Private Client Paralegal – Wealth & Succession

Howard Kennedy LLP; England; On-site; GBP 28,000 - 36,000; Full time

Job summary

Howard Kennedy LLP invites a Paralegal to join our Private Client department, focusing on Wealth and Succession. You will assist with estate administration, probate applications, and tax forms, while coordinating with clients, beneficiaries, financial institutions and advisers across the UK.

The role emphasizes strong organisation, accurate record-keeping, and client-focused service, with exposure to complex, international estates and collaborative working within the firm’s private wealth

Qualifications

• Previous experience as a Paralegal or Legal Assistant within Private Client, Wealth & Succession or Probate.
• Strong organisational skills and excellent attention to detail.
• Ability to manage multiple tasks and prioritise effectively.
• Strong written and verbal communication skills.
• Client-focused approach with a professional and empathetic manner.
• Experience preparing probate applications and inheritance tax forms.

Responsibilities

• Assist with the administration of a broad range of estates from straightforward to complex with international aspects.
• Prepare applications for Grants of Probate and Letters of Administration.
• Collate asset and liability information from financial institutions and third parties.
• Assist with inheritance tax forms and supporting documentation.
• Liaise with HMRC regarding inheritance tax and estate administration matters.
• Support fee earners with collection and realisation of estate assets.
• Assist with distributions to beneficiaries and completion of estate matters.
• Maintain accurate records and comply with procedures.
• Act as a primary contact for clients and third parties.
• Provide high standard of client care at all times.
• Manage diaries and deadlines to ensure timely progress.
• Open new matters, conduct conflict checks, and assist with onboarding.
• Record time accurately and assist with billing.

Skills

Paralegal experience

Organizational skills

Communication skills

Time management

Client focus

Tools

Microsoft Office

Job description

Howard Kennedy LLP invites a Paralegal to join our Private Client department, focusing on Wealth and Succession. You will assist with estate administration, probate applications, and tax forms, while coordinating with clients, beneficiaries, financial institutions and advisers across the UK.

The role emphasizes strong organisation, accurate record-keeping, and client-focused service, with exposure to complex, international estates and collaborative working within the firm’s private wealth