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Experienced Private Client Lawyer
Location: Boston, Lincolnshire
Salary: Competitive, dependent on experience
Overview
A highly regarded regional law firm is seeking an experienced Private Client Lawyer to join its busy and well-established team. This role offers the opportunity to manage a diverse caseload of private client matters while contributing to the departments growth and the firms continued reputation for excellence.
The Role
The successful candidate will be confident, proactive, and well-organised, with proven expertise in a broad range of private client work, including:
Drafting Wills, including those incorporating trusts for complex family arrangements
Inheritance Tax and Capital Gains Tax planning
Preparing and registering Powers of Attorney, EPAs and LPAs
Court of Protection matters
Administration of taxable and non-taxable estates
Advising on and identifying trust administration requirements
You will also contribute to departmental marketing initiatives, supporting the firms profile within the community and building strong client relationships.
Key Responsibilities
Provide an ongoing, high-quality service to existing clients
Collaborate with partners and fee earners to develop new business
Contribute to departmental growth and client development
Meet agreed fee income targets
Keep up to date with relevant legislation and best practice
Maintain strong financial control, including billing and cash flow management
Carry out fee-earning work in accordance with quality and risk management procedures
Person Specification
Qualified Solicitor or Legal Executive
Significant experience in private client law, including Wills, Powers of Attorney, estate administration, tax planning, and trusts
Strong organisational and caseload management skills
Excellent understanding of Money Laundering Regulations and Solicitors Account Rules
Ability to handle sensitive matters and clients with mental capacity issues
IT literate, including experience with case management systems
Excellent communication skills, both written and verbal
STEP qualification or willingness to work towards it
Experience with agricultural estates and/or high-net-worth clients
Supervisory experience
Marketing, business development, and public speaking skills
Existing client following
Attributes
Professional, proactive, and positive approach
High level of integrity, empathy, and client care
Resilient and able to work well under pressure
Full driving licence and access to a car for inter-office travel and client meetings
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