Private Client Director - UHNW Wealth & Estates

Oculus Legal Group; Birmingham; On-site; GBP 86,000 - 105,000; Full time

Benefits offered by this job

Bonus up to 20%

Pension with 7% employer contribution

25 days annual leave

Group Income Protection

Life Assurance

Health Cash Plan

Digital GP access

Employee Assistance Programme

Wellbeing app

Job summary

Oculus Legal Group in Birmingham city centre seeks a Senior Associate or Legal Director in Private Client to join a large international practice. You will manage high-net-worth client matters, advising on estate and wealth planning with direct client contact and opportunities for career progression.

Experience in wills, trusts, succession planning and lifetime planning is essential, with a track record of delivering sophisticated wealth strategies for HNW/UHNW clients.

Qualifications

• Experience handling high-net-worth and ultra-high-net-worth client matters.
• Strong knowledge of wills, trusts and estate administration.

Responsibilities

• Advise high-net-worth and UHNW individuals, families and business owners.
• Provide strategic advice on estate and succession planning and wealth preservation.
• Draft complex wills, trusts and related documents.
• Advise on Lasting Powers of Attorney and lifetime planning arrangements.
• Administer high-value estates and advise on tax implications.
• Develop and manage client relationships and cross‑team collaboration.

Skills

Private Client law

Estate planning

Succession planning

Wealth preservation

Trusts

Client relationship management

Job description

Oculus Legal Group in Birmingham city centre seeks a Senior Associate or Legal Director in Private Client to join a large international practice. You will manage high-net-worth client matters, advising on estate and wealth planning with direct client contact and opportunities for career progression.

Experience in wills, trusts, succession planning and lifetime planning is essential, with a track record of delivering sophisticated wealth strategies for HNW/UHNW clients.