Private Client Paralegal

Oculus Legal Group; Abingdon; On-site; GBP 26,000 - 32,000; Full time

Job summary

Oculus Legal Group is seeking a Private Client Paralegal to join its busy Private Client team in Abingdon. This is an excellent opportunity for an experienced professional to support fee earners with a varied caseload and play a key role in delivering high-quality client service.

The successful candidate will have Private Client experience, strong organisational skills, and a proactive approach, with a client-focused mindset and attention to detail.

Qualifications

• Previous experience within a Private Client team.
• Good understanding of Wills, Probate and Estate Administration.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent attention to detail and a proactive approach.
• Confident communication with a client-focused mindset.
• Experience using a legal case management system would be advantageous.

Responsibilities

• Support fee earners with the day-to-day management of Private Client files.
• Assist with Wills, Probate, Estate Administration, LPAs and Trusts.
• Prepare and review legal documentation.
• Liaise with clients, beneficiaries, executors, financial advisers and other third parties.
• Assist with the administration of estates and gathering relevant information and documentation.
• Conduct relevant searches and assisting with estate administration requirements.
• Provide regular updates to clients and assisting with queries.
• Maintain accurate file records and ensuring compliance procedures are followed.
• Support the team with general administrative and case management duties.

Skills

Private Client experience

Attention to detail

Organisational skills

Client communication

Legal case management

Tools

Legal case management system

Job description

Are you looking to develop your career within Private Client and join a well-established and respected law firm?

We are working with a well-respected firm who are seeking a Private Client Paralegal to join their busy and successful Private Client team. This is a fantastic opportunity for an experienced Private Client professional looking to join a supportive team and play a key role in assisting with a varied caseload.

The role will involve:

• Supporting fee earners with the day-to-day management of Private Client files
• Assisting with a range of matters including Wills, Probate, Estate Administration, LPAs and Trusts
• Preparing and reviewing legal documentation
• Liaising with clients, beneficiaries, executors, financial advisers and other third parties
• Assisting with the administration of estates and gathering relevant information and documentation
• Conducting relevant searches and assisting with estate administration requirements
• Providing regular updates to clients and assisting with queries
• Maintaining accurate file records and ensuring compliance procedures are followed
• Supporting the team with general administrative and case management duties

The ideal candidate will have:

• Previous experience within a Private Client team
• A good understanding of Private Client matters, ideally including Wills, Probate and Estate Administration
• Strong organisational skills with the ability to manage multiple priorities
• Excellent attention to detail and a proactive approach
• Confident communication skills with a client-focused mindset
• Experience using a legal case management system would be advantageous

What's on Offer

• Competitive salary of £26,000 - £32,000
• Opportunity to join a respected and established law firm
• Supportive and collaborative working environment