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Private Client - Legal Director

Job description

IDEX Legal is looking to recruit a Legal Director to join a Private Client team. This individual can be based in either Lichfield or Sutton Coldfield.

Who are we:

  • The client seeks an experienced Legal Director to join our highly ranked Legal 500 team in North Birmingham.
  • We specialise in advising on various aspects of Private Client law, including Capital Tax planning through Wills, Trusts & Family Investment Companies. Our services extend to the creation and management of Trusts, encompassing tax compliance, accounting, and professional Trusteeships. We also handle estate administration, from simple to complex cases, Lasting Powers of Attorney, Court of Protection matters, and the establishment and management of Charitable Foundations. Our clientele includes family business owners, landed estates, individuals with newly acquired or inherited wealth, and Trustees of substantial trusts.
  • This role offers the opportunity to contribute to the future direction of the team, with a significant focus on overseeing an experienced team of lawyers.

What you'll do:

  • Delivering top-notch private client advice to all clientele, ensuring a high level of quality service.
  • Cultivating and sustaining strong client relationships, earning trust from both clients and fellow professionals.
  • In your role as a senior team member, you will oversee and provide mentorship to a group of Solicitors.
  • Actively contributing to the expansion and advancement of the department/firm by attracting new business and fostering relationships with existing clients.
  • Conducting legal research to guarantee the precision of advice and adherence to established procedures.

Your profile:

  • Solicitor or FCILEx with a minimum of 7+ years post-qualification experience (PQE).
  • Substantial expertise in various aspects of private client work is essential, encompassing the preparation of Trust and Estate Accounts and Tax Returns.
  • A proven track record in your practice area, showcasing technical proficiency, commercial acumen, and robust business development skills.

How we work:

  • We have hubs in Cannock, Lichfield and Sutton Coldfield
  • Our approach embraces agile working, providing a flexible blend of work locations and methods.
  • Recognising diverse needs and preferences, we prioritise flexibility, placing value on your contributions rather than dictating your work location.
  • The firm adopts a non-target culture focused on team, not individual KPIs.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.