HEAD OF PRIVATE CLIENT
Posted 23 hours 20 minutes ago by Bennett Oakley Limited
Posted:18 June 2024, 11:23 Updated: 29 April 2025, 10:08
Vacancy Open
Job Advert: Head of Private ClientPosition: Head of Private ClientLocation: Burgess Hill OfficeFirm: Bennett Oakley Solicitors
About Us: Bennett Oakley Solicitors is a well-established Employee Owned law firm dedicated to providing exceptional legal services. The department undertakes various areas of law, including Wills, Powers of Attorney, Trusts, Tax work, and Estate Administration. Our commitment to excellence and client satisfaction has earned us a reputable standing in the legal community.
Employee ownership means that our people are at the heart of our business. Their ideas and views matter and they have a direct say in how the business is run through our Employee Ownership Trust. Our employees and leadership team are all working towards the same goal - to provide outstanding service for our clients.
Role Overview: Are you an experienced and motivated legal professional looking for a new challenge? Bennett Oakley Solicitors is seeking a dynamic individual to join our team as the Head of Private Client. This is a fee-earning role that will contribute significantly to the department's profitability while ensuring the firm's successful development in line with our current Business Plan.
Key Responsibilities: As the Head of Private Client, you will:• Manage a diverse caseload comprising Wills, Powers of Attorney, Trusts, Tax work, and Estate Administration.
• Provide expert legal advice and representation to clients in all areas of private client law.
• Lead and manage a team of three Lawyers and one Paralegal, ensuring high standards of work and client care.
• Report directly to the management team, contributing to strategic planning and decision-making.
• Develop and implement strategies to grow the private client department and enhance the firm's reputation.
• Ensure compliance with all relevant legal and regulatory requirements.
Requirements: We are looking for someone with:• Extensive experience in private client law, with a proven track record in handling Wills, Powers of Attorney, Trusts, Tax work, and Estate Administration.
• Strong leadership and management skills, with the ability to inspire and motivate a team.
• Excellent communication and interpersonal skills, with a client-focused approach.
• The ability to work independently and as part of a team, managing multiple priorities effectively.
• A proactive and strategic mindset, with a commitment to continuous improvement and professional development.
What We Offer:• Competitive salary and benefits package.
• Opportunities for career progression and professional development.
• A supportive and collaborative working environment.
• The chance to make a significant impact on the growth and success of the firm.
Application Process: If you are ready to take on this exciting opportunity, please submit your CV and a covering letter outlining your suitability for the role to Samuel Cash - .
Join Bennett Oakley Solicitors and be a part of a dynamic team dedicated to providing exceptional legal services. We look forward to receiving your application.
Bennett Oakley Solicitors are looking to recruit a new Head of Private Client based within the Burgess Hill Office. The position will be a fee earning role that will provide a profitable contribution to the work of the department whilst ensuring the successful development of the firm in line with the current Business Plan.
The caseload will be made up of Wills, Powers of Attorney, Trusts, Tax work, Estate Administration. The successful candidate should have suitable experience within these areas.
The Head of Private Client will report to the management team and manage their own team of Two Lawyers and One Paralegal.
Office location: Burgess Hill
Contract type: Full Time
Our culture and valuesWe believe in working hard and to a high standard to ensure our clients receive outstanding service and where possible exceed their expectations. We also strive to maintain a work/life balance and provide flexibility in working hours where appropriate. We want our firm to be an enjoyable place to work.
Who we look forWe are a general practice, high-street firm so our ideal candidate is someone who possesses the following qualities:
- We place a big emphasis on being able to work in a team
- Experience and a sound knowledge in their chosen practice area
- The ability to communicate and work with different personality types
- Accurate and efficient to be able to maximise work in a fixed fee environment
- Client-focused with an ability to empathise
- A friendly, approachable and informal manner which makes other feel at ease
Bennett Oakley Solicitors was the first employee owned business in our surrounding area after converting to an employee owned trust (EOT) in 2022. This means that our focus is all about giving everyone who works here a real stake in the business. No matter what role you hold, we are all part of the same team. Everyone's contribution to the firm is equally important and everyone receives an equal share in the eligible profits.
Other benefits include:
- Holiday entitlement increasing with the length of service at the firm
- Pension contributions (including AVCs)
- Discounted conveyancing on your main residential property
- Discounted Will writing for staff
- Regular social events (including summer and Christmas parties)
- Professional membership/subscription support
- Dress-down Fridays
- Free parking (Burgess Hill office only)
- Work from home
- Cycle to Work Scheme
- £1000.00 finder's fee for new employee recruitment referrals
Bennett Oakley?
When I knew that I needed the support of a lawyer to deal with my issue, I was extremely nervous as I did have a bad experience before, dealing with an Inheritance issue. However, I should have not worried. From the first call, James Leighton has been such a great support and replied to all communication within a couple of hours. His knowledge was invaluable, and I will most certainly recommend James and the entire staff at Bennett Oakley. Thank you so much for all your help and support James.