Paralegal

AFH Wealth Management; Stevenage; Hybrid; GBP 30,000 - 40,000; Part time

Job summary

A growing law firm in Stevenage is seeking a Private Client Paralegal to join their team on a part-time basis. The role involves handling wills and probate, preparing legal documents, and ensuring compliance with legislation. Ideal candidates will have experience in private client services, excellent communication skills, and the ability to work independently. The firm offers flexible working hours and a range of benefits, including a pension scheme and professional development opportunities.

Benefits

Flexible working & holidays

Social perks

Pension

Bonus scheme

Health and wellbeing

Professional development

Shopping discounts

Qualifications

• Experience working in a legal setting focused on private client services.
• Ability to manage and prioritize multiple deadlines.

Responsibilities

• Open files ensuring compliance with legislation.
• Prepare legal statements and maintain communication with clients.
• Liaise with financial organizations and ensure timely billing.

Skills

Experience of working in wills and probate as a paralegal

Understanding of the probate process

Excellent client care and communication skills

Ability to work independently

Excellent attention to detail

Tools

Case management systems

Job description

Private Client Paralegal (Part-Time)

We have an exciting opportunity for an experienced Private Client Paralegal to join an expanding Private Client Law firm, on a part‑time basis. We are ideally looking for someone to join us on a part time basis of 3 days a week. This is a permanent opportunity.

Adviser Legal is growing law firm based in Stevenage. We are a part of a large well‑established wealth management company, and we understand that a company is only as good as its people and that employees should be rewarded and supported for working hard. You will be an important factor on how the role is shaped going forward.

Paralegal

The purpose of this role is to provide support to solicitors offering Private Client services. The work will include obtaining Grants of Probate and dealing with Estate administration, simple Will drafting and drafting of Lasting Powers of Attorney with a particular focus on Probate work.

As our Paralegal, you will be responsible for:

• Open files ensuring compliance with legislation
• Obtain all relevant documents
• Enter data onto case management system
• Prepare legal statements
• Liaise with clients and keep clients updated on progress
• Liaise with financial organisations
• Liaise with HMRC and the Probate Registry
• Work in a timely manner ensuring deadlines are achieved
• Ensure accurate and timely billing of all files
• Maintain legal knowledge

What we are looking for in our ideal Paralegal:

• Experience of working in wills and probate as a paralegal
• Understanding of the probate process
• Ability to work independently
• Excellent client care and communication skills
• Ability to prioritise different deadlines and work loads
• Excellent attention to detail
• Understanding of case management systems

Benefits And Perks

• Flexible working & holidays – Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks – To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension – We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme – All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing – The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development – We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts – Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go‑to supermarkets, as well as access to free online training courses.