Private Client Solicitor (Partner) - Stamford, Lincolnshire

Chattertons Group; Stamford; Presencial; GBP 120.000 - 200.000; Jornada completa

Descripción de la vacante

Chattertons Group in Stamford is seeking a confident, proactive Partner-level Private Client Solicitor to lead high‑level wills, estate administration, trusts and tax planning for private clients, including agricultural and business clients.

You will mentor a team, contribute to strategic direction, develop client relationships, and drive business development across the Private Client practice, with regular travel to Bourne, Market Deeping and other offices as required.

Formación

• Experience in succession and inheritance tax planning for agricultural and business clients.

Responsabilidades

• Provide a high-quality, ongoing service to existing Private Client clients, advising on wills, probate, trusts, estate administration, succession and tax planning, including for HNW clients, agricultural clients and business owners.
• 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.
• Play an active role in the development and enhancement of the Private Client department, including contributing to strategy, service delivery and team growth.
• Support the 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.

Conocimientos

Wills & trusts

Estate planning

Tax planning

Business development

Team mentoring

Client relationship

Educación

Qualified Solicitor/Legal Executive

STEP Qualified or desire to qualify

Herramientas

Microsoft Office

Descripción del empleo

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 complex wills, succession and inheritance tax planning for individuals and agricultural and business clients, the administration of taxable and complex estates and creation of trusts.

The role will require a strong attention to detail, excellent organisational skills, and the ability to manage a varied workload effectively.

In addition, we are seeking an experienced individual who is keen to play a key role in the growth and development of the Private Client practice. The successful candidate will be happy to help build and mentor a team, contribute to the strategic direction of the department, and take an active role in business development, including developing existing client relationships, networking, and generating new work. A following is welcome but not essential; a commercial mindset and genuine enthusiasm for growing the practice are more important.

Location:Based primarily at our Stamford office, with regular travel to our Bourne and Market Deeping offices, and occasional travel to other office locations as required.
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, succession and tax planning, including for HNW clients, agricultural clients and business owners.
• 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.
• Play an active role in the development and enhancement of the Private Client department, including contributing to strategy, service delivery and team growth.
• Support the 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

• Qualified Solicitor/Legal Executive
• Experience in providing advice in respect of succession and inheritance tax planning for agricultural and business clients.
• Experienced in preparation of complex wills, Lasting Powers of Attorney, the creation of trusts and administration of complex and taxable estates.
• 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.
• STEP Qualified or desire to qualify.
• Clear understanding of confidentially/Data Protection.
• 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.

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