Private Client Paralegal

CRA Consulting; Burscough; Hybrid; GBP 27,000; Full time

Job summary

CRA Consulting is seeking a Private Client Paralegal to join a reputable firm with remote options. This role offers a salary of up to £27,000 and focuses on drafting wills and managing client cases, ensuring all regulatory standards are met. The firm supports career development with a strong emphasis on training and excellent customer service.

Benefits

Remote working opportunities

Coaching, training, and support

Pension with up to 10% employer contributions

Annual incentive scheme

28 days holiday plus bank holidays

Discounts on various products and services

Free support for well-being

Qualifications

• Strong background in wills drafting and estate planning.
• Ability to build rapport with clients.
• Proven ability to manage your own caseload.

Responsibilities

• Drafting and taking instructions on wills and estate planning documents.
• Managing incoming cases and ensuring documentation accuracy.
• Maintaining client records and correspondence.

Skills

Attention to detail

Client communication

Customer service

Job description

Private client paralegal
Location: Remote or on site if preferred
Salary: Up to £27,000 + Bonus
Contract: Full Time, Permanent

Key features:

• Remote working opportunities
• Coaching, training and support to help you develop
• pension with up to 10% employer contributions
• annual incentive scheme
• 28 days holiday plus bank holidays (rising to 32 in line with service)
• discounts on various products and services
• free support for your mental, physical, and financial wellbeing

About the firm/role:
CRA Legal are working in partnership with a reputable and highly successful business with a national presence. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced private client professional to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues.
Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.

This is a fantastic opportunity for an experienced paralegal or will writer to join a firm who offer genuine career development and growth with no ceiling on progression. Perhaps you are in private practice and not being offered support with your training/development or can't see a clear route for progression or struggle to find that work/life balance this opportunity can offer what you are looking for.

Roles & Responsibilities

• Drafting and taking instructions on a variety of wills and associated estate planning documents
• Writing wills and managing incoming cases
• Communicate with clients over the phone, progressing each case through to completion
• Document and write wills, ensuring all documentation is legally accurate and professionally written
• Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met

About You:

• A strong background in wills drafting and or estate planning
• Ability to build rapport with your clients as well as a passion for delivering excellent customer service
• High level of attention to detail
• Confidence to lead with cases
• A proven ability to manage your own caseload and deliver to deadlines

Application Process:
To apply for this exciting opportunity, please forward your CV to this advert or contact Ross Roberts for more details on 011*********

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