Paralegal

2i Recruit Ltd; Camberley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A professional client is seeking a Paralegal in Camberley to manage private client matters. The role involves day-to-day administration of probate files, client onboarding support, and drafting legal documents. Successful candidates will have private client experience and strong organizational skills.

Qualifications

• Experience as a Private Client paralegal within a law firm is essential.
• Solid understanding of private client procedures (Wills, Trusts, Probate).
• Ability to effectively engage with clients and stakeholders.

Responsibilities

• Manage day-to-day administration of probate files including cheques and payments.
• Support client onboarding with due diligence and compliance tasks.
• Draft legal documents such as Wills and Court of Protection applications.

Skills

Communication Skills

Organisational Skills

Proactive Attitude

Education

Relevant legal qualifications or certifications

Tools

Case management software

Microsoft Office applications

Job description

Our professional client is seeking a Paralegal to join their team in Camberley. The main purpose of this role is to assist in the management of private client matters while working closely with experienced solicitors. This hands-on position will involve various aspects of private client work, providing valuable support to the legal team.

Key Responsibilities:

• Day-to-Day Administration: Manage the day-to-day administration of probate files, including receipting cheques, processing payments, drafting letters for debt payments, and updating estate accounts.
• Client Onboarding Support: Support client onboarding by drafting opening forms, conducting due diligence, ensuring compliance with money laundering regulations, and preparing draft retainers.
• Document Drafting: Draft legal documents such as Lasting Powers of Attorney, Court of Protection application forms, Wills, Letters of Wishes, and trust documentation.

Experience and Skills Requirements

• Private Client Experience: Previous experience as a Private Client paralegal within a law firm is essential.
• Procedural Knowledge: Solid understanding of private client procedures, including Wills, Trusts, and Probate matters.
• Communication Skills: Strong written and verbal communication skills, with the ability to effectively engage with clients and stakeholders.
• Technical Proficiency: Proficient in using case management software and Microsoft Office applications.
• Organisational Skills: Excellent organisational abilities and the capacity to prioritize tasks to meet deadlines in a fast-paced environment.
• Proactive Attitude: A proactive mindset with the ability to work both independently and as part of a team.
• Legal Qualifications: Relevant legal qualifications or certifications are advantageous but not essential.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Would you like to discuss this job further?
Speak to our recruitment advisors: 01483 414719