Private Client Solicitor/Legal Executive

Experienced Private Client Solicitor or Legal ExecutiveLocation:Sleaford, LincolnshireSalary:Competitive, dependent on experienceOverviewA 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 RoleThe 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 SpecificationEssential

• 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