Private Client Paralegal

New Yesterday

Private Client Paralegal

Location: Newcastle upon Tyne, Tyne and Wear, North East Englan

Salary: £28,000 - £32,000 per annum

Looking for an experienced Private Client Paralegal to join a prestigious North East Law Firm. This role can be based in Newcastle or Sunderland depending on the candidates preferred location.

Job Description

The Private Client Paralegal provides comprehensive legal support within the private client department, specialising in areas such as wills, probate, trusts, estate administration and lasting powers of attorney. The role involves liaising directly with clients, drafting legal documents, managing case files and ensuring compliance with relevant legislation and firm policies. The paralegal works closely with solicitors to prepare cases, conduct research and deliver an efficient, client-focused service.

Key Duties and Responsibilities

Prepare and draught wills, codicils, trusts, powers of attorney and other private client documents accurately and efficiently.
Assist with the administration of estates, including gathering financial information, preparing inheritance tax calculations, and distributing assets in accordance with legal requirements.
Support clients through the probate process, including liaising with executors, beneficiaries and third parties such as banks and HM Revenue and Customs.
Conduct legal research and maintain up-to-date knowledge of relevant legislation, regulations and best practises in private client law.
Manage and maintain case files and records in line with firm policies and regulatory requirements.
Communicate effectively with clients, providing clear and timely updates on case progress and responding to queries professionally.
Assist solicitors in preparing documents for court applications and other legal proceedings where necessary.
Ensure compliance with data protection legislation and confidentiality standards at all times.
Contribute to continuous improvement initiatives within the department to enhance service delivery.

Required Qualifications

Level 3 Diploma in Paralegal Studies or equivalent legal qualification.
Strong understanding of private client legal matters including wills, probate, trusts and powers of attorney.
Proficient use of case management systems and legal research tools.

Education

A legal qualification relevant to paralegal work, such as a Level 3 Diploma in Paralegal Studies, or equivalent.
Good general education, typically including GCSEs at grade C/4 or above in English and Mathematics or equivalent.

Experience

Previous experience working within private client legal services, preferably within a law firm setting.
Demonstrable experience in drafting legal documents related to wills, probate and trusts.
Experience managing case files and liaising with clients and third parties.

Knowledge and Skills

Excellent written and verbal communication skills.
Strong attention to detail and high levels of accuracy.
Good organisational and time management abilities, capable of prioritising workload effectively.
Ability to work independently and as part of a team.
Sound knowledge of relevant legislation, including the Administration of Estates Act, Powers of Attorney Act and related regulations.
Proficiency in Microsoft Office applications, including Word and Outlook.
Professional and courteous approach when dealing with clients and colleagues.

Please apply today to:- (url removed)

Work involves extended periods of concentration and computer use.
Professional dress code and adherence to firm policies and regulatory standards
Apply
Location:
Newcastle Upon Tyne
Salary:
£28,000 - £32,000 /annum
Job Type:
FullTime
Category:
Legal

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