Wealth Protection Specialist
3 weeks ago
LOCATION: Chester
SALARY: DOE
We are seeking a talented paralegal with a passion for Court of Protection and Wealth Protection to join our Wealth Protection team. The successful candidate will report to our Wealth Protection Partner/Head of Court of Protection and will be based at our Chester office.
Key Responsibilities:- Liaise with clients and third parties to take initial instructions
- Prepare HMRC and Court documentation
- Assist with client satisfaction and billing
- Maintain estate accounts and general client budgets with accuracy and attention to detail
- Document control - maintain accurate records and files on our case management system
- Be understanding and act in a sensitive and sympathetic manner
- Paying invoices and processing financial transactions on behalf of clients
- Record all time on the file and document work undertaken
- Ensure compliance with file management
- Promote the business, seeking opportunities to cross-refer opportunities
- Legal experience as a Paralegal is advantageous but not essential
- Demonstrate a passion for Court of Protection and Wealth Protection
- Estate administration experience
- A strong academic background
- Strong IT skills including MS Word and Excel
- Excellent communication skills
- Team player, with the ability to be self-motivated and professional
- Excellent analytical and organisational skills
- Ability to use own initiative
- Organised and able to comply with deadlines
- We offer a flexible agile working environment, alongside a competitive salary and benefits package including 25 days holiday allowance (excluding bank holidays), pension scheme, healthcare cash plan, life assurance and bonus scheme
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