Private Client Solicitor/Legal Executive
Location: Lincoln, Lincolnshire
Salary: Competitive, dependent on experience
Overview
A highly regarded regional law firm is seeking an experienced Private Client Solicitor or Legal Executive to join its busy and well-established team in Lincoln. This role offers the opportunity to manage a diverse caseload of private client matters while contributing to the departments growth and maintaining the firms reputation for excellence.
The Role
The successful candidate will be confident, proactive, and well-organised, with proven expertise in private client work, including:
* Drafting Wills, including those incorporating trusts for complex family situations
* Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
* Preparing and registering Powers of Attorney, EPAs and LPAs
* Court of Protection matters
* Administration of taxable and non-taxable estates
* Identifying trust administration requirements
You will also work with the departments marketing initiatives to promote the firms reputation and build client relationships.
Key Responsibilities
* Provide high-quality service to existing clients
* Work with partners and fee earners to develop new business
* Contribute to departmental development and growth
* Achieve fee income targets
* Stay up to date with legislation and best practice in private client law
* Manage billing and cash flow effectively
* Carry out fee-earning work in line with quality and risk management procedures
Person Specification
Essential
* Qualified Solicitor or Legal Executive
* Experience across mainstream private client matters, including Wills, Powers of Attorney, mental capacity issues, tax planning, estate administration, and trusts
* Strong organisational and caseload management skills
* Knowledge of Money Laundering Regulations and Solicitors Account Rules
* IT literate, including case management systems
* Excellent communication, written, and numeracy skills
* Ability to handle sensitive client issues and maintain high professional standards
Desirable
* STEP qualification or willingness to work towards it
* Experience with agricultural estates or high-net-worth clients
* Supervisory experience
* Marketing, business development, and public speaking skills
* Existing client following
Attributes
* Professional, proactive, and positive approach
* High integrity, empathy, and client care
* Resilient under pressure and able to meet deadlines
* Full driving licence and access to a car for inter-office travel and client appointments
Benefits
* Generous holiday entitlement
* Staff discount on legal services
* Income protection
* Life assurance (3x salary)
* Salary sacrifice pension scheme
* Employee Assistance Programme