Trust and Estate Practitioner/Paralegal - Private Client
Join to apply for the Trust and Estate Practitioner/Paralegal - Private Client role at Mills & Reeve
Trust and Estate Practitioner/Paralegal - Private Client
1 day ago Be among the first 25 applicants
Join to apply for the Trust and Estate Practitioner/Paralegal - Private Client role at Mills & Reeve
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 then we would love to hear from you!
The Role
Responsibilities
Working within the Private Client National Service Line in the Birmingham office, this role will be responsible for a mixture of document production, in particular of Wills, trusts and Lasting Powers of Attorney and in estate administrations. Specifics of these are shown below:
* Preparing Will, trusts, Lasting Powers of Attorney and associated documentation and covering letters on the basis of instructions taken by solicitors in the team.
* Administration of estates to include managing a file through the process to include collating estate information, making applications for Probate and completing required HMRC reporting for IHT and income tax, collecting in assets of the estate and distributing to beneficiaries and preparation of estate accounts:
* Managing day to day contact with clients as required.
The Person
* STEP qualification
* 5+ years relevant experience within in a private client practice
* Strong IT skills and good written English
* Ability to build strong working relationships with a range of people, including Partners, clients and intermediaries
* Ability to work productively under pressure and meet deadlines
* Ability to prioritise work effectively
* Good team player who is keen, enthusiastic and willing to take on challenges
* Excellent attention to detail
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
The Benefits
As you'd expect, we offer a competitive salary and a wide range of benefits. Click here to find out more about our core benefit offering.
Pre employment screening
If we offer you a role, we will conduct comprehensive pre-employment screening. This screening will include, but is not limited to, a basic DBS, verification of your right to work, a three year employment history and a self-declaration to assess your character and suitability for the role. Full details of our pre-screening employment process are available upon request.
The firm
Mills & Reeve is centred on achieving more for clients, their businesses and the wider communities we serve. Our clients and their industries benefit from our knowledge and learning, and receive consistent experiences with no surprises. We tell them what they need to know when they need to know it.
We build personal relationships, with advice individually tailored to individual need. And if clients need things we don't offer, we draw on our network to give recommendations. Our 1,250 plus people and over 750 lawyers share one vision – achieving more for clients.
By joining Mills & Reeve, you'll have the chance to build your skills and experience within a firm that's not only ranked in the top 50 UK law firms, but also one that truly values their people. Our mantra is “Achieve more. Together.”, which we feel embodies our purpose and is more than just a catchphrase! We're also ranked in the Sunday Times Best Places to Work list, and were recently awarded Platinum Investors in People.
and finally
Everyone at Mills & Reeve brings a unique perspective and ideas to the team and we do everything we can to help each person to thrive. We're committed to providing an inclusive and supportive working environment, are happy to consider flexible working arrangements, and want to achieve the right balance for both our people and the firm. We encourage everyone to ask if they feel they need any workplace adjustments, and will do our best to support with these.
To find out more about our diversity and inclusion work, visit our website .
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Health Care Provider
* Industries
Law Practice
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