Head of Private Client Job at Accutrainee (Cumbria)

Head of Private Client

This is an exciting opportunity for an experienced and commercially aware Head o...

Location

United Kingdom , Sunderland

Salary:

55000.00 GBP / Year

Gillespie Recruitment

Expiration Date

Until further notice

Requirements

Minimum 5+ years’ experience in Private Client law
Qualified Solicitor or Legal Executive
Strong technical knowledge across Wills, Probate, Estate Administration, and Powers of Attorney
Previous supervisory or leadership experience within a legal team
Proven ability to manage a full caseload independently
Strong commercial awareness and strategic mindset
Excellent communication and client care skills
High level of organisation and attention to detail

Job Responsibility

Managing a full caseload of Private Client matters, including: Wills and estate planning
Probate and estate administration
Lasting Powers of Attorney (LPAs)
Court of Protection matters (where applicable)
Trust creation and administration
Leading, managing, and developing the Private Client team
Supervising, mentoring, and supporting junior fee earners and support staff
Ensuring compliance with regulatory standards and internal quality procedures
Driving departmental performance, billing targets, and growth strategies
Building and maintaining strong relationships with clients, referrers, and professional contacts

What we offer

Supportive and collaborative working environment
Clear career progression and long-term development opportunities
Modern office environment in Sunderland

Fulltime

Head of Private Client Solicitor

This is a fantastic opportunity for a senior private client solicitor who’s look...

Location

United Kingdom , Billericay, Essex

Salary:

50000.00 - 60000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

A qualified Solicitor with significant experience in private client law
Confident managing a varied caseload independently
Comfortable in a leadership or supervisory capacity
Strong on client care and able to develop and maintain trusted client relationships
Commercially minded, with a proactive approach to business development and growing the department

Job Responsibility

Managing and developing a broad caseload of private client matters including Wills, probate, and estate administration
Inheritance tax planning
Trusts and estate planning
Lasting Powers of Attorney and Court of Protection matters
Supervising and mentoring junior team members
Ensuring compliance and excellent service standards
Contributing to the strategic growth of the department

What we offer

A key leadership role within a well-established and respected firm
Supportive working culture with genuine autonomy
Opportunities for continued progression and long-term impact

Fulltime

Locum Head of Private Client

I am working with a lovely firm who are seeking an experienced Private Client So...

Location

United Kingdom , Solihull

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

5+ years PQE in Private Client work
Confident team leader and client communicator
Able to work independently and manage files start to finish
Familiar with case management and Solicitors’ Accounts Rules

Job Responsibility

Managing a varied caseload: Wills, LPAs, Trusts, Tax, Probate
Supervising and supporting a small team
Ensuring compliance and high service standards

Fulltime

Head of Private Client Solicitor

Fantastic opportunity for a senior private client solicitor looking to step into...

Location

United Kingdom , Billericay

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor with significant experience in private client law
confident managing a varied caseload independently
comfortable in a leadership or supervisory capacity
strong client care skills and ability to develop and maintain trusted client relationships
commercially minded with a proactive approach to business development and growing the department

Job Responsibility

Managing and developing a broad caseload of private client matters including wills, probate, and estate administration
inheritance tax planning
trusts and estate planning
lasting powers of attorney and court of protection matters
supervising and mentoring junior team members
ensuring compliance and excellent service standards
contributing to the strategic growth of the department

What we offer

Salary up to £60,000, negotiable depending on experience
key leadership role within a well-established firm
supportive working culture
opportunities for continued progression and long-term impact

Fulltime

Head of Private Client Department

Battens Solicitors is seeking an experienced and strategic leader to head our Pr...

Location

United Kingdom , Bath; Poundbury; Wareham

Salary:

Not provided

Battens Solicitors

Expiration Date

Until further notice

Requirements

Proven experience in team leadership and departmental management
Strong expertise in private client law, ideally including Trusts
A collaborative and proactive approach to problem-solving
Confidence in managing performance, mentoring staff, and driving growth
Minimum 10 years PQE

Job Responsibility

Lead and manage a team of 30 across 7 offices
Set and implement the department’s strategic direction
Ensure high standards of service in complex areas, including trusts, wills, probate, and estate planning
Oversee all aspects of employee management, with support from our HR team
Handle client relationships with professionalism and care
Lead and conduct business development
The role will include growth, technical skill and supervision
Running your own caseload

