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

At Clayton Legal we passionately believe your talent matters, so we specialise in recruiting the best legal talent and connecting this to the right opportunities. Clayton Legal is recognised as the talent partner of choice with clients ranging from small legal practices to international and global law firms. Whether you’re looking for total recruitment outsourcing or a single appointment, or an overview of the recruitment market our award recognised service can confidently meet your talent needs.