Private Client Partner

William James Recruitment; Lancashire; Hybrid; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Hybrid work

Holiday allowance (25 days)

Health plan

Income protection

Life assurance

Family-friendly policies

Professional development

Additional annual leave buy/sell

Job summary

William James Recruitment represents a well-established regional law firm in Lancashire seeking a Senior Private Client Solicitor to lead in its Private Wealth team.

The role focuses on complex estates, wills, trusts and tax planning for high-net-worth individuals, with strategic responsibility for growth and client relationships. Hybrid working and a competitive package up to £100,000 are on offer.

Qualifications

• Qualified Solicitor with 5+ years' PQE.
• Strong expertise across wills, trusts, probate, estate administration and tax planning.
• Experience handling complex and high-value estates.
• Strong technical knowledge of inheritance tax and succession planning matters.
• STEP qualification or progress towards qualification, would be advantageous.
• Strong commercial awareness and excellent client relationship skills.
• Excellent communication, drafting and technical abilities.
• Ambition to take on a senior role with broader leadership responsibilities.
• A proactive and solutions-focused approach to client service.

Responsibilities

• Manage a diverse caseload of complex Private Client matters.
• Advise high-net-worth individuals on succession planning and wealth preservation.
• Handle administration of complex and taxable estates, including high-value probate.
• Draft wills tailored to sophisticated personal and business circumstances.
• Establish and advise on lifetime, discretionary and protective trust structures.
• Provide inheritance tax, capital gains tax and estate planning advice.
• Prepare Lasting Powers of Attorney and related planning arrangements.
• Act for executors, trustees and beneficiaries in estate and trust administration.
• Deliver practical advice to private clients and families.
• Provide guidance to junior lawyers and supervise team growth.
• Assist with strategic planning and growth of the Private Client department.
• Develop and maintain referral relationships with professional advisers.
• Mentor and support junior lawyers as the team expands.

Skills

Wills & Trusts

Estate Administration

Tax Planning

Client Relationship Management

Leadership

Job description

Private Client Partner – Lancashire – Up to £100,000 + Benefits

A well-established and highly respected regional law firm is seeking an experienced Private Client Partner to join its growing Private Wealth team in Lancashire.

This is an outstanding opportunity for a senior Private Client lawyer looking to take on a strategic role within a thriving department. The successful candidate will work on a high-quality caseload of complex private client matters, advising high-net-worth individuals, families, business owners and trustees while also playing a key role in the future development and growth of the practice.

The Role

As a Senior Private Client Solicitor, you will:

• Manage a diverse caseload of complex Private Client matters
• Advise high-net-worth individuals and families on succession planning and wealth preservation strategies
• Handle the administration of complex and taxable estates, including high-value probate matters
• Draft wills tailored to sophisticated personal and business circumstances
• Establish and advise on lifetime, discretionary and protective trust structures
• Provide inheritance tax, capital gains tax and estate planning advice
• Prepare and advise clients on Lasting Powers of Attorney and related planning arrangements
• Act for executors, trustees and beneficiaries in relation to estate and trust administration
• Deliver commercially focused and practical advice to private clients and families
• Provide technical support and guidance to more junior members of the team
• Assist with strategic planning and the continued growth of the Private Client department
• Develop and maintain strong referral relationships with professional advisers and intermediaries
• Supervise, mentor and support junior lawyers as the team continues to expand

About You

To be considered for this opportunity, you will have:

• Qualified Solicitor with 5+ years' PQE
• Strong expertise across wills, trusts, probate, estate administration and tax planning
• Experience handling complex and high-value estates
• Strong technical knowledge of inheritance tax and succession planning matters
• STEP qualification or progress towards qualification, would be advantageous
• Strong commercial awareness and excellent client relationship skills
• Excellent communication, drafting and technical abilities
• The ambition to take on a senior role with broader leadership responsibilities
• A proactive and solutions-focused approach to client service

The Benefits

The firm offers an excellent package including:

• Salary of up to £100,000 depending on experience
• Hybrid and flexible working arrangements
• 25 days' annual leave plus bank holidays
• Option to buy or sell additional annual leave
• Medical and dental cash plan
• Income protection insurance
• Life assurance cover
• Enhanced family-friendly policies
• Ongoing professional development and leadership opportunities