CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Leadership of the solicitors team, responsible for all aspects of people management.
Deputise for the COLP role to ensure compliance with SRA regulations
Work with the COFA to ensure compliance with SRA regulations
Collaboration with the wider Leadership Team to define the strategy and deliver the vision.
Work with marketing to promote and generate new business.
Initially playing a hands-on role, working with the team supporting, advising and guiding clients through the probate process.
Provision of client advice on Lifetime and Estate Planning, Will Writing, Trust administration and Lasting Powers of Attorney.
Maintain existing and implement new systems and processes to ensure delivery of compliant, industry best practice standards
Undertake a broad range of Private Client legal work, to include Probate, Will drafting, Trust administration and the preparation of Lasting Powers of Attorneys
Manage an ongoing review of services appropriate to the Client's needs in line with the business's proposition offering
Responsible for the acquisition of new clients to ensure that company targets are achieved
Retain deceased Clients' Funds Under Management (FUM) within the Advanced Investment Strategy
Partnering with our team of Financial Advisers, you will be responsible for managing the technical aspects of financial planning meetings, specifically regarding legal recommendations for Client presentations
Ensure that any business conducted is done so in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Promote the profile of the business within the profession and wider communities
Team leadership, responsible for motivating behaviours and driving results as well as managing the on-going personal development of all individuals. This includes weekly 1-2-1's, Team meetings, personal development reviews etc.
Our ideal applicant will be a qualified Private Client Solicitor with extensive experience within the field and leading a small team of legal and administrative professionals. You will be a client focused individual that is passionate about providing a professional service and capable of putting our clients' needs first during a particularly sensitive time. Commercial thinking is critical as you will be primarily responsible for driving the growth of a start-up legal practice. In order to ensure that we remain compliant in line with SRA requirements it is also imperative that you are up to date with relevant legislation.