Wills & Lifetime Planning Team Lead

• Lead a specialist Wills & Lifetime Planning team within a Legal 500-ranked Private Client practice
• Inherit a strong flow of complex work through an established internal referral system
• Combine leadership, technical expertise and client work with genuine flexibility and progression

Looking for a leadership role without the politics, isolation or pressure of building a department from scratch?

This is an opportunity to take ownership of a dedicated Wills & Lifetime Planning team within a highly regarded Private Client practice. 

You’ll lead a small team, manage your own caseload and act as a technical sounding board on more complex matters, all while benefiting from the support of a wider, experienced Private Client department.

With a strong internal referral network already in place, you’ll be able to focus on delivering excellent client service, developing your team and helping shape the future of a growing specialist function.

Who we’re looking for

• Qualified Solicitor or equivalent
• Strong experience handling wills and LPAs
• Experience with complex estate planning matters
• Leadership or supervisory experience (Desired)
• Ability to manage and delegate work effectively
• Strong communication and problem-solving skills
• Private practice background
• Collaborative, approachable and organised personality

What you’ll be doing

• Leading and supporting a team of two fee earners
• Managing a caseload of wills, LPAs and estate planning matters
• Delegating work from an established triage system
• Providing technical guidance on complex matters
• Acting as an escalation point for team queries
• Working closely with the wider Private Client team across the firm
• Helping refine processes and develop the team’s offering

Salary & Benefits

• Bonus scheme
• Hybrid working (up to 2 days from home)
• Flexible working patterns available
• Increasing holiday entitlement with service
• Strong benefits package
• Leadership role from day one
• Long-term progression into wider departmental leadership
• CSR and charity involvement opportunities
• Supportive, collaborative culture

Contact Bill Szajna-Hopgood

📩 bill.szajnahopgood@realmrecruit.com
📞 03300 245 606