Private Client Paralegal / Legal Assistant

Clear IT Recruitment Ltd; Stamford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A legal recruitment agency is looking for an experienced Private Client Paralegal for their Stamford office in the UK. This role involves assisting with probate work, managing a caseload, and supporting the team on trusts and taxation matters. The ideal candidate should have prior experience in private client work, strong communication skills, and be familiar with relevant legal duties. This position offers an opportunity to grow in a supportive environment focused on client service.

Qualifications

• Previous experience in private client work, ideally covering wills, trusts, and probate.
• Ability to manage a workload and meet deadlines with limited supervision.
• Strong verbal and written communication skills.
• Good organisational and file management skills.

Responsibilities

• Assisting with all aspects of probate work.
• Supporting the team on trusts matters.
• Managing a caseload under supervision.
• Preparing documents for client meetings.
• Maintaining accurate client files and records.
• Communicating effectively with clients and colleagues.

Skills

Previous experience in private client work

Ability to manage a workload

Good knowledge of law relevant to wills and trusts

Strong verbal and written communication skills

Good organisational and file management skills

Tools

Microsoft Word

Microsoft Outlook

Job description

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

Ensure all your application information is up to date and in order before applying for this opportunity.

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.