2749 jobs - 151 added today
177292 registered Jobseekers
Recruiting? Call us on
Posted 20 days ago
Apply
Location:
Salary:
On application
Job type:
Permanent
Job sector:
In House
Sector:
Private Client
Experience:
PQE 3, PQE 4, PQE 5, PQE 6-9
Contact:
Pasquale Agatiello
Category:
JOB TITLE: Department Head of Private Client Legal Services
PQE: 4+
LOCATION: West Midlands
SALARY: Competitive

THE ROLE: An exciting opportunity has arisen working for a financial services company that provide financial planning-led wealth management advice. The successful candidate will be required to set up and lead a specialist team to draft Wills, Trusts, LPA's and related work. Responsibilities will include but not be limited to
• Proactively lead and manage the Private Client Legal Services team
• Produce appropriate MI and reports for internal and external stakeholders as required
• Ensure compliance with the prescribed processes and external bodies
• Build business through positively managing professional relationships within their network of contacts, Financial Advisors.
• Advise around the implications of buying and selling trust and estate properties and transferring trust assets to advisers and clients
• Dealing with all aspects of trust administration and drafting Deeds of Variation • Advising on existing wills
• As a subject matter expert (SME) in Estate Planning, you will support the delivery of strategic product, proposition, process and system developments, working with both internal stakeholders and third-party partners by providing technical support.

THE CANDIDATE:
• Extensive private client legal services experience
• Management Experience preferred
• Either legally qualified/registered and have or are working towards a significant Estate Planning qualification (e.g. STEP Certificate in Trusts & Estates)
• Proven experience of managing and developing processes and procedures
• Entrepreneurial flair
• IT skills including a good understanding of Outlook, Word, Excel, PowerPoint, CRM Systems and Estate Planning Systems/Software

HOW TO APPLY:
Contact Pasquale Agatiello at eNL onor with your CV, or simply call for a confidential discussion. eNLwill never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide.

eNL is handling a number of vacancies throughout the Midlands. If you are a Private Client Solicitor looking for a move, please call now.

eNL has a number of permanent, locum and consultant vacancies for private practice law firms, the public sector and FTSE in-house organisations, throughout England & Wales. If you are legally qualified or in a legal business support role and considering a career move, do get in touch, or go to javascript:void(0); to register your interest.

In addition, if you know any legal professionals that may be interested in a new role, remember we do offer up to £500 referral fee bonus (T&C's apply).
JOB TITLE: Department Head of Private Client Legal Services
PQE: 4+
LOCATION: West Midlands
SALARY: Competitive

THE ROLE: An exciting opportunity has arisen working for a financial services company that provide financial planning-led wealth management advice. The successful candidate will be required to set up and lead a specialist team to draft Wills, Trusts, LPA's and related work. Responsibilities will include but not be limited to
• Proactively lead and manage the Private Client Legal Services team
• Produce appropriate MI and reports for internal and external stakeholders as required
• Ensure compliance with the prescribed processes and external bodies
• Build business through positively managing professional relationships within their network of contacts, Financial Advisors.
• Advise around the implications of buying and selling trust and estate properties and transferring trust assets to advisers and clients
• Dealing with all aspects of trust administration and drafting Deeds of Variation • Advising on existing wills
• As a subject matter expert (SME) in Estate Planning, you will support the delivery of strategic product, proposition, process and system developments, working with both internal stakeholders and third-party partners by providing technical support.

THE CANDIDATE:
• Extensive private client legal services experience
• Management Experience preferred
• Either legally qualified/registered and have or are working towards a significant Estate Planning qualification (e.g. STEP Certificate in Trusts & Estates)
• Proven experience of managing and developing processes and procedures
• Entrepreneurial flair
• IT skills including a good understanding of Outlook, Word, Excel, PowerPoint, CRM Systems and Estate Planning Systems/Software

HOW TO APPLY:
Contact Pasquale Agatiello at eNL onor with your CV, or simply call for a confidential discussion. eNLwill never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide.

eNL is handling a number of vacancies throughout the Midlands. If you are a Private Client Solicitor looking for a move, please call now.

eNL has a number of permanent, locum and consultant vacancies for private practice law firms, the public sector and FTSE in-house organisations, throughout England & Wales. If you are legally qualified or in a legal business support role and considering a career move, do get in touch, or go to javascript:void(0); to register your interest.

In addition, if you know any legal professionals that may be interested in a new role, remember we do offer up to £500 referral fee bonus (T&C's apply).
Select how you want to share: