Private Client Paralegal

Private Client Paralegal | Legal 500 Ranked Regional Firm | 1+ Years Private Client Experience Required

Looking to build your career in Private Client within a firm where you'll get genuine exposure to quality work and experienced lawyers?

This is hands on exposure to wills, probate, trusts and estate administration, working directly alongside experienced solicitors in a Legal 500 ranked team. For a paralegal who wants to specialise and progress, this will give you the opportunity to develop your technical knowledge in a supporting environment.

The Firm

A well-established regional firm with a strong reputation across Surrey and the wider Southeast, ranked in the Legal 500 for its Private Client work. That recognition ensures that the quality of matters passing across your desk will be worth learning from.

The firm has built its position through long standing client relationships and consistent quality rather than aggressive expansion. Private Client is a significant part of the practice with a steady flow of work, including matters for HNWI's and families, with the team placing a real weight on development and client service.

The Role

You will support a varied Private Client caseload, taking on responsibility that goes well beyond file management. Working closely with experienced solicitors, you will see matters through their full lifecycle and build a practical understanding of how Private Client work runs, from first client contact to final distribution.

The team is willing to invest in someone who wants to develop technically and grow in confidence with clients. Over time there is scope to take on more complex work and progress within the practice.

Your day to day will involve:

• Wills and probate matters
• Estate administration, including higher value and more complex estates
• Trusts and associated tax work
• Supporting on matters for HNWI's and families
• Drafting legal documents and correspondence
• Research and case preparation
• Liaising directly with clients, beneficiaries and third parties
• Assisting solicitors with the running of active matters

Requirements

• 1+ Year Private Client experience, across wills, probate, trusts or estate administration
• Previous legal experience as a Paralegal, Legal Assistant or in a similar role is essential
• Background in Private Client work, ideally across wills, probate, trusts or estate administration
• Excellent attention to detail and strong organisational skills
• Confident communicating with clients and colleagues alike
• Able to juggle competing priorities and hit deadlines
• Client focused and commercially aware
• A real interest in building a long-term career in Private Client

What's on Offer

• Broad exposure across the full range of Private Client work
• Mentoring and support from experienced solicitors
• Clear scope to develop and progress within an established team
• Hybrid and flexible working
• A collaborative office environment rather than a high turnover one
• Choice of Redhill or Oxted as a base, both well placed for Surrey and the wider Southeast

To find out more, contact Ollie Fearon at ollie@jmc-legal.com or call 07441 937638