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- Tasks: Join us as a Private Client Solicitor or Legal Executive, handling Wills, estates, and client relationships.
- Company: We're a historic Top 200 Law Firm in Lincolnshire, established in 1856, offering 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, 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 organisational skills.
- Other info: Full driving licence required for travel between offices; we value diversity and equal opportunities.
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 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 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:
- 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
- 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
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 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: 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
- 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.
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.
Private Client Solicitor or Legal Executive - Horncastle 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
✨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 Horncastle 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
Showcase your marketing and business development skills by thinking of innovative ways to attract new clients. Prepare a few ideas on how you could enhance the department's reputation and bring in new business during your interview.
✨Tip Number 4
Prepare to discuss your experience with high-value net worth clients and how you’ve managed complex cases in the past. Highlighting specific examples will help illustrate your capability and fit for the role.
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, particularly 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 approach aligns with their goals. Mention your qualifications and any relevant experience with high-value clients or complex family situations.
Highlight Relevant Skills: Emphasise your strong planning and organisational skills, as well as your ability to manage a caseload effectively. Include any experience you have 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
✨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 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.
✨Emphasise Your Proactive Attitude
The firm is looking for someone with a proactive and positive attitude. During the interview, convey your enthusiasm for the role and your willingness to take initiative, whether it's in developing new business or enhancing the department's reputation.
✨Prepare for Marketing and Business Development Questions
As part of the role, you'll need to work with the department’s marketing policy. Be prepared to discuss any previous experience you have in marketing or business development, and think about ideas you could bring to the table to help promote the firm's services.
