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