Private Client Paralegal

at  Elite Touch Group

An opportunity has arisen to join our well established clients specialist Trusts and Estates Administration department working on behalf of a number of large financial institutions, trust corporations and private clients to offer specialist advice on probate, trusts and estates, lasting powers of attorney and deeds of variation

QUALIFICATIONS

This role would ideally suit candidates who have a Law degree or similar academic qualification. The LPC is advantageous but not essential.

• Communicating on the telephone and corresponding with clients, beneficiaries, asset holders, HM Revenue & Customs and other third parties
• Drafting legal documents
• Preparing tax calculations and HMRC returns
• Preparing accounts
• Working to strict deadlines and service level agreements using a case management system
• Working proactively to conclude cases in a timely and sensitive manner
• Working with other team members to develop and maintain good client relationships
• Managing own case load as well as supporting other team members
• Advising on the law relating to wills, trusts, estates and tax
  Experience of non-contentious probate work, in particular, estates administration, is advantageous.