Paralegal - Private Client
Application Deadline: 21 June 2025
Department: Shakespeare Martineau - Wealth - Private Client - Private Client - 1302
Employment Type: Permanent - Full Time
Location: Birmingham
Reporting To: Verity Kirby
Description
* Private Client Paralegal
* Hybrid working
* Competitive salary and excellent benefits
* Exciting range of client work and team support
* long term progression opportunity within a well respected and busy team
Our Private Client team has a fantastic opportunity for a talented Private Client Paralegal to provide proactive and professional support to our lawyers. Our experienced and approachable team works with families and professional advisers across the country.
They are a sociable, friendly team – busy and hardworking, while ensuring a good work/life balance.
The work is varied and rewarding, with a good degree of autonomy and encouragement to develop.
What you will be doing:
Under supervision you will deal with:
* assisting partners and solicitors to produce high quality legal services to clients on a broad range of private client work
* assisting with probate and estate administration, lasting powers of attorney, affairs, wills & tax and trusts matters, running your own cases where appropriate
* attending client meetings
* supporting partners and solicitors with the running of their caseloads
* adhering to strict deadlines at all times
* Using case management programmes to run cases
* Liaising with clients (taking messages, arranging meetings etc.), so you should demonstrate professionalism, diplomacy and sensitivity in all your communications.
* Liaising with other professionals; e.g. financial advisers and accountants
* Legal research
You will develop your experience in these areas and, in time, handle your own cases.
This is a busy role, with deadlines to manage and competing priorities, so you will be required to work quickly, accurately and efficiently and remain calm under pressure. You will be expected to think ahead to meet the needs of our lawyers and clients. You may also be involved in other activities as required, including helping others team members during busy periods, and to cover absences from work.
The role may include travel to visit clients in the local area and while a hybrid role based from out Birmingham hub, office attendance will be required 2/3 days per week.
What you will need:
As an experienced Private Client Paralegal role you will have a caring nature, seeing this role as more than a ‘job’, taking your responsibilities to our clients very seriously, whether the task is big or small. When it comes to individuals’ lives, every detail matters, so you will be someone who considers the wider implications of what you do, and who likes to go the extra mile.
You will be personable, approachable and with a genuine interest in dealing with individuals and their families.
This role involves some basic accountancy skills for reconciling client accounts, so good numeracy skills and a competent knowledge of Microsoft Excel is important.
You will also need strong written and oral communication skills, being able to adapt your style to communicate effectively with a wide range of clients and fellow professionals alike.
You will be exceptionally organised and used to working efficiently and accurately, in a busy and varied role. You pride yourself on your professionalism, with a personal touch and a high standard of honesty and integrity.
We are open to candidates from a variety of backgrounds. What is important is your attitude, personality fit and interest/knowledge in private client work. Training will be provided to enable you to succeed in this role and make a real difference to the lives of our clients.
Benefits, Agile Working and Additional information
We embrace agile working and offer a blended approach to where and how we work.
We appreciate that people have different needs and preferences and we’re keen to be flexible, after all, we value what you do, not where you do it.
We have hubs in Birmingham, Bristol, Edinburgh, Leicester, London, Milton Keynes, Nottingham, Solihull, Southampton, Stratford-upon-Avon, Lincoln and Sheffield. This role is being recruited on a hybrid basis from our Birmingham hub, with the requirement to be in the office 2/3 days per week.
Want to find out more about our amazing benefits?
Additional information:
Please be aware, for some vacancies, where we receive high numbers of applications we may need to bring the close date forward.
Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.
Equal opportunities
Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs.
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