Private Client Paralegal

Birchall Blackburn Law; Leyland; Vor Ort; GBP 22.000 - 30.000; Vollzeit

Zusammenfassung

FQPS Academy Ltd. invites applications for a Legal Assistant within its private client team, renowned for wills, probate and Court of Protection work.

You will support Partners and fee earners across a varied caseload, including drafting wills, administering estates, and preparing estate accounts, with attention to detail and a client-first approach. You will handle correspondence, case management tasks, and confidential documents while assisting in court applications and tax planning.

Qualifikationen

• Previous legal assistant experience would be preferred.
• Have high levels of client care communication skills both written and verbal and be confident in handling calls.
• Excellent client facing skills and a client focused approach to service delivery.
• Experience in using case management software and Microsoft office tools.
• Self-motivated and able to work under pressure to strict deadlines/timescales.
• Organised with strong attention to detail.
• Full driving licence and access to a vehicle is required as the role requires regular travel to client’s properties, care homes and other locations around the North West.

Aufgaben

• Assist Partners and fee earners with their varied caseload of private client matters.
• Draft wills, administration of estates, preparation of estate accounts, drafting deeds of variation and related taxation issues.
• Court of Protection, Lasting Powers of Attorney, trusts and tax planning.
• Deliver excellent service and exceed client expectations.
• Open and close files and manage case correspondence and documents.
• Maintain professional relationships with clients, external institutions and organisations.
• Assist with probate administration and applications to the Court of Protection.

Kenntnisse

Legal assistant experience

Client care

Excellent client facing skills

Strong communication skills

Attention to detail

Organised

Full driving licence

Tools

Case management software

Microsoft Office

Jobbeschreibung

With a first class reputation within the industry for wills, probate and Court of Protection work and being a Law Society WIQS Accredited Practice, you will join a hardworking and highly experienced private client team who are dedicated to providing a high quality and understanding service to clients.

Job Summary

Assisting Partners and fee earners with their varied caseload of private client matters, ranging from drafting of wills, administration of estates, preparation of estate accounts, drafting deeds of variation and all related taxation issues, Court of Protection, Lasting Powers of Attorney, trusts and tax planning.

You will be responsible for the delivery of excellent service, which continually exceeds client expectations.

Responsibilities and Duties

Client Management

• Maintain good professional working relationships with clients, external institutions and organisations
• Attend meetings with clients where required
• Deliver legal services of outstanding quality that are focused on the client’s needs with a quick and accurate turnaround of legal documents

Technical Responsibilities

• Effectively manage and answer routine client enquiries in person and by telephone and email
• Draft correspondence, life interest trust wills, simple wills, letter of wishes, trust documents, Lasting Powers of Attorney and all associated documents, assist with simple probate administration and the preparation of Estate Accounts together with assisting in applications to the Court of Protection.
• Deliver a high quality service to clients, dealing with them on the telephone and face-to-face in client meetings.
• Responsibility, under supervision, for assisting others within the Private Client group with their matters
• Preparation of correspondence and drafting wills and trust documents (with support) from precedents
• Proof reading, fact checking, and the ability to send confidential documents to clients and others unsupervised.
• Case management and dealing with incoming emails and mail.
• Arranging appointments, taking messages, receiving and delivering documents.
• Open and close files.
• Through training and other means, to keep fully up to date with relevant legislation and practice

Qualifications and Skills

• Previous legal assistant experience would be preferred
• Have high levels of client care communication skills both written and verbal and be confident in handling calls.
• Excellent client facing skills and a client focused approach to service delivery
• Experience in using case management software and Microsoft office tools
• Self-motivated and able to work under pressure to strict deadlines/timescales
• Organised with strong attention to detail
• Full driving licence and access to a vehicle is required as the role requires regular travel to client’s properties, care homes and other locations around the North West

In return, we can offer you a competitive salary and benefits package.

Hours: 37.5 hours per week (full time)
Salary: Competitive
Closing Date: 13 November 2026

Please note, this vacancy may be closed at any time if sufficient applications have been received.

Will this role count as your QWE, and who will confirm it?

Check it against the SRA’s questions in two minutes. If there is no COLP or solicitor where you work, the SRA lets a solicitor outside confirm it: an FQPS solicitor can, from £149.