Private Client Specialist

1 week ago

Beckenham, Greater London, United Kingdom Inneo Recruitment Ltd Full time

Paralegal Private Client Role

We are seeking a skilled Paralegal to assist our Private Client team. This role will involve working at our Bexleyheath office, with occasional travel to our Dartford and Orpington offices.

Duties and Responsibilities

The successful candidate will be responsible for:

  • Preparing and submitting draft documents for approval in relation to straightforward Wills.
  • Presenting the firm's account promptly and securing immediate settlement.
  • Referring complex enquiries to senior members of the Private Client team.
  • Advising on Lasting Powers of Attorney and preparing and registering documents following signature.

Requirements

To be successful in this role, you will need:

  • A pleasant and courteous manner.
  • An efficient and co-operative attitude.
  • A diligent and conscientious approach to work.
  • Ability to work unsupervised.
  • Good interpersonal and organisational skills.
  • PC literacy and accurate keyboard skills.
  • At least 12 months of experience working in a busy Private Client department, with experience drafting and Lasting Powers of Attorney.
  • A law degree/LPC is desired, although not essential.
  • Ability to travel between offices.

Working Hours and Benefits

The role will be based at our Bexleyheath office, with occasional travel to our Dartford and Orpington offices. Hours are Monday to Friday 9am to 5.30pm, with a one hour break for lunch. Benefits include a competitive salary, 25 days holiday plus a day off for birthday, pension scheme, employee assistance programme, optional healthcare cashback scheme, cycle to work scheme, regular social events, free eye tests and staff discounts on our legal services along with a family and friends referral scheme.

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