Private Wealth Paralegal

WOMBLE BOND DICKINSON; Newcastle Emlyn; On-site; GBP 22,000 - 32,000; Full time

Job summary

Womble Bond Dickinson is seeking a Paralegal to support a broad range of private wealth matters. You will assist with estates administration, probate applications, tax forms, and document drafting, while liaising with HMRC and the Probate Registry.

The role involves handling bundles for hearings, client meetings with a qualified fee earner, and legal research across probate, trusts, and related litigation. A law degree and prior paralegal experience are essential.

Qualifications

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

Responsibilities

• 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.

Skills

Paralegal experience

Multitasking

Litigation experience

Education

Law degree (2:1 or higher)

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.

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.

What makes it great to work here?

We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits!

As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working.

Through our DEI initiatives we create an environment in which difference is valued. We have an Diversity, Equity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, neurodiversity, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody). Find out more about DEI at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.

We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long term condition and need us to make any adjustments to give you the best possible recruitment process, please let us know by contacting the recruiter on the right hand side of this page. Please also let us know if you need this job advert or the application form in a different format.

We will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role. You can opt into this scheme within the application form. Your response to this question is only used for this purpose, is only visible to the recruitment team and is not used for data monitoring.