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- Tasks: Prepare Wills, Powers of Attorney, and manage estates while promoting the firm's reputation.
- Company: Join Chattertons, a historic Top 200 law firm with a strong presence in Lincolnshire.
- Benefits: Enjoy generous holidays, staff discounts, income protection, life assurance, and a pension scheme.
- Why this job: Be part of a supportive team, enhance your legal skills, and make a real impact on clients' lives.
- Qualifications: Qualified Solicitor/Legal Executive with experience in private client matters and strong communication skills.
- Other info: Full driving licence required for travel between offices; flexible working hours available.
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, 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
- 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 9am – 5.15pm (36.25)
Location: Horncastle
Salary: Competitive depending on experience
Essential Person Specification:
Qualifications: Qualified Solicitor/Legal Executive. 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.
Other: The ability to travel between Chattertons offices and attend out of office appointments therefore full driving licence and access to car.
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: Mid-Senior level
Employment type: Full-time
Job function: Legal
Industries: Legal Services
PRIVATE CLIENT SOLICITOR OR LEGAL EXECUTIVE - HORNCASTLE employer: Chattertons Legal Services Limited.
Contact Detail:
Chattertons Legal Services Limited. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PRIVATE CLIENT SOLICITOR OR LEGAL EXECUTIVE - HORNCASTLE
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in private client matters. Attend local legal events or seminars to meet potential colleagues and clients, which can help you gain insights into the firm’s culture and expectations.
✨Tip Number 2
Familiarise yourself with the specific legal services offered by Chattertons Solicitors & Wealth Management. Understanding their approach to private client work will allow you to tailor your discussions and demonstrate how your experience aligns with their needs.
✨Tip Number 3
Showcase your marketing and business development skills during any interactions with the firm. Think of innovative ways you could contribute to enhancing their reputation and client base, as this is a key aspect of the role.
✨Tip Number 4
Prepare to discuss your experience with high-value net worth clients and complex estate planning. Be ready to provide examples of how you've successfully managed similar cases, as this will highlight your suitability for the position.
We think you need these skills to ace PRIVATE CLIENT SOLICITOR OR LEGAL EXECUTIVE - HORNCASTLE
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 qualifications align with their requirements, particularly your experience with high-value clients and your understanding of tax planning.
Showcase Your Skills: Emphasise your strong communication and organisational skills in both your CV and cover letter. Provide examples of how you've successfully managed your own caseload and developed client relationships in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the legal profession.
How to prepare for a job interview at Chattertons Legal Services Limited.
✨Know Your Private Client Law
Make sure you brush up on your knowledge of private client matters, especially Wills, Powers of Attorney, and estate administration. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to handle sensitive situations, especially with clients who may have mental capacity issues, as this is crucial for the role.
✨Showcase Your Business Development Acumen
Be ready to discuss how you can contribute to the firm's marketing and business development efforts. Think of specific strategies or ideas you could implement to attract new clients and enhance the firm's reputation.
✨Exhibit Strong Communication Skills
Practice articulating your thoughts clearly and concisely. Good communication is key in this role, so be prepared to demonstrate your ability to engage with clients and colleagues effectively during the interview.
