J&T Business Consulting
Legal Director - Private Client
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Legal Director - Private Client
Senior Private Client Solicitor
About the Role
You will be providing high-quality private client advice to all clients, covering areas including:
- Inheritance tax and succession planning
- Preparing Balfour-type reviews of businesses to ascertain trading status and advise on improvements
- Drafting:
- Wills
- Trusts
- Letters of wishes
- Powers of attorney, including business powers of attorney
Supervision & Mentorship
- Act as a senior member of the team, helping to supervise and mentor junior solicitors.
- Support departmental/firm growth by securing additional business from new and existing clients.
Legal & Administrative Responsibilities
- Conduct legal research to ensure accuracy in advice and procedures.
- Support internal procedures and systems, including:
- File/case management
- Time recording
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Key Behaviours
- Must demonstrate technical expertise and competence across a broad range of private client work.
- Expected to work without significant supervision.
- Periodic work outside normal office hours may be required.
Responsibilities (Expanded)
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Thorough client-focused approach
- Develop and maintain strong client relationship skills, gaining confidence alongside other professionals.
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Self-driven and results-oriented
- Act with initiative, assertiveness, and efficiency while managing deadlines.
- Master multitasking under pressure with exceptional attention to detail.
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Professional growth and adaptability
- Be a forward-planner, anticipating client and colleague needs.
- Seek industry standard qualifications (e.g., STEP-qualified or open to studying for it).
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Requirements
Professional Background
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Strong private client experience, including:
- Preparation of trust and estate accounts
- Tax return handling
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Specialised competency with a reputation for excellence in specific areas, while maintaining strong commercial awareness and business development skills.
Skills & Attributes
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Exceptional written and verbal communication.
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Highly motivated self-starter with ability to:
- Collaborate across team levels.
- Work independently or as part of a cohesive team.
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Comfortable with the demands of multitasking and time management:
- Ability to keep calm under pressure.
Operative Requirements
- A valid, clean driving licence (travel expected as part of the role).
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