Paralegal

We are seeking an experienced Paralegal to provide dedicated support to a Private Client Partner. This position sits between a traditional PA role and a fee-earning support role. It is ideal for someone with solid private client experience who enjoys senior administrative work within this specialist area. Please note, this is not intended for candidates seeking a training contract or progression into other areas of law.

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.