Private Client Paralegal Wills and Lasting Powers of Attorney

Private Client Paralegal Wills and Lasting Powers of Attorney

Private Client Paralegal Wills and Lasting Powers of Attorney

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Director and Corporate Solicitor at AMD Solicitors

Private Client Paralegal: Wills and Lasting Powers of Attorney

By AMD Solicitors

11 June 2025

An exciting opportunity has opened to join our expanding Private Client Team. The position is to join a fast paced and friendly team based in our Bristol offices. Of particular benefit, the successful candidate will report directly to our Head of this department.

You will be enthusiastic and will have a good degree of resilience and composure to provide a high quality and professional service to our clients and members in the department.

You will be part of a small, friendly team and valued for your individual contribution with support to develop your skills and experience in this area of law.

The role

The ideal candidate for this role should have a strong academic background and at least a law degree or equivalent, with some prior paralegal experience in this area of law.

The successful applicant should be able to manage a busy caseload and possess:

• A passion for this area of law and ambition to grow their caseload
• a clear understanding and ability to apply Wills and LPA laws
• Strong verbal and written communication skills
• The ability to build strong relationships with clients and team members
• Ability to work unsupervised within scope of instructions from fee earners
• A commitment to thorough drafting and attention to detail
• Solid interpersonal skills and a sympathetic understanding of client needs in this area of law
• Excellent team work
• Excellent time management skills
• Excellent IT skills with solid use of word and excel

Key Responsibilities Will Include

• Dealing with telephone enquiries from new and existing clients
• Making calls out to clients and third parties on behalf of and at the direction of fee earners
• Drafting Wills and Lasting Powers of Attorney under the supervision of fee earners
• Maintain relationships with clients
• Produce accurate documentation, reports and correspondence following standard office practices and precedents, to timescales required to meet clients service levels with the agreement of the fee earner
• Ensure that files are maintained in a good order and that clients are kept informed at frequent intervals of progress on matters, including being supplied with periodic case updates
• Assisting with legal research
• Opening of New Files
• Carrying out compliance checks of all new clients
• Assisting with the billing process including raising billing guides for fee earners and forwarding invoices to clients
• Dealing with BACs forms for fee earners
• Ensuring work is maintained at a high level of quality throughout so as to promote the reputation of the firm

This role is opened as a full-time role and in office, predominantly in our Henleaze office but with scope to gain experience in all offices.

Career development

The ideal candidate should be open to developing their marketing and business development skillset with the support of the marketing team. The candidate has scope to be involved with marketing strategies and initiatives to shape the department and develop sources of work.

This vacancy is an excellent opportunity to join our award winning team and become an integral member of the firm.

We have been voted as the winner of the Employer Category at the 2025 Bristol Life Awards.

Applications To

This article is provided for general information purposes only and represents our understanding of the relevant law and practice as at the date of uploading. This article should not be relied upon as legal advice pertaining to any specific factual situation. Legal decisions should be made only after proper consultation with a legal professional of your choosing.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Law Practice

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