Due to ongoing expansion, my client is currently looking to recruit a Private Client Paralegal for their expanding Stamford, Lincolnshire Office.
Ensure all your application information is up to date and in order before applying for this opportunity.
Responsibilities
* Assisting with all aspects of probate work, including drafting, estate administration, tax planning, and Powers of Attorney.
* Supporting the team on trusts matters, including lifetime and will trusts, draft administration, and taxation issues.
* Managing a caseload under supervision, ensuring tasks are completed efficiently and accurately.
* Preparing documents and correspondence for client meetings and case progression.
* Maintaining accurate and up-to-date client files and records in line with firm procedures.
* Communicating effectively with clients, colleagues, and third parties.
Experience
* Previous experience in private client work, ideally covering wills, trusts, and probate.
* Ability to manage a workload and meet deadlines with limited supervision.
* Direct contact with clients, both face to face and over the phone.
* Good knowledge of law relevant to wills, trusts, and probate.
* Familiarity with relevant statutory duties and compliance requirements.
* Strong verbal and written communication skills.
* Good organisational and file management skills.
* Competent in Microsoft Word and Outlook.
Should you have any questions or wish to apply please contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
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