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- Tasks: Manage diverse private client matters, including Wills and estate administration.
- Company: Leading regional law firm with a strong presence in Lincolnshire and the Midlands.
- Benefits: Generous holiday, staff discounts, income protection, and life assurance.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: Experience in private client matters and strong organisational skills.
- Other info: Opportunities for professional development and a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading regional law firm with offices across Lincolnshire and the Midlands is seeking a confident, proactive, and structured Private Client professional to join its growing team. This role offers the opportunity to manage a broad range of private client matters while contributing to the development of the department.
The successful candidate will be experienced in a variety of private client matters, including:
- Drafting Wills, including those utilising trusts for complex family situations
- Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
- Preparation and registration of Powers of Attorney (EPAs and LPAs)
- Court of Protection practice
- Administration of taxable and non-taxable estates
- Identifying trust administration requirements
The role also involves supporting the department's Marketing Policy to promote and enhance the firm's reputation and business.
Key Responsibilities
- Provide ongoing service to existing clients
- Work with Partners and other Fee Earners to develop new business
- Develop and enhance the Private Client department
- Produce fee income in line with targets and agreed objectives
- Maintain up-to-date knowledge of relevant law and practice
- Maintain and enhance professional legal skills
- Manage financial control, including billing and cash flow on client matters
- Perform fee-earning work accurately and reliably in accordance with the firm's quality and risk procedures
Person Specification
Essential
- Experience in all mainstream private client matters, including Wills, Powers of Attorney, mental capacity issues, Tax Planning, Estate Administration, and use of Trusts
- Ability to manage own caseload confidently
- Strong planning and organisational skills
- Clear understanding of Money Laundering Regulations and Solicitors Account Rules
- Excellent communication, written, and numeracy skills
- Ability to create and nurture relationships with key clients
- Proactive, positive, and professional approach
- Ability to prioritise workloads and work under pressure
Desirable
- STEP qualified or desire to qualify
- Experience with agricultural estates or high-net-worth clients
- Ability to supervise others
- Knowledge of case management systems
- Marketing and business development skills
- Presentation and public speaking skills
Attributes
- High level of integrity and empathy
- Hardworking and client-focused
- Ability to react well under pressure and meet deadlines
- Established client following
Benefits
- Generous holiday entitlement
- Staff discount on legal fees
- Income protection
- Life assurance (3x salary)
- Salary exchange pension scheme
- Employee Assistance Programme
Private Client Solicitor/Legal Executive employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Solicitor/Legal Executive
✨Tip Number 1
Network like a pro! Attend local legal events or join online forums where private client solicitors hang out. It's all about making connections that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! Create a personal blog or LinkedIn posts discussing recent changes in private client law. This not only showcases your knowledge but also gets you noticed by potential employers.
✨Tip Number 3
Don’t just apply, engage! When you find a role that excites you, reach out to the firm directly. A quick email expressing your interest can set you apart from the crowd.
✨Tip Number 4
Keep your skills sharp! Consider taking short courses on topics like Inheritance Tax planning or Trusts. It shows you're proactive and committed to staying ahead in the field.
We think you need these skills to ace Private Client Solicitor/Legal Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your expertise in private client matters like Wills, Powers of Attorney, and tax planning to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client work and how your proactive approach can contribute to our growing team. Keep it engaging and personal!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and well-structured. We want to see your ability to convey complex information simply and effectively, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Private Client Matters
Make sure you brush up on your knowledge of Wills, Powers of Attorney, and tax planning. Be ready to discuss specific cases you've handled and how you approached complex family situations. This will show your expertise and confidence in managing a diverse caseload.
✨Demonstrate Your Business Development Skills
Since the role involves developing new business, think about how you can contribute to the firm's marketing policy. Prepare examples of how you've successfully attracted clients in the past or ideas you have for promoting the department. This proactive approach will impress your interviewers.
✨Showcase Your Communication Skills
As a Private Client Solicitor, clear communication is key. Practice articulating your thoughts on legal matters clearly and concisely. You might even want to prepare a brief presentation on a relevant topic to demonstrate your public speaking skills and ability to engage with clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities under pressure. Think of scenarios where you've had to manage tight deadlines or complex client needs. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
