JOB TITLE: PARALEGAL - PRIVATE CLIENT
SALARY: £23,000 - £24,000
HOURS OF EMPLOYMENT: 9am - 5:30pm Monday to Friday
BENEFITS: excellent additional benefits
Main Purpose of the role:
We are seeking a Private Client Paralegal to join our well-established, highly reputable, and successful department. Do you have experience in Probate, Wills, and Estate Planning? Or are you a paralegal seeking to advance your career in private client services? If so, we invite you to submit your CV. This role offers an excellent opportunity to become part of a distinguished team providing comprehensive estate planning services, including:
- Wills and Will reviews
- Lasting Powers of Attorney
- Appointment of Executors and Guardians
- Discretionary Trusts
- Court Protection
- Inheritance Tax Planning
- Trusts
- Probate and Estate Administration
- Inheritance and Will disputes
Main Duties and Responsibilities for the Paralegal role:
- Providing Paralegal support to the team.
- Dealing with Wills, general legal correspondence and assisting with the administration of Estates
- Proof-read all documentation and make any amendments before being handed to the Solicitor
- Extensive client liaison - dealing with general queries via the telephone on behalf of the Solicitors, taking accurate telephone messages and, where possible, acting thereon
- Diary Management
- Ensure all information on the database is completed and accurate
- Preparation of documents, including Court Bundles for Solicitors and Counsel
- Diary management - ensure all appointments are diarised, and the Partner does not miss any dates deadlines or tasks
- Responsible for closing, archiving and retrieval of files
- Having direct client contact via telephone, email and face to face
- Ensure all relevant documents and enclosures are attached to the correct file before posting
- Working under pressure to meet tight deadlines
- At all times, comply with all relevant legislation and regulations as directed by the firm (e.g. client confidentiality, anti-money laundering, Solicitors' Regulation Authority and The Law Society rules, Solicitors' Accounts Rules, Data Protection Act, etc.)
- Ensuring departmental systems and firm-wide procedures are followed.
Person Specification required for the Paralegal role:
- Private client experience is preferred, but other areas would also be considered.
- Strong admin skills
- Attention to detail
- Calm under pressure
- Organised
- Articulate
- Excellent working knowledge of Microsoft Office
- Ability to work under pressure to set deadlines
- Willingness to work well as part of a busy, friendly team
- Have an excellent telephone manner
- If you are a Legal Secretary, Team Assistant or Paralegal with Wills, Tax, Trust and Probate, reside in Bedford, Milton Keynes, Leighton Buzzard, Newport Pagnell, Hanslope, Woburn Sands, Woburn, Cranfield, Newton Longville, Milton Bryant, we would welcome your Cv.
Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities or requirements.