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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