Private Client Partner

Oculus Legal Group; Cheltenham; Hybrid; GBP 126,000 - 154,000; Full time

Benefits offered by this job

Equity Partnership potential

27 days annual leave

Electric Vehicle Scheme

Sight tests and glasses discounts

Job summary

Oculus Legal Group in Cheltenham seeks an accomplished Head of Private Client to take leadership of an established team and shape the firm’s future in Private Client services.

This senior role offers ownership potential and a clear pathway toward Equity Partnership, with responsibility for strategy, growth, and client service across Wills, Trusts and Estate Planning.

Qualifications

• 8+ years’ PQE in Private Client
• STEP qualified or equivalent technical expertise
• Experience advising HNW/UHNW clients and complex estates

Responsibilities

• Lead and develop an established Private Client team
• Oversee wills, trusts, probate, and succession planning matters
• Drive growth and strategic direction of the practice
• Build relationships with clients and professional contacts
• Mentor lawyers and contribute to leadership of the firm

Skills

Leadership

Private Client expertise

Business development

People management

Client relationship management

Education

STEP qualified

Job description

Head of Private Client | Cheltenham | Legal 500 Firm | £140,000+ + Excellent Benefits | Hybrid

I’m currently working with a leading Legal 500 law firm in Cheltenham that is looking to appoint an experienced Head of Private Client to take over the leadership of an established and highly regarded team.

This is a significant senior appointment and an excellent opportunity for an ambitious Private Client lawyer looking to take ownership of an established practice, with a genuine pathway towards Equity Partnership for the right individual.

You’ll inherit a well-established team and high-quality client base, working alongside experienced Partners while taking responsibility for the continued growth, development and strategic direction of the Private Client practice.

The opportunity

You will:

• Lead and develop an established Private Client team
• Manage and oversee a high-quality caseload across Wills, Trusts, Estate Planning, Succession Planning, Probate and LPAs
• Advise HNW individuals, families and business owners
• Handle complex and high-value estates, trusts and succession planning matters
• Play a key role in the strategic growth and development of the department
• Build and maintain strong relationships with clients and professional contacts
• Support, mentor and develop lawyers within the team
• Become increasingly involved in the wider leadership of the firm
• Have a genuine opportunity to progress towards Equity Partnership

About you

You will ideally be

• An experienced Private Client Solicitor with 8+ years’ PQE
• STEP qualified or able to demonstrate equivalent technical expertise
• Experienced across complex Wills, Trusts, Probate, Estate and Succession Planning matters
• Comfortable advising HNW and UHNW clients
• An experienced people manager with the ability to lead and develop a successful team
• Commercially minded with an interest in business development and growing a practice
• Looking for a senior position offering genuine influence, autonomy and long-term progression

Salary & benefits

• £140,000+ salary package
• Equity Partnership potential
• 27 days’ annual leave plus public holidays
• Electric Vehicle Scheme
• Sight tests and glasses discounts

This is a particularly strong opportunity for an established Private Client Partner, Legal Director or senior lawyer who is ready to take ownership of a successful department and wants a genuine route into the senior leadership and ownership of a leading Legal 500 firm.

All conversations are completely confidential.