Senior Private Client Paralegal- Remote

CRA Consulting

Cardiff

Hybrid

GBP 25,200 - 30,800

Full time

14 days+

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Benefits offered by this job

Remote working opportunities

Coaching, training and support

Pension with employer contributions

28 days holiday plus bank holidays

Discounts on various products

Wellbeing support

Job summary

A reputable legal services firm is seeking a Specialist Legal Recruiter based in Cardiff. This full-time role offers the flexibility of remote or on-site work, with a salary of up to £28,000 plus bonus. The ideal candidate will have significant experience in wills drafting and estate planning, alongside excellent customer service skills. The company is known for its supportive environment and commitment to employee development, ensuring a clear path for progression.

Qualifications

Strong background in wills drafting and estate planning required.
Ability to build rapport with clients and deliver excellent customer service.
Proven ability to manage own caseload and meet deadlines.

Responsibilities

Draft and take instructions on wills and estate planning documents.
Communicate with clients, progressing cases to completion.
Maintain client records ensuring compliance and regulatory standards.

Skills

Wills drafting

Estate planning

Customer service

Attention to detail

Job description

This range is provided by CRA Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from CRA Consulting

Specialist Legal Recruiter focusing on the non contentious practice areas

Location: Remote or on site if preferred

Salary: Up to £28,000 + Bonus

Contract: Full Time, Permanent

Key features:

Remote working opportunities
Coaching, training and support to help you develop
pension with up to 10% employer contributions
28 days holiday plus bank holidays (rising to 32 in line with service)
discounts on various products and services
free support for your mental, physical, and financial wellbeing

About the firm/role:

CRA Legal are working in partnership with a reputable and highly successful business with a national presence. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced private client professional to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues.

Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.

This is a fantastic opportunity for an experienced paralegal or will writer to join a firm who offer genuine career development and growth with no ceiling on progression. Perhaps you are in private practice and not being offered support with your training/development or can’t see a clear route for progression or struggle to find that work/life balance this opportunity can offer what you are looking for.

Drafting and taking instructions on a variety of wills and associated estate planning documents
Writing wills and managing incoming cases
Communicate with clients over the phone, progressing each case through to completion
Document and write wills, ensuring all documentation is legally accurate and professionally written
Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met

About You:

A strong background in wills drafting and or estate planning
Ability to build rapport with your clients as well as a passion for delivering excellent customer service
High level of attention to detail
Confidence to lead with cases
A proven ability to manage your own caseload and deliver to deadlines

Application Process:

To apply for this exciting opportunity, please forward your CV to this advert or contact Ross Roberts for more details on 0114 2418030

Seniority level