Private Client (Associate or Senior Associate)

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Posted 30+ days ago
Location:
Contract Type:
Permanent
Salary:
£44,000 - 65,000
Sector:
Private Practice
Reference Number:
KW/79274/6
Posted:
30+ days ago
Private Client Associate / Senior Associate BCL Legal is currently assisting a well-respected firm during a period of growth to recruit an Associate or Senior Associate to join a busy Private Wealth team on a full time, permanent basis. The role will focus primarily on pre-death work, dealing with a broad caseload consisting of complex wills and probate matters, inheritance tax, administration of estates, powers of attorney and care fee planning issues, in addition to supporting the partners. Further to this, the overriding purpose of the role is to actively generate profitable revenue for the firm through the delivery of an excellent client service, efficient regulatory working practices and effective supervision of more junior team members. This opportunity comes with genuine career progression and professional support to develop and promote the practice. The Candidate: - will ideally have over 3 years' PQE - will have experience in private client matters and handling them with limited support and lots of autonomy - will need to be ambitious, driven and have great attention to detail - will have excellent networking and business development experience - will have extensive technical ability Job Responsibilities: - Ensure the retention of good clients through appropriate client management and service delivery - Contribute to the development of the team business plan and take ownership for the delivery of assigned activities - Achieve personal utilisation and realisation targets - Support key events to secure profitable new clients, cross sell opportunities and increase the firm's profile - Set clear objectives for direct reports and actively manage to reinforce strong performance - Contribute to motivating colleagues to ensure they are engaged in achieving the firm's objectives - Provide coaching and training for individuals to maximise talent development Benefits: - Competitive salary - Excellent benefits package, including - 25 days annual leave (rising to 30 days) - Pension - Car parking - Training and development - Private medical insurance, life assurance and healthcare scheme - Subsidised gym membership If you're interested in this role, please apply now or forward an up-to-date copy of your CV to kellyannewillis@bcllegal.com or call Kelly-Anne on 0121 230 1027. If this job isn't quite right, please contact us for a confidential discussion on your career. For a full list of jobs you can also visit the BCL job search page. BCL Legal is an equal opportunities employer. BCL Legal is an equal opportunities employer.
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Advising Consultant

Kelly-Anne  Willis
Kelly-Anne Willis

Senior Associate
Birmingham

kellyannewillis@bcllegal.com

0121 230 1027 Connect on LinkedIn View bio

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