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
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