Job Description
Our client is looking for a Private Client Paralegal
Client Details
This opportunity is with a well-established professional services firm within the legal industry. The organisation is medium-sized and is known for its expertise in delivering high-quality services to its clients.
Description
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Assist solicitors in managing a caseload of private client matters from instruction through to completion.
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Draft legal documents, including wills, LPAs, trust deeds, and estate administration papers.
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Prepare inheritance tax forms and applications for grants of probate and letters of administration.
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Conduct legal research and liaise with HMRC, the Probate Registry, and other third parties.
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Maintain accurate file management and compliance with firm procedures and regulatory requirements.
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Communicate effectively with clients, beneficiaries, executors, and other stakeholders.
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Arrange client meetings, attend note-taking, and assist with file opening and billing processes.
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Support with the administration of trusts and estates, including asset collection, valuation, and distribution.
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Contribute to business development activities and maintain client relationships.
Profile
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Previous experience working in a Private Client department (essential).
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Strong knowledge of wills, probate, LPAs, and trusts (essential).
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Excellent written and verbal communication skills.
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Highly organised with the ability to prioritise and manage multiple files.
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Competent IT skills, including familiarity with case management systems and Microsoft Office.
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Ability to work independently and as part of a team.
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Professional, empathetic, and client-focused approach.
Job Offer
- Competitive salary ranging from 30,000 to 45,000
- Permanent contract with opportunities for professional growth.
