Head of Private Client - Flexible around all offices

The candidate will be a qualified Solicitor or Legal Executive with an interest in growing our existing team further. They will be a confident, proactive and structured individual who will be experienced in a broad range of matters. In addition to managing their own caseload, they will manage the Private Client Department across all offices. The department currently has over 30 Fee Earners across our 8 offices.

Key responsibilities:

Management :

Recruitment/interviewing.
Ensuring all precedents are compliant and up to date.
Review, implement and streamline processes and policies where necessary.
Liaising with HR Manager re employee issues in the department.
Facilitate the training of fee earners and where necessary work alongside the HR department to arranging external training, webinars etc.
Mange the distribution of work for starters and leavers
Providing email and telephone support to fee earners at other offices.
Ensuring all clients receive the best possible service and that members of the department provide correct and appropriate advice.
Promote an inclusive culture within the Department.

Compliance :

Quarterly departmental meetings – with set agenda.
Supervision of up to 3 individuals – reviews for new starters and technical reviews.
Review of all department’s supervision reviews.
Attend 6 monthly HOD meetings (COO and Risk and Compliance)
Review any high risk matters.

Client Work :

Preparation of Wills, including those utilising trusts to assist with more complex family situations;
IHT/CGT Planning;
Preparation of Powers of Attorney to include registration of EPAs and LPAs;
Court of Protection practice;
Administration of taxable and non taxable estates;
Identifying trust administration requirements.

Marketing :

Attending marketing events and encouraging marketing activities across the department.
Liaising with Marketing Department re promotion and marketing of the department.
Liaising with heads of other departments re cross referrals.

Hours of Work: 09.00 – 17.15 hrs – Monday to Friday (36.25 hours per week).
Location: Flexible around our offices
Salary: Dependent upon experience

Person Specification:
	Essential	Desirable
Qualifications	Solicitor or Legal Executive.	STEP Qualified or desire to qualify.
Knowledge	Experienced in all mainstream private client matters to include, Wills, Powers of Attorney and mental capacity issues, Tax Planning, Estate Administration and identifying the benefit and use of Trusts. Commercial mind-set.	Experience with one or more of the following:- Agricultural estates; High value net worth clients. Previous experience of managing and growing a team. Ability to supervise others.
Skills	Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels. Ability to work with confidence, managing own caseload. Strong planning and organisational skills. Clear understanding of Money Laundering Regulations and Solicitors Account Rules. Ability to identify and deal with clients who may have issues with mental capacity. Excellent communication skills both verbally and in writing.	Marketing and business development. Presentation and public speaking skills.
Competencies	Desire to provide a high quality service. Able to work under pressure to tight deadlines.
Attributes	Professional. Positive and flexible approach. Team player Sense of humour. Present a credible and business-like approach.

APPLY NOW

Please email your CV and covering letter to the HR Department: hr@chattertons.com

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment. This is available upon request.

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