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
Key details
Salary
£50,000 - £65,000
Location
- South Yorkshire
Role type
- Hybrid working
Contract type
- Permanent
Practice area
Private Client
Job ref
V-66191
Specialist for Private Client, Court of Protection and Contentious Probate lawyers in Yorkshire.
Ready? Apply for this role now
Not sure if this role is right for you?
Are you unsure whether this job is the right fit for you, and looking for more guidance on similar roles that could suit you better? Feel free to talk to our dedicated consultant, Bill Szajna-Hopgood, with a no-obligation call at a time that's convenient to you.
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