Paralegal – Private Clients
Our client is an expanding and professional Legal firm and they are seeking a motivated and detail-oriented Paralegal to join their Private Client department.
You will be responsible for proactively assisting the team with a high-volume caseload, dealing directly with client queries daily and assisting the team on all matters on a day-to-day basis. Matters are often for prestigious housebuilders, to investors with large portfolios.
Key Responsibilities
- Drafting Wills and Lasting Powers of Attorney (LPAs), including the registration of LPAs and Enduring Powers of Attorney (EPAs).
- Assisting with estate administration matters, including liaising with banks, utility providers, and other relevant institutions.
- Handling initial client enquiries, client onboarding, and opening and closing matter files.
- Maintaining and organising client files (both paper and digital) in accordance with firm procedures, compliance obligations, and regulatory requirements.
- Providing case management and administrative support to fee earners and partners on a day-to-day basis.
- Ensuring accurate and timely billing in line with financial processes and targets.
- Staying up to date with changes in law and practice relevant to private client work.
- Assisting with all administrative tasks as required by the team, including filing and scanning.
- Preparing client correspondence and legal documents under supervision.
- Supporting team diary management and general document preparation.
Skills & Experience
- A genuine interest in Private Client law (Wills, probate, trusts, LPAs).
- Previous experience in a similar role is desirable but not essential.
- Strong research, drafting, and administrative skills.
- Highly organised, detail-oriented, and proactive.
- Excellent interpersonal and client care skills.
- Competent IT skills, including experience with case management systems and Microsoft Office (desirable).
- Ability to handle confidential and sensitive information with discretion.
- Excellent written communication skills.
- Flexible attitude to work such as a willingness to act appropriately to meet unexpected demands, including the ability to prioritise own work under pressure.
£T.B.C
Walton on Thames Area.