Key Responsibilities:
- Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred.
- Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout.
- Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers.
- Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team.
- Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development.
- Meeting KPIs and managing billing, WIP and financial performance of matters, with the ability to promote commercial awareness in others.
- Contributing to business development, networking and the growth of the department, including developing and maintaining your own client relationships.
- Ensuring compliance with all regulatory and professional obligations and maintaining high standards.
- Championing a positive team culture and promoting the firm's values across the department.
Qualifications and Skills:
- Qualified Solicitor or Chartered Legal Executive with at least 5 years' PQE in private client work.
- Strong technical knowledge of wills, LPAs, probate, trusts and inheritance tax planning.
- Experience advising on complex matters, including HNW estates and multi-generational planning.
- STEP qualification or working towards STEP is desirable.
- Proficiency in case management systems
- Strong drafting, communication and organisational skills.
- Proven experience of supervising and managing others.
Skills and Competencies
- Excellent client relationship management skills, with the ability to advise elderly and vulnerable clients with empathy and sensitivity.
- Strong attention to detail and problem-solving ability.
- Ability to manage a varied caseload and prioritise workloads effectively and autonomously.
- Ability to work independently and collaboratively as part of a close-knit team.
- Commercial awareness and a proactive interest in business development.
- A collaborative, supportive working style with a commitment to nurturing junior talent.
What We Offer
- Clear career progression opportunities, including the potential to develop specialist expertise and take on wider management responsibilities.
- Support for professional development including STEP qualification and CPD.
- A flexible and supportive working environment.
What is it like working at Taylor Rose?
We don’t just settle for excellence; we Aspire, Integrate, Innovate, and Commit. As Head of Department, you will:
- Lead with Autonomy: Develop and implement the annual department strategy and budget.
- Innovate Systems: Continually refine our processes and leverage the latest legal technology to deliver market-leading client service.
- Mentor Talent: Shape the careers of the next generation through proactive training and succession planning.
- Influence Change: Join a dynamic management team where you are empowered to drive mindset changes at all levels of the business.
In return we offer:
- Competitive salary
- Fee Earner reward Scheme
- Healthcare Plan
- Hybrid working
- Internal and External Training and Development
