Private Client Partner

Reflect Recruitment Group; South Kesteven; On-site; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Competitive holiday allowance

Staff discount on legal fees andwealth

Income protection

Life assurance at 3 x salary

Salary Exchange Pension Scheme

Employee Assistance Programme

Job summary

Reflect Recruitment Group is recruiting for a Private Client Partner to lead the Private Client Department at a branch level. The candidate will handle wills, LPAs/EPAs, trusts and tax planning while mentoring a small team and growing the practice. Location: Bourne or Market Deeping with travel between offices.

9am–5.15pm, competitive salary dependent on experience. The role emphasizes leadership, strategic growth, client relations, and compliance with firm procedures.

Qualifications

• Qualified Solicitor or Legal Executive with Private Client experience.
• Experience across wills, Powers of Attorney and mental capacity issues.
• Experience in tax planning and estate administration.
• Able to lead a small team and develop client relationships.
• Willingness to travel between Bourne and Market Deeping offices.

Responsibilities

• Provide high-quality service on wills, probate, trusts and tax planning.
• Manage a varied caseload and bill in line with procedures.
• Lead, mentor and develop junior team members within the department.
• Develop new business and maintain client and referrer relationships.

Skills

Qualified Solicitor or Legal Executive

Private Client experience

Wills and Powers of Attorney

Tax planning and estate administration

Leadership of small team

Business development experience

Microsoft Office (Word, PowerPoint, Ex

Tools

Case management systems

Driving licence

Job description

My client and I have an exciting opportunity for a confident, proactive and well-organised individual to join our Private Client Department at Partner level. The successful candidate will have experience across a broad range of Private Client matters and will play an active role in the growth and development of the practice at branch level.

Benefits

• Competitive holiday allowance
• Staff discount on legal fees and wealth management fees
• Income protection
• Life assurance at 3 x salary
• Salary Exchange Pension Scheme
• Employee Assistance Programme

About the Candidate

My client is looking for an experienced and commercially minded Qualified Solicitor or Legal Executive with experience across mainstream Private Client matters. You will have experience preparing wills ranging from straightforward matters through to complex estate planning involving trusts, inheritance tax and capital gains tax planning, as well as preparing and registering Powers of Attorney, including EPAs and LPAs. The successful candidate will be comfortable working autonomously within a branch office while providing leadership, support and mentoring to a small team. You will have the ambition and commitment to develop the practice, nurture client relationships and identify opportunities for growth. An established following would be welcomed but is not essential.

About the Role

As a Private Client Partner, you will provide a high-quality ongoing service to existing clients, advising on wills, probate, trusts, estate administration, tax planning, LPAs, EPAs and Court of Protection matters. You will manage a varied caseload and undertake fee-earning work accurately, in accordance with the firm’s quality, risk and compliance procedures. The role will involve providing leadership within the Private Client department, contributing to its growth through team management, service development and strategic planning. You will support the supervision, mentoring and development of junior team members, while working collaboratively with Partners and fee earners to develop new business and build client and referrer relationships. You will also contribute to the firm’s business development activities, maintain effective financial control including billing and cash-flow management, and keep fully informed of changes in law and practice to maintain and enhance your legal and technical skills.

Location: Bourne or Market Deeping, with flexibility working between the two offices

Department: Private Client Department

Hours: 9am - 5.15pm, Monday to Friday

Salary: Depending on experience

Skills and Attributes

• Qualified Solicitor or Legal Executive
• Experience across mainstream Private Client matters, including wills, Powers of Attorney and mental capacity issues
• Experience in tax planning and estate administration
• Understanding of the benefit and use of trusts
• Experience leading a small team
• Experience working autonomously within a branch office
• Experience supporting business development and client relationship growth
• High level of competency using Microsoft Office, including Word, PowerPoint and Excel
• STEP qualified or a desire to qualify would be desirable
• Experience advising agricultural and business clients would be desirable
• Competent in using case management systems would be desirable
• Clear understanding of confidentiality and Data Protection
• Full UK driving licence and access to a vehicle (business insurance)
• Willingness to travel to other office locations as required
• Strategic thinker
• Establish and maintain good working relationships
• Written and verbal communication skills
• Analytical
• Assertive
• Able to maintain high levels of confidentiality
• Proactive and positive attitudeWork well under pressure and deadlines
• Team player