Private Client Paralegal

Elite Touch Group; Verwood, Bournemouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable legal firm in Verwood is seeking a Private Client Paralegal to join their busy Private Client team. The successful candidate will be responsible for drafting Wills, managing probate matters, and advising clients on estate planning. Ideal applicants will have experience in private client work and be proficient in Outlook and Word. This role offers an opportunity to contribute to a supportive environment and build long-term client relationships.

Qualifications

• Experience in all aspects of private client work.
• Confident telephone manner handling enquiries.
• Proficiency in Outlook, Word, and preferably Excel.

Responsibilities

• Draft and advise on Wills and LPAs.
• Manage probate matters including grants of probate.
• Advise clients on estate planning.
• Handle complex estate planning cases involving trusts.
• Assist clients with contested probate cases.
• Provide compassionate and professional advice.
• Build and maintain long-term relationships with clients.
• Help drive the department forward.

Skills

Experience in all aspects of private client work

Confident telephone manner

Proficient with Outlook, Word and preferably Excel

Job description

Private Client Paralegal

Christchurch

Salary dependent on experience

Elite Touch Group are excited to be working with their well-established client who are seeking a Paralegal to join their busy Private Client team based at their Christchurch office.

If you have a background in private client and are looking to contribute to a fast-paced environment, we would love to hear from you.

Key Responsibilities

• Drafting and advising on Wills and LPAs.
• Managing probate matters, including obtaining grants of probate and administering estates.
• Advising clients on estate planning to ensure the efficient transfer of wealth and assets.
• Handling complex estate planning cases involving trusts and related legal matters.
• Assisting clients with contested probate cases, providing expert advice and representation where disputes arise.
• Providing compassionate and professional advice to clients during emotionally challenging times.
• Building and maintaining long-term relationships with clients and contact, offering tailored advice and solutions.
• Help drive the department forward.

The successful applicant will ideally have:

• Experience in all aspects of private client work
• Confident telephone manner handling telephone enquiries from clients and third parties
• Be proficient with Outlook, Word and preferably Excel