Private Client Paralegal​/Legal Assistant

Due to ongoing expansion, my client is currently looking to recruit a Private Client Paralegal for their expanding Stamford, Lincolnshire Office.

• Assisting with all aspects of probate work, including drafting, estate administration, tax planning, and Powers of Attorney.
• Supporting the team on trusts matters, including lifetime and will trusts, draft administration, and taxation issues.
• Managing a caseload under supervision, ensuring tasks are completed efficiently and accurately.
• Preparing documents and correspondence for client meetings and case progression.
• Maintaining accurate and up-to-date client files and records in line with firm procedures.
• Communicating effectively with clients, colleagues, and third parties.

• Previous experience in private client work, ideally covering wills, trusts, and probate.
• Ability to manage a workload and meet deadlines with limited supervision.
• Direct contact with clients, both face to face and over the phone.
• Good knowledge of law relevant to wills, trusts, and probate.
• Familiarity with relevant statutory duties and compliance requirements.
• Strong verbal and written communication skills.
• Good organisational and file management skills.
• Competent in Microsoft Word and Outlook.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note:

Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.