Private Wealth Legal Director

Private Wealth Legal Director

My client’s Private Wealth team is expanding, and we are looking to hire a STEP-qualified Legal Director with at least 8 years of private wealth experience to help us on our growth journey.

Could it be you?

The Role

Your caseload will include a broad and varied mix of private client work, including:

- Wills, Succession Planning, Inheritance Tax (IHT) planning, and Trusts
- Administration of Estates
- Lasting Powers of Attorney (LPAs)

A large proportion of your clients will be high-net-worth or ultra-high-net-worth individuals and business owners.

Many cases will involve cross-border issues, and estates will frequently be high-value and complex.
As Legal Director, you will also contribute to firm-wide projects, taking on strategic business development tasks, team supervision, and learning and development initiatives.

What We Are Looking For
To succeed in this role, you should have:

- At least 8 years’ relevant experience as a solicitor or legal executive at a highly regarded regional or national firm (pre-qualification experience may be considered in some cases).
- Expertise in working with high and ultra-high-net-worth clients, managing your own clients and cases, and serving as a trusted advisor to business owners.
- Strong technical skills in lifetime planning, estates, IHT planning, and probate.
- Experience with contentious probate cases, particularly acting as an independent administrator in highly contentious estates.
- A history of successfully supervising team members with complex caseloads.
- The ability to generate your own work from professional connections (desirable but not essential).
- STEP qualification or equivalent alternative qualifications/experience.

We are particularly keen to hear from candidates with significant cross-border experience.
You should be motivated, commercially minded, and capable of working both autonomously and collaboratively.

Location
This role is based in Leeds, with the option to work from home 2-3 days per week.

The Team
The  team has an excellent reputation for advising individuals on:

- Wills, including those for clients with business interests, complex family arrangements, and cross-border considerations
- Trust creation, administration, and taxation
- Business succession, working closely with the Corporate team

Why Join?
My client pride themselves on fostering a supportive and collaborative culture where exceptional talent thrives.

In return for your expertise, we offer:

- 25 days’ annual leave (plus bank holidays) and your birthday off (with the option to buy or sell holiday)
- Private health scheme
- Pension and life assurance
- Reward schemes and volunteer days
- Generous family-friendly leave
- Wellness benefits, including on-site yoga/Pilates and mental health programs
- Additional perks such as discounted travel, cycle-to-work schemes, and secure bike storage

You'll also have opportunities to join clubs and committees that align with your passions, both in and outside of work, fostering friendships that last a lifetime.
This is a great opportunity to join a fantastic firm who offer back great benefits.

If you are interested in this Private Client role, please send a copy of your CV to myself Jack, at j.wood@clayton-legal.co.uk or alternatively you can call on 01133 979 929

Additionally, refer a friend or colleague to us and receive £500 in vouchers if we assist them in securing a new career! Terms apply

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