Eventus Legal are seeking a Private Client Paralegal to join the Wills, Trusts and Probate team of a well-established law firm in Kendal, Cumbria. This is a full time, permanent job, working 35 hours a week paying £26,000 to £30,000 depending on experience, with hybrid working, 25 days holiday plus bank holidays and unlimited access to the firm's own online training academy. The team is busy and needs someone who can support the fee earners, and in time this is a job that could grow into a fee earner role where you would have a caseload of your own. Kendal is one of the most attractive parts of the country to be based in, and the hybrid working on offer means you are not in the office every day of the week.
About the Role
This Private Client Paralegal job is to keep a varied Wills, Trusts and Probate caseload moving, working alongside the solicitors and fee earners rather than behind them. The work spans will drafting, lasting powers of attorney, probate applications and estate administration, with real client contact from the first instruction through to file closure. It is a job with a route for progression if that is something you are interested because the firm is happy to employ someone who can support the team now and wants to take on their own matters as their experience builds over the longer term.
Key responsibilities include:
- Progressing a varied Wills, Trusts and Probate caseload alongside the fee earners, from instruction through to conclusion
- Drafting wills, lasting powers of attorney and probate applications for approval
- Monitoring key actions and deadlines so matters move through to completion, closure and archiving
- Attending client meetings and preparing the documentation that comes out of them
- Carrying out legal research and liaising with clients, beneficiaries, professional advisers and third parties
- Preparing correspondence, letters of advice and supporting documentation
- Handling new client onboarding, including identification checks, client due diligence and client care documentation
- Recording chargeable time accurately and promptly
- Keeping case management records up to date and supporting file reviews and closures
About You
You will be a Legal Assistant or Paralegal with experience supporting Solicitors with Wills, Trusts and Probate
You should also be able to demonstrate the following:
- Experience in a paralegal, legal assistant or legal support job within a private client department
- Strong organisation and time management across a varied workload
- A proactive approach, confident using initiative and sensible about when to ask for guidance
- Confidence with case management systems, Microsoft Office and digital working practices
- Consistent accuracy and close attention to detail
- Clear written and verbal communication with a professional, client focused manner
- Discretion and sound judgement when handling sensitive and confidential matters
- Empathy with clients and families dealing with bereavement and later life planning
Benefits and Rewards
This is a full time, permanent Private Client Paralegal job in Kendal with an excellent benefits package including:
- Salary of £26,000 to £30,000 depending on experience
- Full time and permanent, 35 hours a week
- Hybrid working and remote working options
- 25 days holiday plus bank holidays
- Christmas closure
- Employer pension contribution of 6%, matched by a 6% salary sacrifice
- Death in service cover at twice salary
- Paycare benefits covering optical and dental support, 24/7 GP access and online talking therapy
- Free membership of a mental health support app
- Unlimited access to the firm's online training academy
- Support with progression and professional development
- Discounts on the firm's own legal services
- Regular social and community activities
About the Law Firm
This is a firm where people stay with several of the team carry twenty, thirty and in some cases forty years of service, which says more about how the employer treats its own than a values statement could. The practice is Lexcel accredited and runs its own online training academy. Client meetings are held at the office, at the client's home or in hospital, whichever suits them best, which tells you how the private client department thinks about the people it acts for.
I’ve worked with his firm for several years now and have placed legal professionals from Legal Assistant to Head of Department and the feedback from everyone I have placed with them has always been incredibly positive. The team work well together and have an outstanding reputation in the area and beyond.
Next Steps
Apply now if your skills and experience align with this Private Client Paralegal job in Kendal, Cumbria.
If you are interested in learning about this career enhancing job opportunity or other legal vacancies across the North West, please contact Nikki Phillips at the Eventus Recruitment Group via email at nikki.phillips@eventuslegal.com or phone 07530 737333 for a confidential discussion. Unfortunately, due to the volume of applications received for roles, if you have not heard from us within 10 days you have not been successful on this occasion.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.