Private Client Paralegal

CRA Consulting; Ormskirk; Hybrid; GBP 22,000 - 27,000; Full time

Job summary

Join a forward-thinking firm that values its employees and promotes career development. This role offers the chance to work remotely or on-site, providing essential services in probate and estate planning. As a paralegal, you will draft wills, manage cases, and ensure compliance with legal standards. With a strong emphasis on training and support, this position is perfect for those seeking a fulfilling career in a reputable organization known for its ethical approach and commitment to excellence. Don't miss this opportunity to grow in a dynamic environment that prioritizes work-life balance.

Benefits

Remote working opportunities

Coaching and training

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 wellbeing

Qualifications

• Strong background in wills drafting and estate planning.
• Proven ability to manage a caseload and meet deadlines.

Responsibilities

• Drafting and managing a variety of wills and estate planning documents.
• Communicating with clients and progressing cases to completion.

Skills

Wills Drafting

Estate Planning

Client Communication

Attention to Detail

Education

Paralegal Qualification

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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