Private Wealth Paralegal

Womble Bond Dickinson (UK) LLP; Leeds; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

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Job summary

Womble Bond Dickinson (UK) LLP in Leeds is seeking a proactive Paralegal to support Private Wealth Disputes and Probate teams. You will handle a broad range of matters with guidance from experienced solicitors.

The role involves drafting documents, liaising with clients and authorities, performing legal research, and assisting in estate administration through all stages. Experience as a Paralegal and strong organisational skills are valued.

Qualifications

• Law degree (2:1 or higher) or equivalent legal qualification is required.
• Experience as a Paralegal or Legal Assistant.
• Experience managing multiple workloads concurrently.

Responsibilities

• Assist with administration of estates, gathering asset and liability information.
• Draft correspondence, estate accounts and probate documents.
• Support probate applications and liaising with HMRC and the Probate Registry.
• Assist with Inheritance Tax forms and related calculations.
• Draft pre-action correspondence, court applications and witness statements.
• Prepare bundles and supporting documentation for case management hearings, mediations and trials.
• Meet with clients (with a qualified fee earner) to take initial instructions and understand background.
• Conduct legal and procedural research.
• Assist with wills, trusts and estate-related queries, and support litigation through all stages.
• Prepare engagement letters, maintain file management, ensure timely responses to clients and support financial management of files.

Education

Law degree (2:1 or higher) or equivalent

Job description

With over 200 years of experience within the private wealth sector, Womble Bond Dickinson's private wealth team has an impressive history of advising families and their businesses. As a team of lawyers, accountants, financial advisors and tax specialists, they provide a wide variety of legal services to our clients, enabling them to better manage their wealth, possessions and assorted business interests. Our team is highly rated in Chambers & Partners and Legal 500. Most members of the team are STEP, ACTAPS or CIOT qualified and benefit from high quality learning and development support, with clearly expressed career development programmes in place at all levels of qualification.

The private capital team now have an excellent opportunity for a Paralegal to join them, supporting both our specialist Private Wealth Disputes and Probate teams.

What will you be doing?

If you're looking for a new role as a Paralegal, this job will offer you the chance to work on a broad range of private wealth matters in a supportive environment. Here's just some of the work that you'll be involved in:

• Assisting with the administration of estates, including gathering asset and liability information.
• Drafting correspondence, estate accounts and documents required for probate applications.
• Supporting the preparation and submission of probate applications and liaising with HMRC and the Probate Registry.
• Assisting with Inheritance Tax forms and related calculations.
• Assisting with the drafting of a variety of documents including pre-action correspondence, court applications and witness statements.
• Preparing bundles and supporting documentation for case management hearings, mediations and trials.
• Meeting with clients (along with a qualified fee earner) to take initial instructions and understand the background to a matter.
• Carrying out legal and procedural research.
• Assisting with the management of wills, trusts and estate-related queries, as well as supporting litigation matters through all stages of the process.
• Preparing engagement letters, maintaining good file management, ensuring timely responses to clients and supporting the financial management of files.

What are we looking for?

To be successful in this role you'll need as a minimum:

• To have completed your law degree (2:1 or higher) or other equivalent legal qualification.
• Experience of working as a Paralegal or Legal Assistant.
• Experience managing multiple workloads simultaneously.

We would be particularly interested to hear from candidates with experience in litigation, probate, private client work and/or estate administration.