Job Description

Experienced Private Client Solicitor or Legal Executive

Location:

Sleaford, Lincolnshire

Salary:

Competitive, dependent on experience

Overview

A leading regional law firm with offices across Lincolnshire and the Midlands is seeking a confident, proactive, and structured Private Client professional to join its growing team. This role offers the opportunity to manage a broad range of private client matters while contributing to the development of the department.

The Role

The successful candidate will be experienced in a variety of private client matters, including:


Drafting Wills, including those utilising trusts for complex family situations Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning Preparation and registration of Powers of Attorney (EPAs and LPAs) Court of Protection practice Administration of taxable and non-taxable estates Identifying trust administration requirements

The role also involves supporting the departments Marketing Policy to promote and enhance the firms reputation and business.

Key Responsibilities

Provide ongoing service to existing clients Work with Partners and other Fee Earners to develop new business Develop and enhance the Private Client department Produce fee income in line with targets and agreed objectives Maintain up-to-date knowledge of relevant law and practice Maintain and enhance professional legal skills Manage financial control, including billing and cash flow on client matters Perform fee-earning work accurately and reliably in accordance with the firms quality and risk procedures

Person Specification

Essential

Experience in all mainstream private client matters, including Wills, Powers of Attorney, mental capacity issues, Tax Planning, Estate Administration, and use of Trusts Ability to manage own caseload confidently Strong planning and organisational skills Clear understanding of Money Laundering Regulations and Solicitors Account Rules Excellent communication, written, and numeracy skills Ability to create and nurture relationships with key clients Proactive, positive, and professional approach Ability to prioritise workloads and work under pressure

Desirable

STEP qualified or desire to qualify Experience with agricultural estates or high-net-worth clients Ability to supervise others Knowledge of case management systems Marketing and business development skills Presentation and public speaking skills

Attributes

High level of integrity and empathy Hardworking and client-focused Ability to react well under pressure and meet deadlines Established client following

Benefits

Generous holiday entitlement Staff discount on legal fees Income protection Life assurance (3x salary) Salary exchange pension scheme Employee Assistance Programme

Job Sector:

Legal & Professional

Job Location:

Lincolnshire UKSleaford

Job Category:

Legal & Professional

Job Type:

Full TimePermanent

Salary:

Dependant on Experience Competitive