Paralegal, Tax and Succession Planning

Job Description

Role: Paralegal, Tax and Succession Planning

Location: Kidderminster office

Hours: Full Time

Term: Permanent

Why join mfg?

You’ll be joining a regional law firm that enjoys a strong reputation, recognised in legal 500 as well as leading individuals in chambers which is made possible by our exceptional people. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.

The Tax and Succession Planning Team

The Tax and Succession Planning Team is a newly formed team, being led by Partner and Divisional Head, Sally Smith alongside Partner, Peter Stephens, Senior Associate, Scott Vanes and Legal Secretary, Becky Shepherd. This role will be based in the Kidderminster office with the wider team working from Worcester, Kidderminster and Ludlow offices. In addition, we also have offices in Birmingham, Bromsgrove and Telford.

The role is office based, you will be fully supported by the team upon joining in all aspects of the role and Division. This is an amazing opportunity to join a newly formed team at an exciting time when we are expanding our client base across in this niche area of expertise.

Day to day, you’ll be successful in this role if you are:

An experienced Legal Secretary or Paralegal, with knowledge of working within a Private Client team on a diverse range of Private Clients matters. You will have excellent client service and interpersonal skills, an ability to build long term relationships with clients. Be a proactive team player, have a positive can-do attitude, manage multiple tasks and committed to delivering high quality work with an eye for detail.

This is a great opportunity to join a forward-thinking Division and be part of the strategic growth in this niche area.

Key Responsibilities:

• To assist, under supervision, with the progress of wills, tax & succession matters in addition to the creation of lifetime trust matters.
• To attend client meetings with your Earner, take accurate records to prepare attendance notes.
• To prepare first drafts of documentation and letters of advice.
• To undertake legal research and present findings for your Earner’s use.
• To assist with file management, and administrative duties as required.
• To assist your Earner in progressing the client matters, advise the clients of progress where appropriate.
• To support clients on behalf of the Earner, in person or by telephone and to take accurate instructions for your Earner’s attention.
• Diary management - make appointments and maintain accurate diary entries.
• To manage filing, storage and retrieval of client’s papers and files, opening and closing of files, storage of deeds and other papers all in accordance with the mfg policies.

Salary & Benefits:

• Competitive salary aligned with market rates
• 22 days holiday (rising to 25 days upon 5 years service, four days at Christmas 2025 and statutory Bank Holidays)
• Healthcare benefit scheme
• Employee Assistance programme and wellbeing services - 24/7 helpline facility
• Discounted legal fees for staff and family members
• Death in service provision
• Auto enrolment into our Company Pension
• Annual colleague event

Other reasons to join us

• We offer a rewarding career of quality work alongside a commitment to your development. It’s a fantastic environment in which people grow!
• A supportive ‘people first’ culture, driven by wellbeing and work/life balance (it's a 35-hour week)… over 90% of our people responded in our most recent engagement survey that it’s a great place to work and they’re proud to work here.
• Committed to diversity, we aim to employ a diverse section of the community whilst our work for good causes continues to flourish. Many of our people are actively involved in CSR, Sports & Social and Health & Wellbeing groups.

For more information on what it’s like to work at mfg, please visit our recruitment page or email Head of HR, Sarah Rogers on sarah.rogers@mfgsolicitors.com to arrange a confidential call to discuss this opportunity further.

Agencies please note – we have an agreed Agency PSL in place.