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Private Client Partner

Sacco Mann

Birmingham

On-site

GBP 60,000 - 100,000

Full time

10 days ago

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Job summary

An esteemed law firm seeks a highly skilled Private Client Partner to lead their Private Client team in Birmingham. This role involves providing strategic advice on estate planning, tax mitigation, and trust administration, ensuring the preservation of clients' wealth across generations. The ideal candidate will have extensive experience in private client law, a proven track record with high-net-worth clients, and strong leadership skills. Join a prestigious team that values collaboration and client care, and enjoy a rewarding career with excellent benefits and opportunities for professional growth.

Benefits

28 days' annual leave plus bank holidays
Agile working
Healthcare cover (Medicash)
Pension plan
Life insurance (4x salary)
Interest-free travel loan
Employee Assistance Programme
Discounted gym membership
Dental scheme
Cycle to work scheme

Qualifications

  • Extensive experience in private client law with high-net-worth clients.
  • Proven leadership and mentoring experience in legal settings.

Responsibilities

  • Lead and mentor the Private Client team while advising on estate planning.
  • Develop tax mitigation strategies and manage complex probate cases.

Skills

estate planning
tax mitigation
trust administration
probate matters
communication skills
client-focused skills
leadership
mentoring

Education

Qualified solicitor

Job description

A prestigious law firm based in Birmingham City Centre is seeking a highly skilled Private Client Partner to join their esteemed team. This role is ideal for someone with deep expertise in estate planning, tax mitigation, trust administration, and probate matters. As a Private Client Partner, you will lead the Private Client team, providing strategic advice and crafting tailored solutions to safeguard and manage clients' wealth across generations.

Job duties:

  • Lead and mentor the Private Client team.
  • Advise on wills, trusts, and estate planning.
  • Develop tax mitigation strategies.
  • Manage trusts and handle complex probate cases.
  • Represent elderly clients with care.
  • Collaborate with internal teams and external advisors.

Job Requirements:

  • Qualified solicitor with extensive experience in private client law.
  • Proven track record with high-net-worth clients and complex cases.
  • Leadership and mentoring experience.
  • Strong communication and client-focused skills.
  • Expertise in trusts, succession planning, and advanced estate planning tools.

Benefits:

  • 28 days' annual leave plus bank holidays.
  • Agile working, including home office equipment.
  • Healthcare cover (Medicash).
  • Pension plan.
  • Life insurance (4x salary).
  • Interest-free travel loan.
  • Employee Assistance Programme.
  • Discounted gym membership and dental scheme.
  • Cycle to work scheme.
  • Employee offers and discounts.

If you would be interested in knowing more about this Birmingham City Centre based Private Client role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com.

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