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Paralegal: private client

Walton-on-Thames
Skillframe
Paralegal
Posted: 8 December
Offer description

Paralegal – Private Clients

Our client is an expanding and professional Legal firm and they are seeking a motivated and detail-oriented Paralegal to join their Private Client department.

You will be responsible for proactively assisting the team with a high-volume caseload, dealing directly with client queries daily and assisting the team on all matters on a day-to-day basis. Matters are often for prestigious housebuilders, to investors with large portfolios.


Key Responsibilities

* Drafting Wills and Lasting Powers of Attorney (LPAs), including the registration of LPAs and Enduring Powers of Attorney (EPAs).
* Assisting with estate administration matters, including liaising with banks, utility providers, and other relevant institutions.
* Handling initial client enquiries, client onboarding, and opening and closing matter files.
* Maintaining and organising client files (both paper and digital) in accordance with firm procedures, compliance obligations, and regulatory requirements.
* Providing case management and administrative support to fee earners and partners on a day-to-day basis.
* Ensuring accurate and timely billing in line with financial processes and targets.
* Staying up to date with changes in law and practice relevant to private client work.
* Assisting with all administrative tasks as required by the team, including filing and scanning.
* Preparing client correspondence and legal documents under supervision.
* Supporting team diary management and general document preparation.


Skills & Experience

* A genuine interest in Private Client law (Wills, probate, trusts, LPAs).
* Previous experience in a similar role is desirable but not essential.
* Strong research, drafting, and administrative skills.
* Highly organised, detail-oriented, and proactive.
* Excellent interpersonal and client care skills.
* Competent IT skills, including experience with case management systems and Microsoft Office (desirable).
* Ability to handle confidential and sensitive information with discretion.
* Excellent written communication skills.
* Flexible attitude to work such as a willingness to act appropriately to meet unexpected demands, including the ability to prioritise own work under pressure.

£T.B.C

Walton on Thames Area.

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