Head of Private Client
1 month ago
Kidderminster
The Role To join a busy private client department as it restructures. The successful candidate will be responsible for helping build and manage a lasting team as well as handling estate administration, will drafting, tax planning, creation & management of trusts and preparation of lasting powers of attorney. Main tasks Candidates must have knowledge of and provide advice in respect of the following: • Administration of deceased estates, both taxable and non-taxable, • Drafting and preparation of both standard and complex wills, including wills that contain trusts for more complex situations, in particular, life interest trusts and discretionary trusts, • Knowledge of IHT and CGT and how those taxes have an impact on planning for private client situations, • Drafting and preparation of powers of attorney, LPAs, including registration of EPAs, • Deputyship applications to the Court of Protection, • Deeds of Variation, • Establishment and administration of trusts, • Supporting others in the department and working as a team, • Liaising with existing and new clients, • Involvement with business development activities in the firm Essential attributes • Strong team leading skills with prior experience in a similar role, • Good drafting skills across a wide range of legal documents, placing particular importance on accuracy and attention to detail, • Good listening and problem solving skills, • Excellent communication skills, both in written and spoken form, and ability to communicate technical and complex subjects, • Passion for client care and service, • Motivated and organised, • Be able to deal with work proactively and to work on own initiative; problem solving abilities, • Team working skills are essential, • Good time management and ability to meet deadlines, • Self-motivated and genuinely interested in career progression within the firm, • Proficient in use of IT, all MS Office, email and internet Firm benefits • 23 days holiday plus UK bank holiday; plus ex gratia days (birthday and Christmas), • Pension scheme (after probation period met), • Parking provided., • Sick pay, • Discount on some legal fees (subject to qualifying conditions being met) The successful candidate will be committed and with an ambition to progress to potential partnership level opportunities