Head of Private Client Legal Services job in Bromsgrove - new division!

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Job Details

Head of Private Client Legal Services Regional / Area Manager
Reference ID: 1022
  • Salary/OTESalary to be advised upon application
  • Vacancy LocationBromsgrove
  • RemunerationEmployed
  • RegionMidlands
Job description

Are you experienced within Wills and Estate Planning and have the ability to set up and lead a specialist team to draft Wills, Trusts and LPAs?

Your role as Department Head of Private Client Legal Services will be proactively lead and manage their new Private Client Legal Services team. As head of this division, your duties will include:

  • Develop, train and coach (including CPD) the Estate Planning team to maximise and exceed results, in line with company expectations
  • Produce appropriate MI and reports for the key stakeholders
  • Ensure compliance throughout
  • Build business through professional relationships with their team of Financial Advisors, in-house contact centre and marketing teams
  • Dealing with all aspects of trust administration and drafting deeds of variation
  • Advising new and existing clients on their Wills, Trusts and LPA needs
  • Ensure your team of Estate Planners maximise all lead opportunities through upselling to achieve the highest possible value per sale
  • Monitor lead levels and resulting follow up and sales activity to achieve strong company results
  • Monitor industry pricing, propositions, best practice and regulatory trends
  • Support the delivery of strategic product, proposition, process and system developments

Head of Private Client Legal Services Requirement

  • You should have strong level of experience within private client legal services
  • You should have management experience and an entrepreneurial approach
  • You should be legally qualified / registered and/or working towards a significant Estate Planning qualification (e.g. STEP Certificate in Trusts & Estates)

The Company

This highly recognised and respected independent financial advisory and discretionary wealth management firm regularly feature in the industry press as a leader in their field. This is an exciting opportunity to access over 40,000 clients to offer the new in-house estate planning services!

Head of Private Client Legal Services Benefits

  • Salary to be advised upon application
  • Company benefits include: pension scheme, 30 days holiday including bank holidays, cash plan scheme, private health insurance, life insurance, annual bonus and discounts at a local gym
  • Office based role, with normal working hours
  • People based business, committed to helping you improve your skills and your professional development



Call us now on 0208 0044 154 or click Apply

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