We are looking for a talented and motivated Private Client Paralegal to join our highly recommended Private Client team in Whitechapel.
The role offers the opportunity to support our Fee Earners in handling a diverse range of Private Client matters. The team is looking to expand, and the right candidate should have a keen interest in this area of law.
About the Probate Team
The Private Client team is based at our office in Whitechapel and consists of two Private Client Solicitors, including a Head of Private Client. The Successful candidate will be based at our Whitechapel office but may need to attend our Clapham Junction office depending on the clients requirements.
Key Responsibilities
* Assisting with the preparation of legal documents, including:
* Wills
* Lasting Powers of Attorney (LPAs)
* Trust documentation
* Deeds of Severance / Notices of Severance
* Preparing and submitting applications to the Office of the Public Guardian as well as managing the registration process and tracking progress
* Coordinating the execution of Wills and LPA’s
* Supporting with probate and estate administration matters, including:
* Drafting probate applications
* Preparing inheritance tax forms (e.g. IHT205/IHT400)
* Collating asset and liability information
* Liaising with banks, HMRC and other institutions
* Assisting with applications to the HM Courts & Tribunals Service (Probate Registry), including:
* Preparing grant applications
* Uploading documents via the online probate portal
* Liaising with clients, beneficiaries, executors, attorneys and third parties in a professional and empathetic manner
* Managing file administration, including:
* Opening and closing files
* Ensuring compliance with AML and client due diligence requirements
* Maintaining accurate and up-to-date records
* Saving all correspondence to the case management system
* Assisting fee earners with client calls including new enquiries
* Assisting fee earners client onboarding, including ID verification and initial information gathering
* Drafting routine correspondence and attendance notes
* Monitoring key dates and deadlines (e.g. LPA registrations, probate timelines, trust administration tasks)
* Post, scanning and document management
* Preparing engrossments and arranging execution of documents
* Binding and storage of Wills
Skills / Knowledge Requirements
* Minimum of 1 year experience in a Private Client role
* Ability to communicate effectively and empathetically with the firm’s client group and other professional contacts.
* Excellent written communication skills and meticulous attention to detail
* Ability to prioritise and work efficiently under pressure
* Previous paralegal or legal work experience ideally within wills, probate, trusts, or related areas
* Previous experience dealing with a case management system.
Benefits
* 25 days holiday, increasing to 28 days after 3 years’ service and 30 days after 5 years
* Birthday day off
* Bonus Scheme
* Cycle to work scheme
* Health Cashback Plan
* Length of service awards
#J-18808-Ljbffr