- Handling a wide-ranging caseload including Will drafting, probate and estate administration, inheritance tax planning, and trust creation and management.
- Advising high-net-worth individuals, families, and business owners on sophisticated estate planning and wealth management strategies.
- Delivering high-quality legal advice with a tailored and client-centred approach.
- Supervising and supporting junior team members, contributing to training and team development.
- Working closely with financial planners, tax advisors, and other professionals to provide holistic client services.
- Taking an active role in business development and networking, enhancing client relationships and expanding the private client portfolio.
- A minimum of 3 years’ PQE in private client law, with hands-on experience in probate, trusts, estate planning, and tax matters.
- A high level of technical knowledge, with confidence in managing complex and high-value client files.
- Outstanding interpersonal skills and the ability to build trusted, long-term client relationships with empathy and professionalism.
- A forward-thinking, proactive mindset, with a focus on contributing to the team’s growth and long-term objectives.
- Excellent drafting, negotiation, and communication abilities.
- A strong commitment to business development and enhancing the firm's market presence.