The successful candidate will play a critical role in providing expert legal advice and services to high-net-worth clients. This position will involve acting for high-net-worth clients, offering guidance on succession planning, trusts, wills, tax planning and estate administration. The Private Client Advisory team sits within the wider Private Client Division and works across all seven of the firm's offices.
Responsibilities
Build and maintain strong relationships with high-net-worth clients; Provide tailored legal advice on succession planning, tax advice, wills and estate administration; Draft and review complex legal documents including wills, trusts and powers of attorney; Advise clients on mitigating tax liabilities and structuring their estates effectively; Help lead and mentor a team of junior lawyers fostering a collaborative and supportive work environment; Contribute to the development and execution of the firm's strategic plan, particularly within the Private Client Advisory Team; Participate in networking events, conferences and other business development activities; Develop and implement marketing initiatives to attract new clients and retain existing ones
Requirements
Minimum 6 years PQE for Senior Associate or minimum 8 years PQE for Legal Director (guidance only); Ability to mentor junior team members and contribute to team development; Specialist legal expertise, aligning advice with clients' commercial objectives, directing research effectively, and drafting clear, accurate complex documentation; Managing time recording and billing effectively, pricing work profitably, supporting credit control, and meeting financial targets; Strategic business development, winning new clients, and identifying cross-selling opportunities; Managing matters and client relationships to a high standard; Building credibility and trust through strong relationships, continuous professional development, and championing positive change; Proactively managing risk and compliance tasks, maintaining practical Lexcel knowledge, and seeking feedback; Strong attention to detail; Professional integrity and a commitment to excellent client service; Competence in Microsoft Word, Excel, time recording software, case management, Outlook and digital dictation
Benefits
30 days holiday (FTE) plus Bank Holidays; Long Service holiday award (1 extra week every 10 years continuous service); Private Healthcare with BUPA (offered after probation is passed); Scottish Widows Pension Scheme (5% employer / 5% employee); Staff Profit Share and Individual Performance Bonus Scheme; Salary sacrifice (Pensions, Staff Profit Share); Life Assurance (4 x salary) / Permanent Health Insurance; Paid CSR Day; Enhanced Maternity/Paternity Leave; Subsidised gym membership; Electric car scheme; Dress for your Day Policy
Wielka Brytania · Ipswich
