Private Client Solicitor/Legal Executive
Location: Lincoln, Lincolnshire
Salary: Competitive, dependent on experience

Overview
A highly regarded regional law firm is seeking an experienced Private Client Solicitor or Legal Executive to join its busy and well-established team in Lincoln. This role offers the opportunity to manage a diverse caseload of private client matters while contributing to the departments growth and maintaining the firms reputation for excellence.

The Role
The successful candidate will be confident, proactive, and well-organised, with proven expertise in private client work, including:

• Drafting Wills, including those incorporating trusts for complex family situations

• Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning

• Preparing and registering Powers of Attorney, EPAs and LPAs

• Court of Protection matters

• Administration of taxable and non-taxable estates

• Identifying trust administration requirements

You will also work with the departments marketing initiatives to promote the firms reputation and build client relationships.

Key Responsibilities

• Provide high-quality service to existing clients

• Work with partners and fee earners to develop new business

• Contribute to departmental development and growth

• Achieve fee income targets

• Stay up to date with legislation and best practice in private client law

• Manage billing and cash flow effectively

• Carry out fee-earning work in line with quality and risk management procedures

Person Specification

Essential

• Qualified Solicitor or Legal Executive

• Experience across mainstream private client matters, including Wills, Powers of Attorney, mental capacity issues, tax planning, estate administration, and trusts

• Strong organisational and caseload management skills

• Knowledge of Money Laundering Regulations and Solicitors Account Rules

• IT literate, including case management systems

• Excellent communication, written, and numeracy skills

• Ability to handle sensitive client issues and maintain high professional standards

Desirable

• STEP qualification or willingness to work towards it

• Experience with agricultural estates or high-net-worth clients

• Supervisory experience

• Marketing, business development, and public speaking skills

• Existing client following

Attributes

• Professional, proactive, and positive approach

• High integrity, empathy, and client care

• Resilient under pressure and able to meet deadlines

• Full driving licence and access to a car for inter-office travel and client appointments