Head Of Private Client

Head of Private Client - Lichfield - Permanent - Directorship Opportunity within 6 months

Ask Verity Recruitment is proud to be working with a boutique law firm based in Lichfield as they search for their new Head of Private Client role. This is an excellent opportunity to lead a small team and work collaboratively across the firm, with the opportunity of directorship within 6 months. You will manage a high-value caseload while driving business growth and ensuring exceptional client service.

This senior leadership role requires a proven track record in advising high-net-worth individuals, complex estates, and trusts, alongside strong management, strategic, and business development skills.

• Advise clients on a full range of private client matters, including:
• Wills (including Business Wills), trusts, and estate planning
• Probate and estate administration
• Inheritance tax planning
• Powers of attorney and Court of Protection work
• Succession planning for family businesses and high-net-worth individuals
• Maintain the highest professional and ethical standards in all client dealings.

• Provide strategic direction and operational leadership to the Private Client team.
• Supervise solicitors and support staff within the department.
• Manage team performance and ensure financial targets are achieved.
• Oversee compliance with SRA regulations, data protection, and firm policies.

• Lead client relationship management and networking initiatives to expand the firm's private client offering.
• Develop new business opportunities, including referrals and strategic partnerships with financial advisors.
• Contribute to the firm's marketing strategy, thought leadership, and client events.

• Take ownership of departmental budgets, billing, and profitability.
• Contribute to firmwide strategic planning and decision-making as part of the senior management team.
• Monitor key performance indicators (KPIs) and ensure sustainable growth.

• Qualified Solicitor in England & Wales (8+ years PQE).
• Extensive experience in private client law, including estate and tax planning.
• Strong commercial acumen and business development record.
• Excellent client care and interpersonal skills.

• Proven leadership or management experience at Partner/Director level.
• STEP qualification (or working towards) strongly preferred.
• Experience with high-net-worth individuals.
• Experience in contributing to firm governance or strategic committees.

• Professional, empathetic, and client-focused approach.
• Strategic thinker with excellent leadership presence.
• High level of integrity and discretion.
• Motivated self-starter with the ability to inspire and influence others.

Competitive salary and performance-based bonus.

Director opportunity after 6 months.

Comprehensive benefits package (pension, private healthcare, flexible working, etc.).

Opportunities for continued professional development and leadership training.