Private Client Paralegal

Our client is looking for a Private Client Paralegal

Client Details

A successful firm

Description

• Assist in the preparation and drafting of wills, lasting powers of attorney, trusts, and related documentation

• Support the administration of estates from initial instructions through to final distribution, including obtaining probate

• Liaise with clients, financial institutions, and other professionals (e.g. accountants, HMRC)

• Conduct legal research on relevant legislation, case law, and best practices

• Prepare inheritance tax forms and other HMRC documentation

• Maintain accurate and up-to-date client files and records

• Attend client meetings (in person or virtually) and prepare attendance notes

• Manage deadlines and ensure compliance with internal procedures and legal regulations

• Provide general administrative support to the Private Client team

Profile

• Prior experience working in a private client department is highly desirable

• Strong written and verbal communication skills

• High level of discretion and professionalism when dealing with confidential information

• Excellent organisational skills and attention to detail

• Ability to work independently and as part of a team

• Proficiency in Microsoft Office and legal case management systems

Job Offer

A competitive salary and great working environment