Senior Private Client Partner — Hybrid & High-Value Estates

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

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.