What we offer

Group pension scheme with salary sacrifice and a 4% employer contribution
Income protection
25 days annual leave, increasing to 30 with length of service
Free conveyancing and discounted legal services
Recruitment bonus scheme
Birthday leave – enjoy an extra day off on your Birthday
Employee Assistance Programme
Critical illness cover
Life assurance from your first day of employment

Fulltime

Head of Private Bank Client Services

This is an exciting opportunity to join us as a Client Service Executive, Privat...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Prior few years of client service experience in Private Banking serving UHNW individuals or experienced in customer service roles within any industry / sector with the ability to build rapport
Excellent attention to detail
Excellent command of English language with strong written and verbal communications skills
Able to negotiate and influence across a wide range of internal and external stakeholders
High level of computer literacy and able to interpret screen-based information whilst continuing a dialogue with clients
Good organisational skills and able manage time effectively
Adaptable to change in processes and procedures

Job Responsibility

Customer service to create excellent customer satisfaction and positively influence NPS (Net Promoter Scores), act as an ambassador for Barclays externally and internally, creating connections and growth for customers
Identification and maintenance of active performance management standards across the team
Day to day running of the business, using internal and external insights to develop an effective business plan
Market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities
Cultivation of a resolution culture where leaders and colleagues are customer advocates
Creation of an empowering environment, bringing together and supporting a community of colleagues
Operational performance of allocated sites and surrounding touchpoints
Creation of a culture which enables focus on building deeper relationships with customers and contribute to the overall success of Barclays
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement
Lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources

What we offer

Structured approach to hybrid working
Office designed to optimise well-being
Located in Marina Bay with convenient commute options, excellent views, and access to a range of amenities
Utilising cutting-edge technology to deploy eco-friendly facilities
A great city to live in
A vibrant community
Be you. Be valued. Belong.

Fulltime

Head of Seller Experience & Private Sales, Client Service Operations

The Head of Seller Experience & Pvt Sales will be a champion for their team with...

Location

United Kingdom , London

Salary:

Not provided

Sotheby's

Expiration Date

Until further notice

Requirements

Degree holder with at least 8/10+ years’ experience in a related field
Management and leadership skills with a team subject to deadline pressures and high tempo activity
Excellent written and verbal communication skills and a demonstrable ability to work directly with clients
IT literate, familiar with financial databases and be able to learn and understand new systems quickly
Team player who brings enthusiasm and energy to the task at hand
A flexible approach - both in exploring new methods and approaches where appropriate and to the support of late running sales, covering short term absences within the department and off-site sales
Able to prioritize workload and solve problems independently
Resilience and ability to deal with challenges whilst taking a proactive and flexible approach to ensure exceptional standards of service are maintained at all times
Strong organisational skills and the ability to delegate effectively
Ability to work with and influence stakeholders at all levels

Job Responsibility

Set and deliver priorities for Client Service Operations team in London taking into account global Operations and Service Operations strategy and enterprise level projects, leveraging counterparts in other London based pods as well as geographic locations to drive consistency and best practice
Help co-ordinate Seller Experience high level queries and with other sale locations promote efficiency and consistency across global sale rooms
Work in partnership with Pre-Sale Managers to manage overall seller experience resource to balance workload/business needs with staffing and promote consistency within group
Partner with Managers to recruit, coach and train the team
Run weekly regular meetings with team to identify required actions & departmental issues
Represent and communicate on behalf of the Pre-sale and Pvt Sale Teams with both the associated departments as well as other areas of the business (Risk Management, Operations, Finance, Legal, Compliance, Valuations) to ensure efficiency in shared procedures
Advise on Client Service Operations structure where necessary to ensure best practice is followed and escalation/cascade is clearly defined
Work with Service Operations partners at all levels, both regionally and globally to ensure processes are consistent throughout
Drive efficiencies by identifying and implementing changes to processes and promoting best practice to improve client service where possible
Implement applicable company directives and policies, ensuring information is communicated to all relevant areas

Global Head Of Private Wealth

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy in consultation with key stakeholders
Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients
Leading the service line team across all locations
Setting strategic direction, managing team performance, and ensuring the delivery of consistent, high-quality client services
Attracting, developing, retaining and improving the talent pool and developing succession plans where necessary
Financial performance including full P&L responsibility of the service line
Budgeting, forecasting, financial reporting and meeting financial targets
Driving innovation in the service line
Identifying and supporting the implementation of new products and the effective use of technology and design of processes to enhance service delivery
Ensuring consistently high levels of client satisfaction

Fulltime

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Head of Private Client

Job Description

Job Responsibility

Requirements

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