Private Client - Lead Role. Regional Firm.

Actis Recruitment

Sefton

Hybrid

GBP 65,000 - 90,000

Full time

48 hours ago
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Job summary

Actis Legal in Liverpool is seeking a technically strong Private Client lawyer to lead the local team and develop the practice in the region.

You will handle estate planning, probate, lasting powers of attorney, and tax planning, working with colleagues in corporate, real estate and family to deliver a comprehensive service. The role combines leadership with hands-on client work in a supportive, flexible hybrid environment.

Qualifications

  • PQE guidance indicates competences for technical, client and case management skills.
  • Willingness to lead and develop a local team with cross-referral opportunities.
  • Flexible and hybrid working policy mentioned in the firm’s approach.

Responsibilities

  • Lead the local Private Client team in Liverpool with the support of a wider team.
  • Collaborate with corporate, real estate and family teams for cross-referral opportunities.
  • Contribute to a progressive, full-service practice with emphasis on client and staff retention.

Skills

Private client law
Estate planning
Probate
Powers of Attorney
Commercial acumen
Client development

Job description

Liverpool/Merseyside – Opportunity to Lead and Develop team.

A professionally managed and well-established law firm is looking to expand Private Client services.

With a thriving Private Client Team already in place elsewhere, this a unique opportunity to lead the local team in Liverpool but with the support and structure already in place.

This a full-service firm, with an interesting mix of clients including successful entrepreneurs, business owners and wealthy individuals.

Instructed on all aspects of private client services, both pre-death and post-death, covering:

  • Estate planning, wealth protection and trust advice.
  • Probate and Estate administration.
  • Lasting Powers of Attorney and Living Wills.
  • Inheritance tax & Capital gains tax planning

An immediate personal following is NOT essential, but the appointment requires a technically strong lawyer with drive and commercial acumen. You will have immediate support and be part of a wider team that is supportive of each other.

You will work closely with colleagues in the corporate, real estate and family teams on matters requiring multi-disciplinary collaboration and cross referring for business development.

This is a progressive, full-service practice. There is an effective and approachable leadership team which takes pride in both client and staff retention.

There is a flexible and hybrid working policy in place. The senor leadership team are committed to providing flexibility and autonomy so employees can flourish and achieve a sensible work/life balance.

Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence.

** Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate.

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