Head of Private Client Head of Private Client …

Charles Levick
in Kidlington, England, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
Charles Levick
in Kidlington, England, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
Charles Levick
My client, a well-established chartered financial advisor is currently recruiting for a Private Client Lawyer to head up their Legal Division.

My client, a well-established chartered financial advisor is currently recruiting for a Private Client Lawyer to head up their Legal Division.

Duties include:

  • Leadership of the Solicitors team, responsible for all aspects of people management.
  • Deputise for the COLP role to ensure compliance with SRA regulations
  • Work with the COFA to ensure compliance with SRA regulations
  • Collaboration with the wider Leadership Team to define the strategy and deliver the vision.
  • Work with Marketing to promote W&T Solicitors and generate new business.
  • Initially playing a hands-on role, working with the team supporting, advising and guiding clients through the probate process.
  • Provision of client advice on Lifetime and Estate Planning, Will Writing, Trust administration and Lasting Powers of Attorney.
  • Maintain existing and implement new systems and processes to ensure delivery of compliant, industry best practice standards
  • Undertake a broad range of Private Client legal work, to include Probate, Will drafting, Trust administration and the preparation of Lasting Powers of Attorneys
  • Manage an ongoing review of services appropriate to the Client's needs in line with the business's proposition offering
  • Responsible for the acquisition of new clients to ensure that company targets are achieved
  • Retain deceased Clients' Funds Under Management (FUM) within the Advanced Investment Strategy
  • Partnering with our team of Financial Advisers, you will be responsible for managing the technical aspects of financial planning meetings, specifically regarding legal recommendations for Client presentations
  • Ensure that any business conducted is done so in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  • Promote the profile of the business within the profession and wider communities
  • Team leadership, responsible for motivating behaviours and driving results as well as managing the on-going personal development of all individuals. This includes weekly 1-2-1's, Team meetings, personal development reviews etc.

If you would like to be considered for this role, please apply online or get in touch with Finch Hare directly for a confidential discussion.

Company Overview

Charles Levick Limited are a leading global financial recruiter providing innovative solutions across Capital Markets, Financial and Professional Services organisations. Founded in 2008, Charles Levick is privately owned and operates from offices based within the City of London and New York.

A truly independent company with a global reach, we pride ourselves on delivering honest and intelligent guidance developing long term sustainable relationships. Our breadth of expertise and services allow us to deliver solutions across our sectors ranging from junior analyst through to C-Suite requisitions, all delivered with exceptional levels of attention to detail and service that have helped us to grow into the organisation we are today.

We have managed to build an enviable reputation partnering a diverse range of large and small organisations initially within London, but now globally, actively supporting clients across Europe, Asia and the US. With decades of experience, we have been able to develop a substantial knowledge of our markets as well as building loyal relationships with our clients and candidates.

Our business is devised of 5 core areas of specialisation:

  • Operations/Infrastructure
  • Compliance
  • Risk & Actuarial
  • Change, Transformation & Technology
  • Fintech
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