Private Client Solicitor/Legal Executive
Private Client Solicitor/Legal Executive
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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:
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Drafting Wills including those utilising trusts for complex family situations
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Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
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Preparation and registration of Powers of Attorney (EPAs and LPAs)
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Court of Protection practice
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Administration of taxable and non-taxable estates
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Identifying trust administration requirements
The role also involves supporting the departments Marketing Policy to promote and enhance the firms reputation and business.
Key Responsibilities
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Provide ongoing service to existing clients
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Work with Partners and other Fee Earners to develop new business
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Develop and enhance the Private Client department
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Produce fee income in line with targets and agreed objectives
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Maintain up-to-date knowledge of relevant law and practice
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Maintain and enhance professional legal skills
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Manage financial control including billing and cash flow on client matters
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Perform fee-earning work accurately and reliably in accordance with the firms quality and risk procedures
Person Specification
Essential
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Experience in all mainstream private client matters including Wills Powers of Attorney mental capacity issues Tax Planning Estate Administration and use of Trusts
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Ability to manage own caseload confidently
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Strong planning and organisational skills
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Clear understanding of Money Laundering Regulations and Solicitors Account Rules
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Excellent communication written and numeracy skills
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Ability to create and nurture relationships with key clients
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Proactive positive and professional approach
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Ability to prioritise workloads and work under pressure
Desirable
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STEP qualified or desire to qualify
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Experience with agricultural estates or high-net-worth clients
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Ability to supervise others
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Knowledge of case management systems
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Marketing and business development skills
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Presentation and public speaking skills
Attributes
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High level of integrity and empathy
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Hardworking and client-focused
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Ability to react well under pressure and meet deadlines
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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
Employment Type
Full Time
