We are seeking an experienced and client-focused Private Client Solicitor to join a forward-thinking and reputable law firm. This is a fantastic opportunity for a qualified legal professional who is passionate about delivering exceptional private client services and wishes to further their career in a supportive and inclusive environment.

This is a permanent, full-time role based in the Lincoln area with flexible hybrid working options available.

Key Responsibilities in Private Client Legal Services

• Manage a varied caseload of private client matters, including drafting and advising on wills, trusts, probate and estate administration, tax planning, and powers of attorney.
• Provide bespoke legal advice to a diverse client base, including individuals, families, business owners, and high-net-worth clients, ensuring their objectives and interests are fully represented.
• Conduct all aspects of estate administration, including applying for grants of probate, distributing assets, preparing estate accounts, and ensuring compliance with statutory requirements.
• Advise on inheritance tax mitigation strategies, trust creation and management, and succession planning tailored to clients’ needs.
• Liaise with clients, beneficiaries, financial advisors, accountants, and other professionals to coordinate effective estate and wealth management solutions.
• Ensure consistent compliance with SRA, AML, GDPR, and firm protocols, maintaining accurate and up-to-date client records within the case management system.
• Deliver clear and empathetic communication to clients, building rapport and trust throughout what can often be a sensitive process.
• Actively contribute to team knowledge-sharing, training, and the growth of the private client department.

Essential Skills and Experience for Private Client Solicitors

• Qualified Solicitor (England & Wales) with recent experience handling private client work in a law firm setting.
• Solid technical knowledge of wills, probate, trusts, estate planning, powers of attorney, and inheritance tax matters.
• Strong analytical, drafting, and problem-solving capabilities with a meticulous and organised approach to caseload management.
• Excellent interpersonal skills, able to communicate complex legal concepts in a clear, approachable manner to clients and colleagues alike.
• Demonstrable commitment to delivering a high standard of client care and building long-term client relationships.
• Ability to work collaboratively as part of a professional, supportive team and a proactive approach to ongoing development.
• Digital literacy, including experience with legal case management systems and Microsoft Office applications.
• STEP qualification or working towards is advantageous but not essential.