Private Client Director

Company : Douglas Scott Legal Recruitment

Job Description - Private Client Director

An award winning, top 200 law firm is currently searching for a Private Client Director to join their Central London office.

Key Responsibilities:

Oversee all aspects of Wills and Probate work.
Assist with casework across a variety of Wills, Probate, and Lasting Powers of Attorney matters, including estate administration, probate applications, trust establishment, inheritance tax advice, Court of Protection matters, will contests, and tax liability settlements.
Report directly to the Board and work collaboratively to achieve performance goals.
Supervise a team of solicitors, trainee solicitors, and paralegals handling private client matters.
Manage a caseload with a range of complexities, ensuring quality and timeliness.
Meet with clients, gather instructions, and prepare case files.
Handle correspondence and maintain accurate time-costing records.
Conduct probationary reviews for new staff and perform monthly file reviews, ensuring prompt follow-up on required actions.
Ensure compliance with file management and organisation standards.

The Ideal Candidate:

Proven experience in team management and working towards key performance indicators (such as chargeables and billing).
In-depth knowledge and experience in Wills and Probate work, with the capability to handle privately funded cases.
5+ years PQE (Post-Qualification Experience).
Must hold a valid, clean Practising Certificate at the time of application.
Professional and proactive, with strong client care skills, the ability to manage client matters sensitively, and resolve complex issues.
Excellent networking and communication skills, with the ability to effectively market the firm and attract new business.
Strong analytical and organisational abilities.
Capable of working independently and exercising sound judgement.
Proficient in IT, with familiarity in Microsoft Office applications and document management systems.

Benefits:

Hybrid working/ flexible working arrangements
Bonus scheme
Salary reviews

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Private Client Director

Job Description - Private Client Director

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