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Trust and estate practitioner/paralegal - private client

Birmingham (West Midlands)
Mills & Reeve LLP
Paralegal
Posted: 23h ago
Offer description

Trust and Estate Practitioner/Paralegal - Private Client (0303)

We are hiring an experienced Trust & Estate Practitioner/Paralegal to join our growing team in Birmingham. If you're looking for a new opportunity to be part of an established team, we would love to hear from you!


The Role

Working within the Private Client National Service Line in the Birmingham office, this role will be responsible for document production, particularly of Wills, trusts, Lasting Powers of Attorney, and estate administrations. Specific responsibilities include:

* Preparing Wills, trusts, Lasting Powers of Attorney, and associated documentation and covering letters based on instructions from solicitors in the team.
* Administering estates, including managing files through the process, collating estate information, applying for Probate, completing HMRC reporting for IHT and income tax, collecting estate assets, distributing to beneficiaries, and preparing estate accounts.
* Managing day-to-day contact with clients as required.


The Person

* Minimum of 5 years relevant experience within a private client practice.
* Strong IT skills and good written English.
* Ability to build strong working relationships with partners, clients, and intermediaries.
* Ability to work productively under pressure and meet deadlines.
* Effective prioritization skills.
* Enthusiastic team player willing to take on challenges.
* Excellent attention to detail.

We reserve the right to close this vacancy early if sufficient applications are received. Interested candidates are encouraged to apply promptly.


The Benefits

We offer a competitive salary and a wide range of benefits. Click here to learn more about our core benefits.

If offered a role, comprehensive pre-employment screening will be conducted, including a basic DBS check, right to work verification, employment history, and a character assessment. Full details are available upon request.


The Firm

Mills & Reeve is committed to achieving more for clients, their businesses, and communities. Our team of over 1,250 staff and 750 lawyers shares a vision of delivering exceptional service and tailored advice. We value continuous learning and development, and are ranked among the top UK law firms. Our mantra is “Achieve more. Together.” and we are proud to be recognized as a great place to work, including ranking in The Sunday Times Best Places to Work and achieving Platinum Investors in People status.


Our Commitment

We celebrate diverse perspectives and ideas, providing a supportive and inclusive environment. Flexible working arrangements are considered to promote work-life balance. We encourage employees to request workplace adjustments and will support these efforts.

Trust and Estate Practitioner/Paralegal - Private Client

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