Experienced Private Client Solicitor or Legal Executive – Lincoln, Lincolnshire
We are a leading “Top 200” law firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.
Benefits
* Generous holiday entitlements
* Staff discount on legal fees
* Income protection
* Life assurance at 3 × salary
* Salary sacrifice pension scheme
* Employee Assistance Programme
The Role
You will be a confident, proactive and structured individual who will be experienced in a broad range of matters, to include, but not limited to, the following:
* Preparation of wills, including those utilising trusts to assist with more complex family situations
* IHT/CGT planning
* Preparation of powers of attorneys, including registration of EPAs and LPAs
* Court of protection practice
* Administration of taxable and non‑taxable estates
* Identifying trust administration requirements
In addition, you will work with the Department’s Marketing Policy to promote and enhance the good reputation and business of the firm.
Key Duties and Responsibilities
* Provide an ongoing service to existing clients
* Work with Partners and Fee Earners to develop new business
* Develop and enhance the department
* Produce fee income in line with targets and agreed objectives
* Keep informed of all changes in the law and practice in your area of work
* Maintain and enhance up‑to‑date legal skills
* Financial control with particular regard to cash‑flow through collection of monies on account and billing procedures
* Perform fee‑earning work accurately, reliably and in accordance with the Company’s quality and risk procedures
Hours of Work: Monday – Friday 9 am – 5.15 pm (36.25 hours)
Location: Lincoln
Salary: Competitive depending on experience
Qualifications
* Qualified Solicitor/Legal Executive
* STEP Qualified or desire to qualify
Knowledge
* Experienced in all mainstream private client matters to include wills, powers of attorney, mental capacity issues, tax planning, estate administration and the benefit and use of trusts
* Good computer literacy, including knowledge of case management systems
* Experience with one or more of the following: agricultural estates; high‑value net‑worth clients
* Ability to supervise others
Skills
* Ability to work with confidence, managing own caseload
* Strong planning and organisational skills
* Clear understanding of Money Laundering Regulations and Solicitors Account Rules
* Ability to identify and deal with clients who may have issues with mental capacity
* Marketing and business development
* Presentation and public speaking skills
Competencies
* Excellent communication skills
* Ability to create and nurture relationships with key clients at all levels
* Desire to provide a high quality service
* Ability to prioritise workloads and meet deadlines
* Excellent written and numeracy skills
Attributes
* Proactive and positive attitude
* Reacts well under pressure and able to work to deadlines
* High level of integrity and empathy
* Hardworking, proactive and positive attitude
* A client following
Other
* Ability to travel between Chattertons offices and attend out‑of‑office appointments; therefore full driving licence and access to car required
APPLY NOW: Please email your CV and covering letter to the HR Department: hr@chattertons.com
Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment. This is available upon request.
Please refer to our privacy policy for information regarding how your personal data is processed.
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