Private Client Paralegal

February 20, 2024
£30000 - £30000

Job Description

Our client is looking for a Private Client Paralegal

Client Details

A leading law firm


  • Administer testate and intestate executries from initial meeting to conclusion
  • Proactively manage your own caseload and provide an excellent client service
  • Communicate with Executors and other third parties as required
  • Identify and resolve any problems experienced by our clients in a professional manner
  • Demonstrate a good working knowledge of inheritance tax exemptions and reliefs, and be able to produce inheritance tax calculations
  • Complete inheritance tax account forms
  • Prepare Executry accounts
  • Have a working knowledge of legal rights
  • Build good relationships internally and advise colleagues with different specialisms
  • Adhere to firm processes in relation to financial policies, time recording and AML compliance
  • Maintain accurate records on the firms document management system.


  • Previous experience dealing with executries is essential
  • Excellent interpersonal skills, both written and oral
  • Able to build professional relationships with clients and third parties
  • Good organisational skills and the ability to prioritise tasks
  • A high level of accuracy and strong attention to detail
  • Good working knowledge of Microsoft Office applications.
  • Previous experience of dictating is preferred.

Job Offer

A candidate with a Private Client Background