Job Description
AJ Chambers is partnered with a well-established law firm based in Grays recruiting for a Private Client Paralegal.
Reporting to the Head of Private Client, you’ll be joining a friendly group with the opportunity to manage your own caseload. Full-time, permanent role, 9 am-5 pm Monday to Friday.
Responsibilities:
* Managing a caseload of private client matters including Wills, LPA’s and Probate
* Taking initial instructions and preparing the necessary documents (Wills, LPA and Grant of Representation)
* Attending home visits
* Preparing client care letters and terms of business
* Dealing with the administration of the estate and then applying for Letters of Administration/Grant of Probate
* Completing IHT205, IHT400, Renunciation and Power reserved forms - with knowledge of Inheritance tax
* Using Statement of Truth for proving validity of Wills
* Administration of estates including; bank accounts and discharging debts and liabilities, preparing estate and distribution accounts
* Administration of trust properties
* Liaising with Solicitors and external organisations
* Compliance will and maintaining knowledge of SRA standards and relevant legislation
Requirements:
* Minimum 3 years’ experience as paralegal dealing with wills and probate matters
* Ability to interact with Clients and staff effectively and professionally
* Knowledge of current relevant legislation and regulations covering private client matters
* Strong ability to work effectively and prioritise with competing demands
* Proven ability to work independently
* High standard of work presentation and attention to detail
* Desire to develop knowledge and skills
* Identify and resolve or escalate issues in a timely manner
For more information please apply directly or contact Jess at AJ Chambers!