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- Tasks: Help clients with Wills, Powers of Attorney, and estate administration while promoting the firm's reputation.
- Company: Join a historic Top 200 Law Firm established in 1856, known for wealth management services.
- Benefits: Enjoy generous holidays, staff discounts, income protection, life assurance, and a pension scheme.
- Why this job: Be part of a supportive team, develop your skills, and make a real impact in clients' lives.
- Qualifications: Must be a qualified Solicitor/Legal Executive with experience in private client matters.
- Other info: Full driving licence required for travel between offices; commitment to equality and diversity.
The predicted salary is between 36000 - 60000 £ per year.
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 x 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, including:
- Preparation of Wills, including those utilising trusts to assist with more complex family situations
- IHT/CGT Planning
- Preparation of Powers of Attorney to include registration of EPAs and LPAs
- Administration of taxable and non-taxable estates
- Identifying trust administration requirements
Additionally, 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 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
- Stay 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 control 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 9am – 5.15pm (36.25)
Location: Horncastle
Salary: Competitive depending on experience
Person Specification:
Qualifications: Qualified Solicitor/Legal Executive STEP Qualified or desire to qualify.
Knowledge: Experienced in all mainstream private client matters including Wills, Powers of Attorney, mental capacity issues, Tax Planning, Estate Administration, and identifying the benefit and use of Trusts. Good computer literacy, including knowledge of case management systems. Experience with high value net worth clients.
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; 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 and proactive.
Other: The ability to travel between Chattertons offices and attend out-of-office appointments; therefore, a full driving licence and access to a car is required.
Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy that 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.
Private Client Solicitor or Legal Executive - Horncastle, Lincolnshire employer: Chattertons Solicitors
Contact Detail:
Chattertons Solicitors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Solicitor or Legal Executive - Horncastle, Lincolnshire
✨Tip Number 1
Familiarise yourself with the specific legal frameworks and regulations related to private client work, such as Wills, Powers of Attorney, and tax planning. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the legal field, especially those who specialise in private client matters. Attend local legal events or seminars in Lincolnshire to build connections that could lead to referrals or insights about the firm’s culture and expectations.
✨Tip Number 3
Showcase your marketing and business development skills by preparing ideas on how you could enhance the firm's reputation and client base. Being proactive in this area can set you apart from other candidates and align with the firm's goals.
✨Tip Number 4
Prepare for potential interviews by practising responses to questions about managing caseloads and dealing with clients facing mental capacity issues. Highlighting your experience and approach in these areas will demonstrate your suitability for the role.
We think you need these skills to ace Private Client Solicitor or Legal Executive - Horncastle, Lincolnshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client matters, such as Wills, Powers of Attorney, and estate administration. Use specific examples to demonstrate your skills and achievements relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm’s values and how your proactive attitude aligns with their goals. Mention your qualifications and any relevant experience with high-value clients.
Highlight Relevant Skills: Emphasise your strong planning and organisational skills, as well as your ability to manage your own caseload. Include any experience with marketing and business development, as these are key aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the legal field.
How to prepare for a job interview at Chattertons Solicitors
✨Know Your Legal Stuff
Make sure you're well-versed in private client matters, especially Wills, Powers of Attorney, and tax planning. Brush up on recent changes in the law to show your commitment to staying informed.
✨Showcase Your Client Management Skills
Be prepared to discuss how you've managed your own caseload and provided excellent service to clients. Highlight any experience with high net worth clients to demonstrate your capability.
✨Demonstrate Proactivity
Share examples of how you've taken initiative in previous roles, whether it's developing new business or enhancing departmental processes. This will align with their desire for a proactive candidate.
✨Prepare for Marketing Discussions
Since the role involves promoting the firm's reputation, think about how you can contribute to marketing efforts. Be ready to discuss any past experiences in business development or public speaking.
