PRIVATE CLIENT SOLICITOR (PARTNER) - STAMFORD, LINCOLNSHIRE

Chattertons Solicitors & Wealth Management; Stamford; On-site; GBP 90,000 - 150,000; Full time

Job summary

Chattertons Solicitors & Wealth Management, based in Stamford, Lincolnshire, seeks a Private Client Solicitor at Partner level to lead our Private Client practice. The role covers wills, probate, trusts, estate administration, and inheritance tax planning for agricultural and business clients with a strong emphasis on client service and business development.

The successful candidate will lead, mentor and shape the team, contribute to strategy and develop existing clients while building new

Qualifications

• Experience advising on succession and inheritance tax planning for agricultural and business clients.
• Experience in preparing complex wills and Lasting Powers of Attorney.
• Administration of complex and taxable estates.
• Proficiency in MS Word/Excel/PowerPoint.
• Full UK driving licence and willingness to travel.

Responsibilities

• Provide high-quality service on wills, probate, trusts, and estate administration.
• Generate fee income and meet targets while following firm procedures.
• Develop new business and maintain client/referrer relationships.
• Mentor junior team members and support workflow management.
• Maintain financial control, billing and cash flow.

Skills

Private Client experience

Wills and trusts

Inheritance tax planning

Team leadership

Business development

Education

Qualified Solicitor/Legal Executive

STEP qualification desirable

Tools

Microsoft Office

Job description

Private Client Solicitor (Partner) - Stamford, 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 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

Essential Experience

• 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.

Desirable Experience

• STEP Qualified or desire to qualify.
• 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.

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