Senior Private Client Advisor & Team Leader

Birketts LLP; Chelmsford; Hybride; GBP 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Long Service holiday award - 1 extra

Private Healthcare with BUPA

Staff Profit Share and Individual Bonu

Salary sacrifice (Pensions)

Life Assurance - 4 x salary

CSR Day

Enhanced Maternity/Paternity Leave

Subsidised gym membership

Electric car scheme

Dress for your Day Policy

Résumé du poste

Birketts LLP in the United Kingdom seeks a highly experienced Private Client lawyer with 10+ years’ PQE to lead the Private Client Advisory Team. You will advise high-net-worth individuals and families on succession, taxes, and estate planning while mentoring junior lawyers and driving client growth.

You will manage complex matters with professional integrity, uphold Lexcel standards, and contribute to the firm’s strategic development, working in a hybrid model with strong regional reach.

Qualifications

• 10 years’+ PQE gained within a strong regional, national or City firm.
• Proven track record of advising high net worth clients in all areas of private client advisory law.
• Drives efficient time recording, profitable pricing, strong cash flow, and team gross profit delivery.
• Leads business development and high-profile pitches, builds a strong market presence, wins new clients, and drives cross-selling opportunities.
• Delivers exceptional project and client management, consistently meeting expectations through strong communication and deep client understanding.
• Builds trust through strong relationships, continual professional development, clear communication of vision, and championing positive change.
• Demonstrates strong risk management, supports junior staff, upholds Lexcel standards, and maintains high compliance and file review performance.
• Demonstrated leadership and team management abilities.
• Strong organisational and time-management skills, with the ability to manage multiple priorities and deadlines.
• Strong attention to detail to produce work documentation which is consistently of a high standard
• Professional integrity and a commitment to providing excellent client service
• To be competent in using Microsoft Word, Excel, time recording software, case management, Outlook and digital dictation

Responsabilités

• Build and maintain strong relationship with high-net-worth clients.
• Provide tailored legal advice on succession planning, tax advice, wills and estate administration.
• Ensure client need are met with the highest standard of professionalism and efficiency.
• Identify opportunities for expanding client relationships and cross-selling additional services.
• Draft and review complex legal documents including will, trust and powers of attorney.
• Advise clients on mitigating tax liabilities and structuring their estates effectively.
• Lead and mentor a team of junior lawyers fostering a collaborative and supportive work environment.
• Provide guidance and training to other team members ensuring continuous professional development.
• Oversee the workload and performance of the team, ensuring efficient and effective service delivery.
• Contribute to the development and execution of the firm’s strategic plan, particularly within the Private Client Advisory Team.
• Participate in networking events, conferences and other business development activities to promote the firm’s services.
• Develop and implement marketing initiatives to attract new clients and retain existing ones.
• Monitor and report on market trends, client feedback and competitive activity to inform strategic decisions.
• Lead efforts to establish and grow the firm’s presence in the region, leveraging local networks and industry contacts.
• Ensure all activities comply with relevant laws, regulations and professional standards.
• Manage risks associated with client engagements, including identifying and mitigating potential conflicts of interest.
• Maintain accurate and up to date client records and documentation in accordance with legal and firm policies.

Connaissances

Time management

Leadership

Business development

Client management

Risk management

Attention to detail

Professional integrity

MS Word/Excel/Outlook

Outils

MS Word

Excel

Time recording software

Case management

Outlook

Digital dictation

Description du poste

Birketts LLP in the United Kingdom seeks a highly experienced Private Client lawyer with 10+ years’ PQE to lead the Private Client Advisory Team. You will advise high-net-worth individuals and families on succession, taxes, and estate planning while mentoring junior lawyers and driving client growth.

You will manage complex matters with professional integrity, uphold Lexcel standards, and contribute to the firm’s strategic development, working in a hybrid model with strong regional reach.