Paralegal

Confidential; York and North Yorkshire; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Pension

Life cover

Enhanced maternity/paternity pay

Health cash plan

Staff discounts

Birthday day off

Cycle to work

Job summary

Confidential is seeking an Administration of Affairs Paralegal in York City Centre to join the Private Client Team. The role focuses on supporting clients' financial affairs with accuracy, discretion, and strong organisational skills.

You will process payments, monitor accounts, liaise with clients and third parties, and assist with property transactions and care funding documentation. A sensitive, client-focused approach is essential.

Qualifications

• Experience as a paralegal, legal assistant, or administrator in Private Client or related areas.
• Strong written and verbal communication skills.
• Discretion and confidentiality when dealing with clients and families.
• Excellent organisational skills and attention to detail.
• Ability to manage financial records and transactions accurately.
• Capable of prioritising tasks and working well in a team.

Responsibilities

• Support Directors with day-to-day administration of clients' financial affairs.
• Process payments for care fees, bills, and other liabilities.
• Monitor and reconcile client bank accounts and maintain records.
• Liaise with clients, families, care providers, and third parties.
• Prepare documents for tax returns, care funding assessments, and related admin.
• Assist with property transactions and liaise with estate agents and professionals.
• Attend client meetings and prepare attendance notes or follow-up.

Skills

Paralegal experience

Excellent communication

Confidential handling

Organisational skills

Financial record keeping

Team collaboration

Job description

Administration of Affairs Paralegal

• Location: York City Centre
• Job Type: Full-time
• Annual salary: Competitive in line with market rate
• Working Hours: Monday to Friday 9-5.30pm

We are seeking a capable, organised, and compassionate Administration of Affairs Paralegal to join our Client's Private Client Team. This role is ideal for someone with a keen attention to detail, excellent communication skills, and a genuine interest in supporting vulnerable clients and their families.

Day-to-day of the role

• Assist the Directors with the day-to-day administration and management of clients' financial affairs.
• Process payments for care fees, household bills, utilities, and other liabilities.
• Monitor client bank accounts, reconcile transactions, and maintain accurate financial records and schedules.
• Liaise with clients, family members, care providers, financial institutions, estate agents, and other third parties.
• Support the preparation of documentation connected with tax returns, care funding assessments, benefit applications, and related financial administration.
• Assist with the sale and purchase of properties, including liaising with estate agents and other professionals on behalf of the Directors.
• Attend client meetings where appropriate, preparing attendance notes or follow-up correspondence.
• Assist with onboarding new administration of affairs clients.
• Maintain accurate client files, diarise key dates, and ensure compliance with internal procedures.
• Respond to queries from clients, family members, care providers, and professional contacts in a sensitive and professional manner.
• Ensure all file management, record keeping, and client communications are maintained to a high professional standard.

Required Skills & Qualifications

• Previous experience as a paralegal, legal assistant, legal secretary, or administrator, ideally within Private Client or a related area.
• Excellent written and verbal communication skills.
• A sensitive, professional, and confidential approach when dealing with clients and families.
• Strong organisational skills and attention to detail.
• Confidence handling financial information and maintaining accurate records.
• Ability to manage competing priorities and work effectively as part of a team.
• Proactive, practical, and client-focused approach.
• Confidence using technology and a willingness to work with new systems and AI tools where appropriate.
• High standards of client care, with empathy and understanding for clients who may be experiencing difficult circumstances.

Benefits

• Competitive salary
• Realistic targets
• Wellbeing support
• Vibrant social scene
• Comprehensive benefits package including pension, life cover, enhanced maternity and paternity pay, health cash plan, staff discounts, competitive holidays (plus a day off for your birthday!), and a cycle to work scheme