Private Client Advisor – Wills & Trusts

Bright Hire Solutions Ltd T/A Brighthire Recruitment; East Grinstead; Presencial; GBP 28.000 - 30.000; Jornada completa

Descripción de la vacante

Bright Hire Solutions Ltd T/A Brighthire Recruitment in East Grinstead is seeking a Private Client Paralegal to join a specialist firm focused on Wills, Trusts and estate planning.

You will advise on Wills, Trusts and LPAs, draft and review documents, manage client enquiries and CRM records, and help ensure timely completion of matters. A Law degree with STEP/CILEX progress and funded STEP training are desirable.

Formación

• Excellent communication and professional client-facing skills.
• Strong organisational abilities and attention to detail.
• Empathetic, client-focused approach and reliable with deadlines.

Responsabilidades

• Advising clients on Wills, Trusts, LPAs and estate planning.
• Drafting and reviewing Wills and Lasting Powers of Attorney.
• Managing client enquiries, appointments and follow-ups.
• Ensuring legal documents are accurate and completed within deadlines.
• Supporting clients with LPA paperwork and registration.
• Maintaining accurate client records and CRM information.
• Attending client meetings and regional roadshows as required.

Conocimientos

Excellent communication

Organisational skills

Attention to detail

Empathetic client care

Educación

Law degree or equivalent

Descripción del empleo

Bright Hire Solutions Ltd T/A Brighthire Recruitment in East Grinstead is seeking a Private Client Paralegal to join a specialist firm focused on Wills, Trusts and estate planning.

You will advise on Wills, Trusts and LPAs, draft and review documents, manage client enquiries and CRM records, and help ensure timely completion of matters. A Law degree with STEP/CILEX progress and funded STEP training are desirable.