Case Manager + hybrid working

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Job Description

Case Manager - Private Client 

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hybrid working + great benefits

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A highly regarded UK law firm is seeking an experienced candidate within probate who is ready to step into a more advanced, client-facing role within its established Private Client team.

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This is an excellent opportunity to move beyond traditional paralegal duties into a fee-earning position, taking ownership of probate matters while working closely with experienced lawyers in a supportive and collaborative environment.

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Key responsibilities include:

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  • Assisting with the administration of estates from instruction through to completion
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  • Preparing probate applications and associated legal documentation
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  • Maintaining accurate estate accounts and financial records
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  • Liaising with clients, beneficiaries, and third parties daily
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  • Assisting with the collection and distribution of estate assets
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  • Supporting the preparation of inheritance tax returns
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  • Providing regular updates to senior fee earners and partners
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  • Ensuring high standards of client care and regulatory compliance
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  • Supporting business development activities and attending relevant event
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This role offers genuine scope to develop your technical expertise and take on increasing responsibility over time.

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About You

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  • Previous experience within Private Client / Probate
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  • Currently working as a Paralegal or in a similar role
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  • Strong organisational skills with excellent attention to detail
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  • Confident communicator with a professional and empathetic approach to clients
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  • Able to manage sensitive matters with discretion and integrity
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  • Law degree, CILEX qualification, or equivalent experience preferred
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Why Join?

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  • Competitive salary with annual review
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  • Hybrid working model
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  • Clear progression into a fee-earning role
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  • High-quality work and client exposure
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  • Private medical insurance
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  • Pension scheme and life assurance
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  • Supportive, professional, and collaborative team culture
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Location:
Tunbridge Wells
Job Type:
FullTime
Category:
Healthcare

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