Private Client

Reflect Recruitment Group; Stamford; On-site; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Competitive holiday allowance

Staff discounts on fees

Income protection

Life assurance (3x salary)

Salary Exchange Pension

Employee Assistance Programme

Job summary

Reflect Recruitment Group is seeking a confident Private Client Solicitor to join the Stamford branch, with experience across wills, trusts and Powers of Attorney. You will lead a small team, support growth, and manage client relationships across the Private Client Department.

The role requires a practical, commercially minded individual who can work autonomously within a branch and travel to nearby offices as needed.

Qualifications

• Experienced in a broad range of Private Client matters, including wills and estate planning.
• Experience preparing and registering Powers of Attorney (EPAs/LPAs).
• Comfortable leading and mentoring a small team and developing the branch practice.

Responsibilities

• Provide high-quality service on wills, probate, trusts, and estate administration.
• Advise on tax planning, LPAs, EPAs, and Court of Protection matters.
• Manage a varied caseload with billing and cash-flow oversight.
• Support business development and nurture client/referrer relationships.

Skills

Qualified Solicitor

Private Client experience

Wills & Trusts

Powers of Attorney

Leadership

Business development

Microsoft Office

Driving licence

Education

Qualified Solicitor or Legal Executive

Tools

Case management systems

Microsoft Office

Job description

My client and I have an exciting opportunity for a confident, proactive and well-organised individual to join our Private Client Department. The successful candidate will have experience across a broad range of Private Client matters and will play an active role in the growth and development of the practice at branch level.

Benefits

• Competitive holiday allowance


• Staff discount on legal fees and wealth management fees


• Income protection


• Life assurance at 3 x salary


• Salary Exchange Pension Scheme


• Employee Assistance Programme

About the Candidate

My client is looking for an experienced and commercially minded Qualified Solicitor or Legal Executive with experience across mainstream Private Client matters. You will have experience preparing wills ranging from straightforward matters through to complex estate planning involving trusts, inheritance tax and capital gains tax planning, as well as preparing and registering Powers of Attorney, including EPAs and LPAs. The successful candidate will be comfortable working autonomously within a branch office while providing leadership, support and mentoring to a small team. You will have the ambition and commitment to develop the practice, nurture client relationships and identify opportunities for growth. An established following would be welcomed but is not essential.

About the Role

As a Private Client, you will provide a high-quality ongoing service to existing clients, advising on wills, probate, trusts, estate administration, tax planning, LPAs, EPAs and Court of Protection matters. You will manage a varied caseload and undertake fee-earning work accurately, in accordance with the firm’s quality, risk and compliance procedures. The role will involve providing leadership within the Private Client department, contributing to its growth through team management, service development and strategic planning. You will support the supervision, mentoring and development of junior team members, while working collaboratively with Partners and fee earners to develop new business and build client and referrer relationships. You will also contribute to the firm’s business development activities, maintain effective financial control including billing and cash-flow management, and keep fully informed of changes in law and practice to maintain and enhance your legal and technical skills.

Location

Stamford, may have to commute to Bourne and Merket Deeping offices.

Department

Private Client Department

Hours

9am – 5.15pm, Monday to Friday

Salary

Depending on experience

Skills and Attributes

• Qualified Solicitor or Legal Executive


• Experience across mainstream Private Client matters, including wills, Powers of Attorney and mental capacity issues


• Experience in tax planning and estate administration


• Understanding of the benefit and use of trusts


• Experience leading a small team


• Experience working autonomously within a branch office


• Experience supporting business development and client relationship growth


• High level of competency using Microsoft Office, including Word, PowerPoint and Excel


• STEP qualified or a desire to qualify would be desirable


• Experience advising agricultural and business clients would be desirable


• Competent in using case management systems would be desirable


• Clear understanding of confidentiality and Data Protection


• Full UK driving licence and access to a vehicle (business insurance)


• Willingness to travel to other office locations as required


• Strategic thinker


• Establish and maintain good working relationships


• Written and verbal communication skills


• Analytical


• Assertive


• Able to maintain high levels of confidentiality


• Proactive and positive attitude


• Work well under pressure and deadlines


• Team player