Ref - Private Client Solicitor – Ref 1716

Private Client Solicitor

Private Client Solicitor – Lincolnshire/Hybrid working – competitive salary & benefits.   What’s on offer: Flexible working; Benefit schemes; Healthy work-life balance; Supporting local initiatives; Positive working environment.  

The Role:

As Private Client Solicitor, you will be expected to manage your own caseload of private client files including Wills, Lasting Powers of Attorney, and Inheritance Tax Planning. In addition to handling your own caseload of files, you will be expected to provide support to other members of the team as well as play a key role in business development.

Key Responsibilities

  • Advising clients on all aspects of wills, probate, tax, and trust matters
  • Preparation of different types of wills including advising on inheritance tax planning
  • Preparation of Lasting Powers of Attorney
  • Dealing with estate administration to include preparation of papers to apply for Grant of Representation and IHT accounts using the provided software package
  • Capable of advising on trust creation and administration
  • Be prepared to travel as required to clients and our other offices
  • Following up new leads
  • Contributing to the marketing of the Legal Services team

Ideal Candidate:

  • Qualified Solicitor
  • Ability to draft documentation accurately with attention to detail
  • Must be a good communicator and able to demonstrate effective client interpersonal skills.
  • Able to act as an expert in the field and demonstrate excellent knowledge in Probate, Wills, and Trust matters.
  • Must be able to actively manage own workloads and take responsibility for own development
  • Ensuring that all client work is progressed in a timely manner and that clients are regularly informed on progress and on costs
  • Ability to work with minimal supervision
  • Must possess good IT skills to operate Office and in-house programs
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