Paralegal Private Client

Eventus Recruitment Group; Kendal; Hybrid; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Remote working options

25 days holiday + bank holidays

Training academy access

Progression opportunities

Death in service cover

Job summary

Eventus Legal is seeking a Private Client Paralegal to join the Wills, Trusts and Probate team in Kendal. The role is full-time, 35 hours per week, hybrid working, with a salary of £26,000 to £30,000 depending on experience.

25 days holiday plus bank holidays and access to the firm's online training academy are included. The successful candidate will support solicitors with a varied caseload, including will drafting, lasting powers of attorney, probate applications and estate administration,

Qualifications

• Experience supporting solicitors with Wills, Trusts and Probate.
• Strong organisation and time management across a varied workload.
• Excellent written and verbal communication with clients.

Responsibilities

• Progress a varied Wills, Trusts and Probate caseload alongside fee earners from instruction to conclusion.
• Draft wills, lasting powers of attorney and probate applications.
• Monitor actions and deadlines to ensure timely completion and archiving.
• Attend client meetings and prepare documentation arising from them.
• Liaise with clients, beneficiaries, advisers and third parties; handle onboarding and due diligence.

Skills

Wills & Probate experience

Private client experience

Tools

Case management systems

Microsoft Office

Job description

Eventus Legal are seeking a Private Client Paralegal to join the Wills, Trusts and Probate team of a well-established law firm in Kendal, Cumbria. This is a full time, permanent job, working 35 hours a week paying £26,000 to £30,000 depending on experience, with hybrid working, 25 days holiday plus bank holidays and unlimited access to the firm's own online training academy. The team is busy and needs someone who can support the fee earners, and in time this is a job that could grow into a fee earner role where you would have a caseload of your own. Kendal is one of the most attractive parts of the country to be based in, and the hybrid working on offer means you are not in the office every day of the week.

About the Role

This Private Client Paralegal job is to keep a varied Wills, Trusts and Probate caseload moving, working alongside the solicitors and fee earners rather than behind them. The work spans will drafting, lasting powers of attorney, probate applications and estate administration, with real client contact from the first instruction through to file closure. It is a job with a route for progression if that is something you are interested because the firm is happy to employ someone who can support the team now and wants to take on their own matters as their experience builds over the longer term.

Key responsibilities include:

• Progressing a varied Wills, Trusts and Probate caseload alongside the fee earners, from instruction through to conclusion
• Drafting wills, lasting powers of attorney and probate applications for approval
• Monitoring key actions and deadlines so matters move through to completion, closure and archiving
• Attending client meetings and preparing the documentation that comes out of them
• Carrying out legal research and liaising with clients, beneficiaries, professional advisers and third parties
• Preparing correspondence, letters of advice and supporting documentation
• Handling new client onboarding, including identification checks, client due diligence and client care documentation
• Recording chargeable time accurately and promptly
• Keeping case management records up to date and supporting file reviews and closures

About You

You will be a Legal Assistant or Paralegal with experience supporting Solicitors with Wills, Trusts and Probate

You should also be able to demonstrate the following:

• Experience in a paralegal, legal assistant or legal support job within a private client department
• Strong organisation and time management across a varied workload
• A proactive approach, confident using initiative and sensible about when to ask for guidance
• Confidence with case management systems, Microsoft Office and digital working practices
• Consistent accuracy and close attention to detail
• Clear written and verbal communication with a professional, client focused manner
• Discretion and sound judgement when handling sensitive and confidential matters
• Empathy with clients and families dealing with bereavement and later life planning

Benefits and Rewards

This is a full time, permanent Private Client Paralegal job in Kendal with an excellent benefits package including:

• Salary of £26,000 to £30,000 depending on experience
• Full time and permanent, 35 hours a week
• Hybrid working and remote working options
• 25 days holiday plus bank holidays
• Christmas closure
• Employer pension contribution of 6%, matched by a 6% salary sacrifice
• Death in service cover at twice salary
• Paycare benefits covering optical and dental support, 24/7 GP access and online talking therapy
• Free membership of a mental health support app
• Unlimited access to the firm's online training academy
• Support with progression and professional development
• Discounts on the firm's own legal services
• Regular social and community activities

About the Law Firm

This is a firm where people stay with several of the team carry twenty, thirty and in some cases forty years of service, which says more about how the employer treats its own than a values statement could. The practice is Lexcel accredited and runs its own online training academy. Client meetings are held at the office, at the client's home or in hospital, whichever suits them best, which tells you how the private client department thinks about the people it acts for.

I’ve worked with his firm for several years now and have placed legal professionals from Legal Assistant to Head of Department and the feedback from everyone I have placed with them has always been incredibly positive. The team work well together and have an outstanding reputation in the area and beyond.

As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.