Senior Private Client Solicitor / Partner, Sutton Coldfield, Estate Planning & Trusts

QED Legal; West Midlands; On-site; GBP 85,000 - 140,000; Full time

Job summary

QED Legal Recruitment Limited is seeking a Senior Private Client Solicitor to join its West Midlands private client practice in Sutton Coldfield. The role is suitable for a Partner or Senior Associate aiming for Partnership, with a focus on sophisticated estate planning, trusts and high-net-worth clients.

You'll advise high-net-worth individuals and business owners on complex estate planning, trust creation and administration, succession planning, and wealth preservation, while developing

Qualifications

• 8+ years PQE in Private Client
• Substantial experience in trusts and estate planning
• STEP membership would be attractive and advantageous

Responsibilities

• Advise high-net-worth individuals and business owners on estate planning and trusts
• Oversee complex estate and succession planning and wealth preservation
• Create, administer and restructure trusts as needed
• Develop relationships with accountants, IFAs and other advisers
• Contribute to the growth and development of the Private Client practice

Skills

Estate planning

Trusts

Private Client

Education

STEP membership

Job description

Senior Private Client Solicitor / Partner, Sutton Coldfield, Estate Planning & Trusts

Are you an experienced Private Client Solicitor looking to focus on sophisticated estate planning, trusts and high-net-worth clients while taking the next step in your career?

A highly regarded regional firm is looking to appoint a senior Private Client lawyer to its established team, with the opportunity suitable for either an existing Partner or a Senior Associate approaching Partnership.

The Firm

This is an established West Midlands practice with a strong Private Client offering and recognition from the leading legal directories, including recognition for its Private Client expertise in the Chambers High Net Worth Guide.

The team itself is close-knit and supportive, with excellent longevity amongst its lawyers. This is a stable department rather than one being rebuilt, and the successful person will join experienced colleagues while having the seniority to influence its continued development.

The role can be based in Sutton Coldfield, although the firm has other offices across the West Midlands which could also be considered.

The Role

The position will have a particular emphasis on estate planning and trusts, including:

• Advising high-net-worth individuals and business owners
• Complex estate and succession planning
• Trust creation, administration and restructuring
• Inheritance tax and wealth preservation
• Succession planning involving family and owner-managed businesses
• Developing relationships with accountants, IFAs and other professional advisers
• Contributing to the continued development of the Private Client practice

There is considerable scope to shape the position around your existing expertise and professional relationships.

You

You'll ideally have around 8+ years' PQE and substantial Private Client experience, particularly involving trusts and estate planning.

Full STEP membership would be particularly attractive, alongside experience advising high-net-worth individuals and business owners.

Existing relationships with accountants, IFAs and other professional advisers would be advantageous.

The firm is open to an existing Partner or a Senior Associate with the experience and ambition to move into Partnership either immediately or in the relatively near future.

Why Consider It?

• Clear opportunity to operate at or progress to Partner level
• High-quality estate planning, trusts and HNW work
• Chambers High Net Worth-recognised Private Client practice
• Established team with strong staff retention
• Choice of offices across the West Midlands

If you're looking for sophisticated Private Client work alongside a genuine opportunity to develop your position within an established regional practice, this is well worth exploring.