Job Description

Experienced Private Client Solicitor or Legal Executive
Location: Sleaford, Lincolnshire
Salary: Competitive, dependent on experience

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 Role

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 departments Marketing Policy to promote and enhance the firms 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 firms 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