Private Client Solicitor
Private Client Solicitor
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Job Description
Private Client Solicitor/Legal Executive
Location: Lincoln Lincolnshire
Salary: Competitive dependent on experience
Overview
A highly regarded regional law firm is seeking an experienced Private Client Solicitor or Legal Executive to join its busy and well-established team in Lincoln. This role offers the opportunity to manage a diverse caseload of private client matters while contributing to the departments growth and maintaining the firms reputation for excellence.
The Role
The successful candidate will be confident proactive and well-organised with proven expertise in private client work including:
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Drafting Wills including those incorporating trusts for complex family situations
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Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
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Preparing and registering Powers of Attorney EPAs and LPAs
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Court of Protection matters
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Administration of taxable and non-taxable estates
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Identifying trust administration requirements
You will also work with the departments marketing initiatives to promote the firms reputation and build client relationships.
Key Responsibilities
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Provide high-quality service to existing clients
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Work with partners and fee earners to develop new business
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Contribute to departmental development and growth
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Achieve fee income targets
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Stay up to date with legislation and best practice in private client law
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Manage billing and cash flow effectively
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Carry out fee-earning work in line with quality and risk management procedures
Person Specification
Essential
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Qualified Solicitor or Legal Executive
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Experience across mainstream private client matters including Wills Powers of Attorney mental capacity issues tax planning estate administration and trusts
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Strong organisational and caseload management skills
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Knowledge of Money Laundering Regulations and Solicitors Account Rules
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IT literate including case management systems
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Excellent communication written and numeracy skills
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Ability to handle sensitive client issues and maintain high professional standards
Desirable
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STEP qualification or willingness to work towards it
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Experience with agricultural estates or high-net-worth clients
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Supervisory experience
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Marketing business development and public speaking skills
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Existing client following
Attributes
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Professional proactive and positive approach
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High integrity empathy and client care
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Resilient under pressure and able to meet deadlines
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Full driving licence and access to a car for inter-office travel and client appointments
Benefits
- Generous holiday entitlement
- Staff discount on legal services
- Income protection
- Life assurance (3x salary)
- Salary sacrifice pension scheme
- Employee Assistance Programme
Employment Type
Full Time
