Please note this vacancy may close early if sufficient applications are received.
Purpose:
We have a very exciting opportunity for a qualified Senior Paralegal or Legal Executive (2-3 years PQE) to join our Private Client department on a full-time basis. The role will consist of independently running a caseload as well as assisting the Partner with complex cases. It will also involve some active participation in both practice and business development.
The successful candidate will be personable, enthusiastic, self-motivated, adaptable and have experience of all aspects of non-contentious Private Client work. Being well organised with the ability to prioritise workloads and having excellent communications skills is essential.
They will need to be able to work particularly well in a close knit and highly motivated team and be willing to contribute toward departmental initiatives and activities.
Hybrid working
This role would be based in our Bristol or Cardiff office, with a combination of home and office working (typically working 2 days in the Bristol city centre and/or Cardiff office and 3 days from home). You would therefore need the infrastructure in place to work from home and will be provided with a company laptop.
Duties/Responsibilities:
Advising clients on all aspects of Private Client matters including, but not limited to:
* Wills including providing appropriate tax and estate planning advice;
* Administering estates including taxable and non-taxable estates and applying appropriate tax reliefs and providing advice regarding post-death planning;
* The creation and registration (where appropriate) of different Powers of Attorney;
* The creation and registration of different types of Trusts (including PI Compensation Trusts).
Skills/Competencies required:
* Non-contentious Private Client knowledge;
* Excellent organisational skills;
* Excellent communication skills;
* A passion for business development and a willingness to develop new ideas and working practices;
* A proactive approach to your work and a willingness and ability to use your own initiative;
* Ability to work to deadlines;
* Ability to remain calm under pressure.
Experience
Essential:
* Previous experience of running a private client caseload with limited supervision.
Desirable
* Tax and trusts knowledge and expertise.
Education:
Law Degree / Senior Paralegal experience / Qualified Legal Executive or equivalent.