Private Client Paralegal: Wills, Trusts & Estates — Pension

JS Legal Recruitment Ltd; Saffron Walden; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Pension

Parking

Mon-Fri 9-5

22 days annual leave + holidays + Xmas

Job summary

JS Legal Recruitment Ltd is seeking a Private Client Paralegal to join a busy Private Client Department in Saffron Walden. The role involves supporting a varied caseload in Wills, Trusts, Estates and related tax planning tasks.

The ideal candidate will have at least 1 year of Private Client Paralegal experience, excellent organisational skills and a team-oriented approach. Strong MS Office and case management skills are expected. A friendly, supportive environment is offered.

Qualifications

• Minimum 1 year of Private Client Paralegal experience
• Experience handling a broad caseload of Private Client matters
• Excellent organisational skills
• Working knowledge of case management systems and Microsoft Office applications
• Strong team player with the ability to work on own initiative
• An excellent listener with a sympathetic ear
• Long-term career progression
• Friendly and supportive working environment

Responsibilities

• Assist with a varied caseload of Private Client matters
• Draft legal documents including Wills, Lasting Powers of Attorney, and HMRC Inheritance Tax forms
• Deal with Court of Protection, Probate and Administration of Estates and Trusts
• Participate in Tax planning, IHT matters, estate planning and trusts
• Handle elderly client matters with sensitivity
• Costing Court of Protection files
• Prepare Estate Accounts
• Respond to client queries

Skills

Private Client exp

Team player

Organisational skills

Initiative

Active listener

Tools

Case management system

Microsoft Office

Job description

JS Legal Recruitment Ltd is seeking a Private Client Paralegal to join a busy Private Client Department in Saffron Walden. The role involves supporting a varied caseload in Wills, Trusts, Estates and related tax planning tasks.

The ideal candidate will have at least 1 year of Private Client Paralegal experience, excellent organisational skills and a team-oriented approach. Strong MS Office and case management skills are expected. A friendly, supportive environment is offered.