Private Client Paralegal — Financial Admin & Care Support

Confidential; York and North Yorkshire; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Pension

Life cover

Enhanced maternity/paternity pay

Health cash plan

Staff discounts

Birthday day off

Cycle to work

Job summary

Confidential is seeking an Administration of Affairs Paralegal in York City Centre to join the Private Client Team. The role focuses on supporting clients' financial affairs with accuracy, discretion, and strong organisational skills.

You will process payments, monitor accounts, liaise with clients and third parties, and assist with property transactions and care funding documentation. A sensitive, client-focused approach is essential.

Qualifications

• Experience as a paralegal, legal assistant, or administrator in Private Client or related areas.
• Strong written and verbal communication skills.
• Discretion and confidentiality when dealing with clients and families.
• Excellent organisational skills and attention to detail.
• Ability to manage financial records and transactions accurately.
• Capable of prioritising tasks and working well in a team.

Responsibilities

• Support Directors with day-to-day administration of clients' financial affairs.
• Process payments for care fees, bills, and other liabilities.
• Monitor and reconcile client bank accounts and maintain records.
• Liaise with clients, families, care providers, and third parties.
• Prepare documents for tax returns, care funding assessments, and related admin.
• Assist with property transactions and liaise with estate agents and professionals.
• Attend client meetings and prepare attendance notes or follow-up.

Skills

Paralegal experience

Excellent communication

Confidential handling

Organisational skills

Financial record keeping

Team collaboration

Job description

Confidential is seeking an Administration of Affairs Paralegal in York City Centre to join the Private Client Team. The role focuses on supporting clients' financial affairs with accuracy, discretion, and strong organisational skills.

You will process payments, monitor accounts, liaise with clients and third parties, and assist with property transactions and care funding documentation. A sensitive, client-focused approach is essential.