Paralegal - Private Wealth

Join to apply for the Paralegal - Private Wealth role at Trowers & Hamlins

Trowers & Hamlins is a City-led, international and national law firm with over 180 partners and 1000 staff. With offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate, Litigation, Tax, Banking and Finance, Real Estate and Private Wealth.

We ve always been proud of our commitment to equity, diversity and inclusion and value the variety of our partnership. We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. Our strategic direction is shaped by a desire to grow our business in a way that is responsible and sustainable and has the principles of ESG at its core, guiding the way we operate firmwide.

The Office

Established in 1984 and located in the heart of the City our Exeter office has evolved into a full-service law firm and the first point of call for many corporate and individual clients in the South West and beyond.

Our expertise takes in both public and private sectors, with a particular focus on Real Estate – both residential and commercial property. We have teams who advise on construction, employment, litigation and dispute resolution, property finance, and corporate advice.

We are also well known for our work in wealth management, residential property conveyancing, and agriculture. We are an acknowledged expert in specialist travel insurance law.

Our Exeter office is home to a team of 148 staff, led by 24 partners. Our locally based lawyers have a deep understanding of what matters to clients in the South West. In turn, our clients choose us for our high levels of service and expertise, and also for the value for money we can offer by utilising our regional teams.

We have an enviable reputation for bringing public and private and charity sectors together in innovative joint ventures. Our in-depth understanding of the public sector and the rules and regulations it operates within, as well as the commercial drivers for our private sector clients, means we can find practical and workable solutions, and do so efficiently and economically.

We work with a wide range of families, individuals, trustees, and those in the private wealth advisory sector. Each is unique, but what they all share is the need for practical advice to enable them to plan for the future and tackle arising challenges.

Inheritance is an important issue everywhere in the world and laws and conventions vary. What is consistent is our experience of our clients’ needs. We use that to help them pass wealth on in a fair and efficient way at the right time for them.

As our department continues to grow, we have an opportunity for a paralegal to join the team in Exeter.

Acting for individuals, companies and trusts both in the UK and internationally, we undertake all types of private client work including the preparation of Wills, Powers of Attorney, Domestic Trusts, probate and income and capital tax planning. Internationally, we advise on residence and domicile planning and structuring both inbound and outbound.

The role is primarily office based but as you gain knowledge and experience there will be the opportunity to work from home for part of the time.

• Probate administration including correspondence with institutions;
• Payment of liabilities and legacies;
• Dealing with receipt of funds;
• Preparation of powers of attorney;
• Assisting with attorney administration and trust administration matters
• Filing of documents, correspondence and other documentation;
• File opening, archiving and billing
• Scheduling and compiling bibles of documents;
• Attending clients to sign documents including wills;
• Liaising and maintaining effective client relationships;
• Pro-active participation in marketing initiatives; and
• Ensuring files are managed in compliance with Lexcel procedures.

The firm has a Career Development Framework which sets out the competencies we expect of those at the…