Trust & Tax Paralegal Bridge

The Firm

We are recruiting for a paralegal to join the Probate, Trust and Private Client team. You will play a crucial role in supporting a small but well-established, specialised, Tier 1 legal directory team handling varied and complex files.

You will assist in all aspects of a busy and interesting caseload to include:

• To assist in the provision of administrative and legal services for clients, including:
• Taking new enquiries and communicating directly with the client
• Drafting Lasting powers of attorney
• Drafting straightforward wills
• Assisting with the administration of estates
• Preparing estate accounts (Excel)
• Following up on documents and information needed for estate accounts

You will also be required to:

• Assist where requested with the provision of legal advice to clients, under supervision.
• Delegate and supervise tasks where appropriate.
• Work as part of a team under the supervision of a firm partner.
• Provide an efficient and friendly service to our clients.
• Manage professionally and confidentially, written and telephone correspondence with clients, other solicitors and third parties
• Maintain client care standards as set out in the firm’s terms of business and office manual

• Must demonstrate a mature and empathetic approach to clients who may be dealing with a difficult and stressful process.
• Must be well organised, use initiative, prioritise appropriately, show attention to detail, manage your own workload and meet deadlines.
• Must demonstrate excellent communication and interpersonal skills (be respectful, positive, articulate, professional and sympathetic).
• Must adopt a “can-do” approach, show commercial awareness and represent the department and firm appropriately.
• Must be reliable, show commitment and be a supportive team player.
• Must reflect the firm’s culture in your presentation internally and externally.
• Must demonstrate proficiency with case management systems and standard office software.
• Experience with a case management system is required.

• A law degree, or equivalent experience in a legal environment, is preferred.

• Competitive salary
• Private Medical Insurance
• Life Insurance
• Income Protection
• Contributory Pension
• Discretionary annual staff bonus
• Reduced gym membership
• Discount vouchers through one of our suppliers
• Season Ticket Loan
• Additional 2 days off for Christmas