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- Tasks: Join our Private Client Department, handling Wills, Powers of Attorney, and estate administration.
- Company: We're a historic Top 200 Law Firm in Lincolnshire, established in 1856.
- Benefits: Enjoy generous holidays, staff discounts, life assurance, and an employee assistance programme.
- Why this job: Be part of a respected firm, enhancing your skills while making a real impact on clients' lives.
- Qualifications: STEP qualified or eager to qualify; experienced in private client matters and strong computer skills.
- Other info: Work Monday to Friday, 9 am to 5:15 pm, in a supportive and diverse environment.
The predicted salary is between 43200 - 72000 £ 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:
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
Person Specification:
Qualifications: 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.
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, proactive and positive attitude
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.
Experienced Private Client Solicitor or Legal Executive - Sleaford employer: Chattertons Solicitors
Contact Detail:
Chattertons Solicitors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Private Client Solicitor or Legal Executive - Sleaford
✨Tip Number 1
Familiarise yourself with the specific legal practices and regulations relevant to private client work, especially in areas like Wills and Powers of Attorney. 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, particularly those who specialise in private client services. Attend local legal events or seminars to make connections that could provide insights into the firm and its culture, which can be invaluable during interviews.
✨Tip Number 3
Showcase your marketing and business development skills by thinking of innovative ways to promote the firm's private client services. Prepare a few ideas to discuss during your interview, as this will highlight your proactive approach and alignment with the firm's goals.
✨Tip Number 4
Research the firm’s history and values, especially their commitment to equality and diversity. Being able to articulate how your personal values align with theirs can set you apart as a candidate who is not only qualified but also a good cultural fit.
We think you need these skills to ace Experienced Private Client Solicitor or Legal Executive - Sleaford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client matters, particularly in 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 passion for private client law and your proactive approach. Mention how your qualifications, such as being STEP qualified or your desire to qualify, align with the firm's needs.
Highlight Relevant Experience: In your application, emphasise your experience with high-value net worth clients and any agricultural estates you have worked with. This will show that you understand the complexities involved in these cases.
Showcase Your Soft Skills: Demonstrate your strong planning, organisational skills, and ability to manage your own caseload. Include examples of how you've successfully built relationships with clients and contributed to business development.
How to prepare for a job interview at Chattertons Solicitors
✨Showcase Your Expertise
Make sure to highlight your experience with Wills, Powers of Attorney, and estate administration. Be prepared to discuss specific cases where you've successfully navigated complex family situations or tax planning.
✨Demonstrate Your Proactive Attitude
The firm is looking for someone who is confident and proactive. Share examples of how you've taken initiative in previous roles, whether it's developing new business or enhancing client relationships.
✨Understand the Firm's Values
Familiarise yourself with the firm's history and values, especially their commitment to equality and diversity. This will show that you align with their culture and are genuinely interested in being part of their team.
✨Prepare for Practical Scenarios
Expect to be asked about real-life scenarios related to private client matters. Prepare to discuss how you would handle clients with mental capacity issues or how you would approach trust administration requirements.
