Private Client Paralegal

JS Legal Recruitment Ltd; Essex; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Pension

Parking

Monday to Friday 9am - 5pm

22 days annual leave

Bank Holidays and Christmas closure

Job summary

JS Legal Recruitment Ltd is working with a multi-office firm of solicitors to hire a Private Client Paralegal for their busy Private Client Department.

The role involves handling Wills, Lasting Powers of Attorney, HMRC Inheritance Tax forms, Court of Protection, Probate and the Administration of Estates and Trusts, plus tax planning and estate planning.

Qualifications

• Minimum of 1 year of Private Client Paralegal experience.
• Experience handling a broad caseload of Private Client matters.
• Excellent organisational skills.
• Working knowledge of case management systems and Microsoft Office.
• Strong team player and ability to work on own initiative.
• An excellent listener with a sympathetic ear.

Responsibilities

• Assist with a varied caseload of Private Client matters.
• Draft documents including Wills, Lasting Powers of Attorney, and HMRC Inheritance Tax forms.
• Court of Protection, Probate and the Administration of Estates and Trusts.
• Tax Planning, IHT matters, Estate Planning, Trusts.
• Elderly client matters.
• Costing the Court of Protection files.
• Preparing Estate Accounts.
• Dealing with client queries.

Skills

Private Client Paralegal

Wills and Estates

Tax Planning

Deputyship

LPAs

Case management system

Microsoft Office

Tools

Case management system

Microsoft Office

Job description

Private Client Paralegal

JS legal Recruitment is working with a multi office firm of Solicitors , who is looking for a talented Private Client Paralegal to join their busy Private Client Department.

If you're a Private Client Paralegal with experience in Wills, Trusts, Estates, Tax planning, Deputyship and LPAs, IHT matters, then we would like to hear from you.

The Role

• You will assist with a varied caseload of Private Client Matters.
• To include drafting legal documents, including Wills, Lasting Powers of Attorney, and HMRC Inheritance Tax forms
• Court of Protection, Probate and the Administration of Estates and Trusts.
• Tax Planning, IHT matters, Estate Planning, Trusts
• Elderly client matters
• Costing the court of protection files
• Preparing Estate Accounts
• Dealing with client queries

The candidate

• The successful candidate will ideally possess a minimum of 1 year of Private Client Paralegal experience
• Experience dealing with a broad caseload of Private Client matters
• Excellent organisational skills
• Working knowledge of case management systems and Microsoft Office Applications
• A strong team player
• Able to work on your own initiative
• An excellent listener with a sympathetic ear
• Long-term career progression
• A friendly and supportive working environment

Benefits

• Pension
• Parking
• Monday to Friday 9am - 5pm
• 22 days annual leave, plus Bank Holidays and Christmas closure
• Friendly working atmosphere