Private Client Paralegal – Woolton

8 February 2024

ROLE: Private Client Paralegal

This is a varied role in a busy team.

Role responsibilities;
* Day to day management of Private Client caseload
* Taking calls and enquiries from clients
* Updating clients on case progress
* Communicating with probate registry, courts, HMLR, HMRC, experts and agencies
* Dealing with clients both in person and remotely where necessary
* Dealing with administration of estates
* Proactive in development of new work for the team and working with existing business contacts.
* Work with marketing team, producing blog content in relation to private client work

The right person for this job will;
* Have at least two years experience of dealing with HNW Clients, Probate, Wills, Trusts, Estate/Tax Planning and Services for the Elderly (essential)
* Experience of property work (desirable)
* Be able to drive and have access to a car (desirable)
* Have a great work ethic
* Be a self-starter and always ready to get involved
* Be organised
* Be ambitious
* Have good decision-making skills
* Confident in dealing with people
* Work well within a vibrant team
* Be flexible and able to accommodate client or team needs
* Have great time management skills and be able to prioritise heavy workloads
* Experience of Case Management Systems and Laserforms (essential)
* Experience of Excel spreadsheets (essential)

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