role.

The firm is seeking a senior Private Client specialist (7+ PQE) with strong technical expertise and leadership capability. STEP membership is essential, along with experience handling taxable estates, complex wills, business LPAs, trusts, tax planning, and family investment companies/partnerships. You will have strong commercial awareness, excellent communication skills, and the ability to balance fee-earning with supervision. IT proficiency is also required.

The firm offers an excellent salary, 25 days’ holiday plus bank holidays, pension scheme, life cover, bonus scheme, flexible working arrangements, and free parking. This is a rare opportunity to step into a prominent leadership role with long-term progression, visibility with senior stakeholders, and the chance to make a meaningful impact within a dynamic and ambitious firm.

If you would like to learn more about this opportunity or to arrange a confidential conversation, we would love to hear from you.