Private Client Solicitor/Legal Executive

RGH-Global Limited; Quarrington; On-site; GBP 100,000 - 125,000; Full time

Job summary

A prominent regional law firm based in Sleaford is seeking an experienced Private Client Solicitor or Legal Executive. The role involves managing various private client matters and contributing to the firm's development. Ideal candidates will have expertise in Wills, Tax Planning, and the ability to engage with clients effectively. This role provides an excellent opportunity to grow within a supportive legal team. Competitive salary based on experience and skills.

Qualifications

• Experience in mainstream private client matters, including Wills and Tax Planning.
• Ability to manage own caseload confidently.
• Strong planning and organizational skills.

Responsibilities

• Provide ongoing service to existing clients.
• Develop new business and enhance the Private Client department.
• Manage financial control, including billing and cash flow on client matters.

Skills

Drafting Wills

Inheritance Tax planning

Capital Gains Tax planning

Court of Protection practice

Trust administration

Excellent communication

Organizational skills

Education

STEP qualified or desire to qualify

Job description

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Private Client Solicitor/Legal Executive, Sleaford

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Client:

RGH-Global Limited

Location:

Sleaford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

9aaa21cb610f

Job Views:

3

Posted:

25.08.2025

Expiry Date:

09.10.2025

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Job Description:

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

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

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