Private Client Paralegal

AJ Chambers is partnered with a well-established law firm based in Grays recruiting for a Private Client Paralegal.

Reporting to the Head of Private Client, you’ll be joining a friendly group with the opportunity to manage your own caseload. Full-time, permanent role, 9 am–5 pm Monday to Friday.

Responsibilities:

• Managing a caseload of private client matters including Wills, LPA’s and Probate
• Taking initial instructions and preparing the necessary documents (Wills, LPA and Grant of Representation)
• Attending home visits
• Preparing client care letters and terms of business
• Dealing with the administration of the estate and then applying for Letters of Administration/Grant of Probate
• Completing IHT205, IHT400, Renunciation and Power reserved forms – with knowledge of Inheritance tax
• Using Statement of Truth for proving validity of Wills
• Administration of estates including; bank accounts and discharging debts and liabilities, preparing estate and distribution accounts
• Administration of trust properties
• Liaising with Solicitors and external organisations
• Compliance will and maintaining knowledge of SRA standards and relevant legislation

Requirements:

• Minimum 3 years’ experience as paralegal dealing with wills and probate matters
• Ability to interact with Clients and staff effectively and professionally
• Knowledge of current relevant legislation and regulations covering private client matters
• Strong ability to work effectively and prioritise with competing demands
• Proven ability to work independently
• High standard of work presentation and attention to detail
• Desire to develop knowledge and skills
• Identify and resolve or escalate issues in a timely manner

For more information please apply directly or contact Jess at AJ Chambers!