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Open nowFirst seen 3 days ago

Private Client Solicitor

RGH-Global Limited607 open roles

Where
Lincoln, United Kingdom
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Your applicationOpen nowPrivate Client SolicitorRGH-Global Limited · Lincoln, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

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

Benefits

  • Generous holiday entitlement
  • Staff discount on legal services
  • Income protection
  • Life assurance (3x salary)
  • Salary sacrifice pension scheme
  • Employee Assistance Programme



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