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Paralegal: Private Client
Job Posted: 2 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Walton-on-Thames, Surrey
Expire in: a month
Job Description
Our client is an expanding and professional Legal firm and they are seeking a motivated and detail -orientated Paralegal to join their Private Client department.
You will be responsible for proactively assisting the team with a high-volume caseload, dealing directly with client queries daily and assisting the team on all matters on a day-to-day basis. Matters are often for prestigious housebuilders, to investors with large portfolios.
Key Responsibilities:
Drafting Wills and Lasting Powers of Attorney (LPAs), including the registration of LPAs and Enduring Powers of Attorney (EPAs).
Assisting with estate administration matters, including liaising with banks, utility providers, and other relevant institutions.
Handling initial client enquiries, client onboarding, and opening and closing matter files.
Maintaining and organising client files (both paper and digital) in accordance with firm procedures, compliance obligations, and regulatory requirements.
Providing case management and administrative support to fee earners and partners on a day-to-day basis.
Ensuring accurate and timely billing in line with financial processes and targets.
Staying up to date with changes in law and practice relevant to private client work.
Assisting with all administrative tasks as required by the team, including filing and scanning.
Preparing client correspondence and legal documents under supervision.
Supporting team diary management and general document preparation.
Skills & Experience
A genuine interest in Private Client law (Wills, probate, trusts, LPAs).
Previous experience in a similar role is desirable but not essential.
Strong research, drafting, and administrative skills.
Highly organised, detail-oriented, and proactive.
Excellent interpersonal and client care skills.
Competent IT skills, including experience with case management systems and Microsoft Office (desirable).
Ability to handle confidential and sensitive information with discretion.
Excellent written communication skills.
Flexible attitude to work such as a willingness to act appropriately to meet unexpected demands, including the ability to prioritise own work under pressure.
£T.B.C
Walton on Thames AreaBefore You Apply
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