Private Client Lawyer
Job Description:
Experienced Private Client Lawyer
Location: Boston, Lincolnshire
Salary: Competitive, dependent on experience
Overview
A highly regarded regional law firm is seeking an experienced Private Client Lawyer to join its busy and well-established team. This role offers the opportunity to manage a diverse caseload of private client matters while contributing to the departments growth and the firms continued reputation for excellence.
The Role
The successful candidate will be confident, proactive, and well-organised, with proven expertise in a broad range of private client work, including:
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Drafting Wills, including those incorporating trusts for complex family arrangements
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Inheritance Tax and Capital Gains Tax planning
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Preparing and registering Powers of Attorney, EPAs and LPAs
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Court of Protection matters
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Administration of taxable and non-taxable estates
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Advising on and identifying trust administration requirements
You will also contribute to departmental marketing initiatives, supporting the firms profile within the community and building strong client relationships.
Key Responsibilities
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Provide an ongoing, high-quality service to existing clients
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Collaborate with partners and fee earners to develop new business
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Contribute to departmental growth and client development
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Meet agreed fee income targets
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Keep up to date with relevant legislation and best practice
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Maintain strong financial control, including billing and cash flow management
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Carry out fee-earning work in accordance with quality and risk management procedures
Person Specification
Essential
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Qualified Solicitor or Legal Executive
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Significant experience in private client law, including Wills, Powers of Attorney, estate administration, tax planning, and trusts
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Strong organisational and caseload management skills
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Excellent understanding of Money Laundering Regulations and Solicitors Account Rules
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Ability to handle sensitive matters and clients with mental capacity issues
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IT literate, including experience with case management systems
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Excellent communication skills, both written and verbal
Desirable
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STEP qualification or willingness to work towards it
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Experience with agricultural estates and/or high-net-worth clients
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Supervisory experience
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Marketing, business development, and public speaking skills
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Existing client following
Attributes
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Professional, proactive, and positive approach
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High level of integrity, empathy, and client care
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Resilient and able to work well under pressure
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Full driving licence and access to a car for inter-office travel and client meetings
Benefits
- Generous holiday entitlement
- Staff discount on legal services
- Income protection
- Life assurance (3x salary)
- Salary sacrifice pension scheme
- Employee Assistance Programme