Private Client Services Specialist

3 weeks ago


Sutton Coldfield, Birmingham, United Kingdom LR Legal Recruitment Full time
About the Role

We are seeking an experienced Private Client Paralegal to join our team in Surrey, handling a variety of legal matters related to wills, estate planning, probate, and trust administration.

This is a full-time role with a competitive salary range of £28,000 per annum.

The ideal candidate will have a strong background in private client services, excellent organisational skills, and the ability to work in a fast-paced environment.

Responsibilities:

  • Drafting wills, trusts, lasting powers of attorney, and other estate planning documents.
  • Managing and organising client files, ensuring accuracy and completeness of documentation.
  • Conducting legal research on relevant statutes, regulations, and case law.
  • Communicating with clients to gather necessary information and provide updates on case status.
  • Preparing and filing legal documents with the appropriate courts.
  • Assisting in the administration of trusts and probate estates.
  • Collaborating with other team members to ensure efficient workflow.

Requirements:

  • Proven experience as a Private Client Paralegal with a strong understanding of wills, estate planning, probate, and estate administration.
  • Proficiency in legal research and document preparation, with excellent communication and interpersonal skills.
  • Able to work independently and as part of a collaborative team.
  • Proficiency in legal case management software is desirable.


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