Paralegal (Private client)

Private Client Support

• Assist with estate administration, including preparing schedules of assets, liaising with financial institutions, collecting information, and preparing basic probate documentation (under supervision).
• Liaise with accountants to provide information for estate and trust returns.
• Assist with the Trust Registration Service.
• Draft straightforward Wills and Lasting Powers of Attorney (LPAs) using precedents and established processes (under supervision).
• Prepare letters, forms, and other documentation for client matters.
• Maintain accurate matter files, client records, and compliance documentation.

Administrative & PA-Level Support

• Provide comprehensive diary management for the Private Client Partner, including scheduling client meetings and internal appointments.
• Produce attendance notes, letters, and documents from dictation to a high standard.
• Assist with billing, file opening and closing, and general matter administration.
• Act as the primary point of contact for the Private Client Partner.

Client Care & Communication

• Liaise professionally and confidently with high-net-worth clients.
• Handle client queries and communications promptly and appropriately.
• Assist with onboarding new clients, including managing KYC and engagement documentation.

Skills & Experience Required:

• Previous experience within a Private Client department is essential, ideally covering estate administration, Wills, LPAs, probate processes, and inheritance tax basics.
• Highly organised, with strong diary and email management skills.
• Confident drafting skills and experience preparing legal documents with accuracy and attention to detail.
• Strong dictation typing skills and the ability to take clear, accurate notes during client meetings.
• A proactive, calm, and discreet manner when dealing with confidential and sensitive matters.
• This is not a trainee role; it is suited to someone who enjoys working in a senior administrative or support capacity within Private Client work.

Ideal Candidate Profile

• Someone who is genuinely committed to a long-term career within Private Client work and keen to develop their expertise in this area.
• A candidate whose background and ambitions align with Private Client support roles rather than progression into a solicitor position.
• Able to manage competing demands effectively while maintaining high standards of client service.
• Comfortable working in a busy, professional environment where discretion, organisation and reliability are essential.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.