Head of Private Client
CV-LibraryKidderminster, WorcestershirepermanentPosted: 2 March 2026
Apply NowThe 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
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