Paralegal - Private Client

2 weeks ago


Sherborne, United Kingdom Jobseekers Recruitment Services Full time

Our client, a professional services organisation is seeking to recruit, on a full time, permanent basis, an enthusiastic Paralegal to provide effective support to their Private Client team based in Sherborne, Dorset.
THE ROLE
To provide support to the Supervising Partner with a view to developing your own caseload. To
assist on all aspects of Estate administration and to draft Wills and LPAs.
- Liaise with clients, beneficiaries and external organisations in a timely and professional manner
- Deal with the administration of Estates to include:

- Registering deaths
- Deal with Estate assets in accordance with Testators Will
- Prepare Estate accounts and Tax Certificates.
- Assist the Supervising Partner by researching legal sources of references on points of law when necessary;
- Keep a written record of all relevant telephone calls and personal attendance on clients and other parties
- Undertake preparation and drafting of Wills and LPAs in accordance with clients instructions and in accordance with all appropriate legislation and rules
- Deal efficiently with enquiries by telephone or post and ensure that any client complaints are dealt with both professionally and promptly to the satisfaction of the client and in accordance with Law Society guidelines
Hours: F/T, Monday to Friday, office based
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