Experienced Private Client Lawyer - Boston, Lincolnshire

Chattertons Solicitors; Boston; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Generous holiday entitlements

Staff discount on legal fees

Income protection

Life assurance at 3 x salary

Salary sacrifice pension scheme

Employee Assistance Programme

Job summary

Chattertons Solicitors is looking for an Experienced Private Client Lawyer to join their Boston, Lincolnshire office. The role involves providing high-quality legal services in areas such as Will preparation, estate administration, and tax planning, while developing new business opportunities. A qualified Solicitor/Legal Executive with experience in private client matters is essential. The firm offers a supportive working environment along with competitive salary and benefits, promoting a proactive and positive team culture.

Qualifications

• Qualified Solicitor with experience in private client matters.
• Proficient in Wills, Powers of Attorney, and Tax Planning.
• Good understanding of estate administration and trust benefits.

Responsibilities

• Provide ongoing service to existing clients.
• Develop new business with Partners and Fee Earners.
• Maintain up-to-date legal skills and knowledge of changes in the law.
• Perform fee earning work in line with quality and risk procedures.

Skills

Experience with high value net worth clients

Ability to manage own caseload

Strong planning and organisational skills

Understanding of Money Laundering Regulations

Marketing and business development

Education

Qualified Solicitor/Legal Executive

STEP Qualified or desire to qualify

Tools

Case management systems

Job description

Experienced Private Client Lawyer - Boston, Lincolnshire

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.

Some of the great benefits that we offer are:

• Generous holiday entitlements
• Staff discount on legal fees
• Income protection
• Life assurance at 3 x salary
• Salary sacrifice pension scheme
• Employee Assistance Programme

The role:

You will be a confident, proactive and structured individual who will be experienced in a broad range of matters, to include, but not limited to, the following:-

• Preparation of Wills, including those utilising trusts to assist with more complex family situations;
• IHT/CGT Planning;
• Preparation of Powers of Attorney to include registration of EPAs and LPAs;
• Court of Protection practice;
• Administration of taxable and non taxable estates;
• Identifying trust administration requirements.

In addition, you will work with the Department’s Marketing Policy to promote and enhance the good reputation and business of the firm.

Key Duties and Responsibilities:

• To provide an ongoing service to existing clients;
• To work with Partners and Fee Earners to develop new business;
• Develop and enhance the department;
• To produce fee income in line with targets and agreed objectives;
• To keep informed of all changes in the Law and Practice in own area of work;
• Maintain and enhance up to date legal skills;
• Financial control with particular regard to cash flow control through collection of monies on account and billing procedures;
• Perform fee earning work accurately, reliably and in accordance with the Company’s quality and risk procedures.

Hours of Work: Monday – Friday 9am – 5.15pm (36.25)
Location: Boston
Salary:Competitive depending on experience

Person Specification:

Qualifications

Qualified Solicitor/Legal Executive

STEP Qualified or desire to qualify.

Knowledge

Experienced in all mainstream private client matters to include, Wills, Powers of Attorney and mental capacity issues, Tax Planning, Estate Administration and identifying the benefit and use of Trusts.

Good computer literacy, including knowledge of case management systems.

Experience with one or more of the following:-

High value net worth clients.

Ability to supervise others.

Skills

Ability to work with confidence, managing own caseload.

Strong planning and organisational skills.

Clear understanding of Money Laundering Regulations and Solicitors Account Rules.

Ability to identify and deal with clients who may have issues with mental capacity.

Marketing and business development.

Presentation and public speaking skills.

Ability to create and nurture relationships with key clients at all levels.

Desire to provide a high quality service.

Ability to prioritise workloads and meet deadlines.

Excellent written and numeracy skills.

Attributes

Proactive and positive attitude.

Reacts well under pressure and able to work to deadlines.

High level of integrity and empathy.

Hardworking, proactive and positive attitude.

A client following.

Other

The ability to travel between Chattertons offices and attend out of office appointments therefore full driving licence and access to car

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment. This is available upon request.