Private Client Lawyer

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:

Drafting Wills, including those incorporating trusts for complex family arrangements

Inheritance Tax and Capital Gains Tax planning

Preparing and registering Powers of Attorney, EPAs and LPAs

Court of Protection matters

Administration of taxable and non-taxable estates

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

Provide an ongoing, high-quality service to existing clients

Collaborate with partners and fee earners to develop new business

Contribute to departmental growth and client development

Meet agreed fee income targets

Keep up to date with relevant legislation and best practice

Maintain strong financial control, including billing and cash flow management

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

Person Specification

Essential

Qualified Solicitor or Legal Executive

Significant experience in private client law, including Wills, Powers of Attorney, estate administration, tax planning, and trusts

Strong organisational and caseload management skills

Excellent understanding of Money Laundering Regulations and Solicitors Account Rules

Ability to handle sensitive matters and clients with mental capacity issues

IT literate, including experience with case management systems

Excellent communication skills, both written and verbal

Desirable

STEP qualification or willingness to work towards it

Experience with agricultural estates and/or high-net-worth clients

Supervisory experience

Marketing, business development, and public speaking skills

Existing client following

Attributes

Professional, proactive, and positive approach

High level of integrity, empathy, and client care

Resilient and able to work well under pressure

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