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- Tasks: Join our Private Client Department, handling Wills, Powers of Attorney, and estate administration.
- Company: Be part of a historic Top 200 Law Firm established in 1856, based in Lincolnshire.
- Benefits: Enjoy generous holidays, staff discounts, life assurance, and an employee assistance programme.
- Why this job: Make a real impact while developing your legal skills in a supportive environment.
- Qualifications: Experience in private client matters; STEP qualification is a plus.
- Other info: Full-time role with a competitive salary and opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
EXPERIENCED PRIVATE CLIENT SOLICITOR OR LEGAL EXECUTIVE – SLEAFORD, LINCOLNSHIRE
5 months ago Be among the first 25 applicants
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Experienced Private Client Solicitor or Legal Executive – Sleaford, 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
Some of the great benefits that we offer are:
- Generous holiday entitlements
- Staff discount on legal fees
- Income protection
- Life assurance at 3 x salary
- Salary exchange pension scheme
- Employee Assistance Programme
The Role
We have an excellent opportunity to join our Private Client Department.
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 Attorney to include 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
- To provide an ongoing service to existing clients;
- To work with Partners and Fee Earners to develop new business;
- Develop and enhance the department;
- To produce fee income in line with targets and agreed objectives;
- To keep informed of all changes in the Law and Practice in own 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 9.00 am – 5.15 pm (36.25)
Location: Sleaford
Salary: Competitive depending on experience
Essential
Person Specification:
Desirable
Qualifications
Competitive depending on experience .
STEP Qualified or desire to qualify.
Knowledge
Experienced in all mainstream private client matters to include, Wills, Powers of Attorney and 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 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.
APPLY NOW
Please email your CV and covering letter to the HR Department:
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.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Legal
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Industries
Legal Services
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EXPERIENCED PRIVATE CLIENT SOLICITOR OR LEGAL EXECUTIVE - SLEAFORD, LINCOLNSHIRE employer: Chattertons Solicitors & Wealth Management
Contact Detail:
Chattertons Solicitors & Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EXPERIENCED PRIVATE CLIENT SOLICITOR OR LEGAL EXECUTIVE - SLEAFORD, LINCOLNSHIRE
✨Tip Number 1
Network with professionals in the legal field, especially those who work in private client law. Attend local legal events or seminars in Sleaford to meet potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest developments in private client law, particularly around Wills, Powers of Attorney, and tax planning. This will not only boost your confidence but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare to discuss your experience with high-value clients and complex family situations during the interview. Highlight specific cases where you successfully managed sensitive issues, as this will showcase your expertise and suitability for the role.
✨Tip Number 4
Research Chattertons Solicitors & Wealth Management thoroughly. Understand their marketing policies and how they promote their services, so you can align your approach and ideas with their business development goals during discussions.
We think you need these skills to ace EXPERIENCED PRIVATE CLIENT SOLICITOR OR LEGAL EXECUTIVE - SLEAFORD, 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: In your cover letter, express your enthusiasm for the position and the firm. Mention how your background aligns with their needs, particularly in areas like tax planning and trust administration. Be sure to convey your proactive attitude and commitment to client service.
Showcase Relevant Qualifications: If you are STEP qualified or have plans to qualify, make this clear in your application. Highlight any additional qualifications or training that relate to private client work, as this will strengthen your candidacy.
Demonstrate Business Development Skills: Since the role involves developing new business, include examples of how you've successfully attracted clients or contributed to marketing efforts in previous positions. This will show your potential to enhance the department's reputation and business.
How to prepare for a job interview at Chattertons Solicitors & Wealth Management
✨Showcase Your Expertise
Make sure to highlight your experience with private client matters, especially in areas like Wills, Powers of Attorney, and estate administration. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex family situations or tax planning.
✨Demonstrate Your Client Management Skills
Since the role involves providing ongoing service to existing clients, be ready to share examples of how you've built and maintained strong client relationships. Discuss your approach to managing a caseload and ensuring client satisfaction.
✨Understand the Firm's Values
Research Chattertons Solicitors & Wealth Management and understand their marketing policy and reputation. Be prepared to discuss how you can contribute to enhancing the firm's business and reputation through your work and client interactions.
✨Prepare for Technical Questions
Brush up on relevant laws and regulations, particularly around Money Laundering Regulations and Solicitors Account Rules. Expect questions that assess your knowledge and ability to apply these regulations in practice.
