Head of Private Client

CV-LibraryKidderminster, WorcestershirepermanentPosted: 9 March 2026
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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

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