Private Client Lawyer

IDEX Consulting; Lincoln; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established and respected law firm in Lincoln is looking for an experienced Private Client Lawyer to join their team. This role involves handling varied and high-quality cases, including Wills, tax planning, and client service, all within a supportive environment. The successful candidate will possess strong technical knowledge in Private Client matters and demonstrate excellent communication and organisational skills.

Benefits

Generous holiday entitlement

Staff discounts on legal services

Income protection

Life assurance (3x salary)

Salary sacrifice pension scheme

Employee Assistance Programme

Qualifications

• Experience in Private Client law essential.
• Ability to manage a varied caseload with minimal supervision.
• Confident and proactive approach to work.

Responsibilities

• Handle preparation of Wills and client matters.
• Provide high-quality service to clients.
• Collaborate with partners to develop business opportunities.

Skills

Communication

Client-focused attitude

Organisational skills

Technical knowledge

Education

Qualified Solicitor, Chartered Legal Executive

Job description

An established and well-respected law firm in the region is seeking an experienced Private Client Lawyer to join their thriving team in Lincoln. With a longstanding history of this firm offers the opportunity to work on a varied and high-quality caseload within a supportive and collaborative environment.

The Role:
As an experienced Private Client Lawyer, you will be handling a broad mix of matters including:

• Preparation of Wills, including those involving trusts for complex family and financial arrangements
• Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
• Preparation and registration of Powers of Attorney (EPAs and LPAs)
• Court of Protection applications and related work
• Administration of both taxable and non-taxable estates
• Identification and handling of trust administration requirements

Key Duties & Responsibilities:

• Provide a high-quality ongoing service to existing clients
• Collaborate with Partners and Fee Earners to develop new business opportunities
• Contribute to the development and reputation of the department
• Achieve fee income targets and performance objectives
• Stay informed and up to date with changes in law and practice relevant to Private Client work
• Maintain and enhance professional legal skills and technical knowledge
• Consistently deliver work that meets the firm's quality, compliance and risk management standards

About You:

• Qualified Solicitor, Chartered Legal Executive or equivalent experience in Private Client law
• Confident, proactive and well-organised approach to work
• Strong technical knowledge across the full range of Private Client matters
• Excellent communication skills and a client-focused attitude
• Ability to manage a varied caseload with minimal supervision

Benefits include:

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

[e-mail]
07441 341 817

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.