PRIVATE CLIENT SOLICITOR (PARTNER) - BOURNE OR MARKET DEEPING, LINCOLNSHIRE

Chattertons Solicitors & Wealth Management

Bourne

Hybrid

GBP 90,000 - 150,000

Full time

8 days ago

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Job summary

Chattertons Solicitors & Wealth Management in Bourne/Market Deeping seeks a Partner-level Private Client Solicitor with broad expertise in wills, trusts, and estate planning. The role involves leading the Private Client department, mentoring a small team, and driving business development across branches.

You will manage a varied caseload with autonomy, nurture client relationships, and contribute to strategic growth while maintaining high professional standards.

Qualifications

  • Qualified Solicitor/Legal Executive with experience in Wills, Powers of Attorney, and estate planning.
  • Experience leading a small team and supporting business development.
  • High proficiency in Microsoft Office.
  • Full UK driving license and willingness to travel between offices.

Responsibilities

  • Provide high-quality private client services across wills, probate, trusts, and estate administration.
  • Lead and mentor the Private Client department and support business development.
  • Develop client and referrer relationships to drive growth.
  • Manage fee income and maintain compliance with firm procedures.
  • Collaborate with Partners and fee earners to develop new business and growth opportunities.

Skills

Leadership
Business development
Client care
Team mentoring
Microsoft Office
Driving licence

Education

Qualified Solicitor/Legal Executive
STEP Qualified

Tools

Case management systems

Job description

Private Client Solicitor (Partner) - Bourne or Market Deeping, Lincolnshire

We have an exciting opportunity for a confident, proactive and well-organised individual to join our team at Partner level. The successful candidate will demonstrate experience across a broad range of Private Client matters, including the preparation of wills, from straightforward matters to complex estate planning involving trusts, inheritance tax and capital gains tax planning, and the preparation and registration of Powers of Attorney, including EPAs and LPAs.

The role will also involve the administration of both taxable and non-taxable estates and will require strong attention to detail, excellent client care skills, and the ability to manage a varied caseload effectively while delivering a high standard of service to clients.

We are looking for an experienced and commercially minded individual who is enthusiastic about driving the growth and success of the Private Client practice at branch level. The successful candidate will be comfortable working with a high degree of autonomy, while also providing leadership, support, and mentoring to a small team. They will contribute to the firm's strategic objectives and play an active role in business development by nurturing client relationships, building professional networks, and identifying opportunities for growth. An established following would be welcomed but is not essential; we are primarily seeking someone with the ambition, experience, and commitment to help expand and strengthen the practice.

Location: Bourne or Market Deeping, with flexible working between the two offices.

Department: Private Client Department

Hours: 9am – 5.15pm Monday to Friday

Salary: Depending on Experience

Key Responsibilities
  • Provide a high‑quality, ongoing service to existing Private Client clients, advising on Wills, probate, trusts, estate administration, tax planning, LPAs/EPAs and Court of Protection matters.
  • Perform fee‑earning work accurately, reliably and in accordance with the firm’s quality, risk and compliance procedures, producing fee income in line with agreed targets and objectives.
  • Work collaboratively with Partners and fee earners to develop new business, build client and referrer relationships, and support the firm’s business development activities.
  • Provide leadership and direction within the Private Client department, contributing to its ongoing growth and success through effective team management, service development, strategic planning, and the mentoring and development of colleagues.
  • Supervision, mentoring and development of junior team members, assisting with workflow management and maintaining high professional standards.
  • Maintain effective financial control, including billing, cash‑flow management and the collection of monies on account.
  • Keep fully informed of changes in law and practice, maintaining and enhancing up‑to‑date legal and technical skills.
Candidate Profile
Essential Experience
  • Qualified Solicitor/Legal Executive
  • 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.
  • Experience of leading a small team, working autonomously within a branch office, and actively supporting business development and client relationship growth.
  • High level of competency in using Microsoft Office (Word, PowerPoint, Excel).
  • Full UK driving licence, access to a vehicle with appropriate business insurance, and a willingness to travel to other office locations as required.
Desirable Experience
  • STEP Qualified or desire to qualify.
  • Experience of advising agricultural and business clients.
  • Competent in using case management systems.
  • Clear understanding of confidentially/Data Protection.
Skills, Competencies & Attributes
  • Strategic thinker with hands‑on delivery capability.
  • Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels.
  • Excellent communication skills both written and verbal.
  • Strong analytical and data‑driven decision‑making capability.
  • Able to work with diplomacy and assertiveness.
  • Discrete with the ability to maintain high levels of confidentiality.
  • Flexible and willing/able to travel to all offices
  • Proactive and positive attitude.
  • Reacts well under pressure and is able to work to deadlines.
  • High level of integrity and empathy.
  • Team player.
  • Sense of humour.
Why work at Chattertons

Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands. As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture. Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.

Benefits

Some of the great benefits that we offer include:

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.

Please refer to our privacy policy for information regarding how your personal data is processed.

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