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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, income protection, life assurance, and an employee assistance programme.
- Why this job: Be part of a reputable firm with a proactive culture and opportunities for professional growth.
- Qualifications: STEP qualified or aspiring, with experience in private client matters and strong organisational skills.
- Other info: We value diversity and provide equal opportunities for all applicants.
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.
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
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, Lincolnshire 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, Lincolnshire
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in private client matters. Attend local legal events or seminars in Lincolnshire 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 net worth clients and agricultural estates during the interview. Highlight specific cases where you successfully managed complex situations to showcase your expertise.
✨Tip Number 4
Showcase your marketing and business development skills by thinking of innovative ways to promote the firm’s private client services. Be ready to share ideas on how you can contribute to enhancing the department’s reputation.
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, particularly in areas like Wills, Powers of Attorney, and estate administration. Use specific examples to demonstrate your expertise and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client law and your proactive approach. Mention how your skills align with the firm's values and how you can contribute to their marketing efforts.
Highlight Relevant Qualifications: Clearly state your qualifications, such as being STEP qualified or your desire to qualify. Emphasise any additional training or certifications that relate to private client work.
Showcase Your Soft Skills: In your application, highlight your strong planning, organisational skills, and ability to manage your own caseload. Provide examples of how you've successfully built relationships with clients and handled challenging situations.
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 during the interview. Be prepared to discuss specific cases where you've successfully navigated complex family situations or tax planning.
✨Demonstrate Your Proactive Attitude
The firm values a proactive and positive approach. Share examples of how you've taken initiative in previous roles, whether it's developing new business or enhancing client relationships. This will show that you align with their values.
✨Understand the Firm's Marketing Policy
Familiarise yourself with the firm's marketing strategies and be ready to discuss how you can contribute to promoting their reputation. Think of ideas on how to attract high-value clients and enhance the department's visibility.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle clients with mental capacity issues or those requiring trust administration. Prepare scenarios where you've successfully managed such situations, demonstrating your empathy and legal knowledge.
