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Open nowFirst seen 5 days ago

Private Client Solicitor/Legal Executive

RGH-Global Limited607 open roles

Where
Sleaford, United Kingdom
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Your applicationOpen nowPrivate Client Solicitor/Legal ExecutiveRGH-Global Limited · Sleaford, United Kingdom

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The clock on this job

Early applications get read.

12.3% 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. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Experienced Private Client Solicitor or Legal Executive

Location: Sleaford, Lincolnshire

Salary: Competitive, dependent on experience

Overview

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



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