Private Client Paralegal

Job Title: Private Client Paralegal

Salary: £27,000 to £29,000 depending on experience

Duration: Temporary - ongoing

Hours: Monday to Friday, 10am to 5:30pm (37.5 hrs pw), can be flexible.

Location: Birmingham

Role Purpose:

Our client, a busy and well-established Solicitors practice in Birmingham, are looking for an experienced Private Client Paralegal to assist Solicitors and Fee Earners with casework, whilst liaising with clients and third parties. Ideally you will have a minimum of 12 months experience within client probate and estate administration.

Key Duties:

Provide administrative and legal support for private client matters, including probate and estate planning

Preparation of all relevant IHT returns

Maintenance and preparation of estate accounts

Interact with external advisers e.g. accountants and tax advisers and provide relevant information required, case by case

Responsible for the completion of estate administration

Liaise and build relationships with more senior fee earners within the team

Update Probate Registry systems as and when required

Keep updated with Inland Revenue processes and procedures

Manage client files and ensure compliance within legal regulations

• Handle high in value estates that include trust structures e.g. discretionary wills, nil rate band wills and life interest trust wills

Key Skills/Experience Required:

Minimum 12-month experience within a similar role working in client probate and estate administration

Working understanding of will validity and interpretation

Good working understanding of relevant inheritance tax allowances

Able to multitask, meet deadlines, and take ownership of responsibilities

Strong drafting, research, and analytical skills

Excellent written and verbal communication skills, with the ability to work effectively with colleagues and clients

Comfortable using Microsoft Office and competent in using a case management system, preferably LEAP or similar

Ability to remain calm under pressure and work to tight deadlines

Ability to quickly build confidence, respect and trust with others

Professionalism when dealing with clients and sensitive matters with a commitment to confidentiality and discretion

For more information or to apply please send your CV or contact Morgan Parkes Recruitment.

Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.

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