At a Glance
- Tasks: Manage a varied caseload in probate, Wills, and estate planning while collaborating with a dynamic team.
- Company: Established legal practice with a focus on private client services.
- Benefits: 25 days holiday, flexible working, professional development support, and a pet-friendly environment.
- Other info: Enjoy a supportive culture with opportunities for career growth and employee wellbeing initiatives.
- Why this job: Make a real difference in clients' lives while shaping the future of the private client team.
- Qualifications: 4+ years in private client matters, strong communication skills, and ability to manage caseload independently.
The predicted salary is between 35000 - 50000 £ per year.
Location: Lincolnshire
Working Arrangement: Permanent homeworking available following an initial training and probationary period
Holiday: 25 days annual leave plus bank holidays
Salary: £35,000 – £50,000 depending on experience
The Opportunity
We are working with a well-established legal practice that is looking to appoint an experienced Private Client Solicitor, Chartered Legal Executive or Senior Paralegal to join its growing private client team. The successful candidate will take responsibility for a varied caseload, with a particular focus on probate, complex Wills and estate planning. You will be expected to manage matters independently from initial instruction through to completion, while working collaboratively with colleagues across the department. There will also be opportunities to contribute to the continued development and growth of the private client team, including supporting business development initiatives and helping shape the future direction of the department.
Key Areas of Work
- Advising clients and preparing documentation across a broad range of private client matters, including:
- Complex and bespoke Wills
- Probate and estate administration
- Powers of Attorney
- Court of Protection matters
- Trusts
- Estate and succession planning
- Inheritance Tax and wealth planning
- Related private client advice
About You
To be considered, you should have at least 4 years' experience handling a broad range of private client matters, with demonstrable experience of managing probate, trusts and complex Wills from start to finish with minimal supervision. You will ideally be:
- An experienced Private Client Solicitor, Chartered Legal Executive or Senior Paralegal
- Confident managing your own caseload independently
- Technically strong across probate, Wills and estate planning
- Comfortable using case management and legal IT systems
- Client-focused with excellent communication and interpersonal skills
- Able to work effectively both independently and as part of a wider team
- Commercially aware and willing to contribute to business development
- Organised, proactive and committed to delivering a high standard of client service
What’s on Offer
- 25 days annual leave plus bank holidays
- Potential for permanent homeworking following probation and training
- Flexible working arrangements
- Opportunities to accrue additional annual leave
- Pension scheme
- Support for ongoing training and professional development
- Funding towards relevant external courses and qualifications
- Practising certificate fees covered where applicable
- Christmas office closure
- Staff discounts and rewards
- Employee wellbeing initiatives and social events
- Long-service recognition
- Pet-friendly working environment
- On-site parking
Private Client Solicitor / Chartered Legal Executive / Senior Paralegal in Lincolnshire employer: Simpson Judge
Simpson Judge is an excellent employer, offering a supportive and friendly work culture that prioritises employee growth and development. Located in Birkenhead, the role of Purchase Ledger Clerk not only provides competitive salary options but also fosters a collaborative environment where team members can thrive and enhance their skills in finance.
