Private Wealth Paralegal (1045)

Ref: 1045

Our client, a highly successful international law firm, is looking for a Private Wealth Paralegal to join their friendly Exeter team on a full-time, permanent basis. Your main role will be to assist the Private Wealth Partners and Private Wealth team with all types of private client work, including; preparation of Wills, Powers of Attorney, Domestic Trusts, and probate and capital tax planning. You will be helping to provide a first class service to clients. If you’re methodical, client-focused and have excellent interpersonal skills, then this could be the perfect opportunity for you.

What will you be doing as a Private Wealth Paralegal?

  • Probate administration including correspondence with institutions
  • Payment of liabilities and legacies
  • Preparation of powers of attorney
  • Assist with attorney administration and trust administration matters
  • Filing of documents, correspondence and other documentation
  • File opening, archiving and billing
  • Schedule and compile bibles of documents
  • Attend clients to sign documents including wills
  • Liaise and maintain effective client relationships
  • Pro-active participation in marketing initiatives
  • Ensure files are managed in compliance with Lexcel procedures

Skills/Qualifications of a Private Wealth Paralegal?

  • The ideal candidate will have previous experience of Private Client matters working either as a Paralegal or as a Legal Secretary, however, our client would also consider an entry level Paralegal with a willingness to develop general Private Wealth knowledge
  • Previous experience in dealing directly with clients is preferable
  • Strong client focus and service delivery
  • Ability to prioritise work effectively and meet deadlines
  • Good communication skills both oral and written
  • A strong team player with an ability to work collaboratively with colleagues at all levels
  • A positive and proactive attitude
  • A willingness to learn
  • Strong attention to detail with a methodical and logical approach

The Benefits:

  • Access to a Company Pension
  • Opportunity to buy/sell holiday
  • Access to a Life Assurance scheme
  • Access to a cycle2work scheme

Ref: 8820

Recruitment Consultant: Sophia Damshenas

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