Private Client Paralegal / Legal Assistant

Clear IT Recruitment; Stamford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A legal recruitment agency is seeking a Private Client Paralegal for their expanding office in Stamford, UK. The role involves assisting with probate work, managing client files, and supporting the team on trusts matters. Candidates should have previous experience in private client work and strong communication skills. The position offers the opportunity to handle a caseload under supervision, making it ideal for those looking to grow in their legal career.

Qualifications

• Experience in private client work, particularly wills and probate.
• Ability to manage workload with little supervision.
• Strong verbal and written communication skills.

Responsibilities

• Assist with all aspects of probate work, including drafting and estate administration.
• Support team on trusts matters and manage a caseload under supervision.
• Prepare documents and maintain accurate client files.

Skills

Private client work experience

Strong communication skills

Organisational skills

Law knowledge related to wills, trusts, and probate

Microsoft Word and Outlook proficiency

Job description

Due to ongoing expansion, my client is currently looking to recruit a Private Client Paralegal for their expanding Stamford, Lincolnshire Office.

Your Responsibilities:

• Assisting with all aspects of probate work, including drafting, estate administration, tax planning, and Powers of Attorney.
• Supporting the team on trusts matters, including lifetime and will trusts, draft administration, and taxation issues.
• Managing a caseload under supervision, ensuring tasks are completed efficiently and accurately.
• Preparing documents and correspondence for client meetings and case progression.
• Maintaining accurate and up-to-date client files and records in line with firm procedures.
• Communicating effectively with clients, colleagues, and third parties.

Your Experience:

• Previous experience in private client work, ideally covering wills, trusts, and probate.
• Ability to manage a workload and meet deadlines with limited supervision.
• Direct contact with clients, both face to face and over the phone.
• Good knowledge of law relevant to wills, trusts, and probate.
• Familiarity with relevant statutory duties and compliance requirements.
• Strong verbal and written communication skills.
• Good organisational and file management skills.
• Competent in Microsoft Word and Outlook.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.