Private Client Paralegal

JS Legal Recruitment Ltd; Saffron Walden; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Pension

Parking

Mon-Fri 9-5

22 days annual leave + holidays + Xmas

Job summary

JS Legal Recruitment Ltd is seeking a Private Client Paralegal to join a busy Private Client Department in Saffron Walden. The role involves supporting a varied caseload in Wills, Trusts, Estates and related tax planning tasks.

The ideal candidate will have at least 1 year of Private Client Paralegal experience, excellent organisational skills and a team-oriented approach. Strong MS Office and case management skills are expected. A friendly, supportive environment is offered.

Qualifications

• Minimum 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 applications
• Strong team player with the ability to work on own initiative
• An excellent listener with a sympathetic ear
• Long-term career progression
• Friendly and supportive working environment

Responsibilities

• Assist with a varied caseload of Private Client matters
• Draft legal documents including Wills, Lasting Powers of Attorney, and HMRC Inheritance Tax forms
• Deal with Court of Protection, Probate and Administration of Estates and Trusts
• Participate in Tax planning, IHT matters, estate planning and trusts
• Handle elderly client matters with sensitivity
• Costing Court of Protection files
• Prepare Estate Accounts
• Respond to client queries

Skills

Private Client exp

Team player

Organisational skills

Initiative

Active listener

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

All successful applications will be responded to within 7 working days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion