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- Tasks: Support the Probate team with estate administration and Court of Protection work.
- Company: Join a friendly, expert team in a leading UK Private Client group.
- Benefits: Receive comprehensive training, career development, and a supportive work environment.
- Why this job: Make a real difference for high net worth clients while growing your legal career.
- Qualifications: Strong people skills, attention to detail, and a desire to learn.
- Other info: Dynamic role with opportunities to manage multiple files and develop professional relationships.
The predicted salary is between 36000 - 60000 £ per year.
We have a fantastic opportunity for a Paralegal to join our growing Trust, Probate and Court of Protection specialists, in our wider UK Private Client group. This is a great support role and the successful candidate will work closely with the solicitors, chartered legal executives and paralegals, dealing with high net worth individuals. We deal with a wide range of estate administration and Court of Protection work.
The role will suit someone who has excellent people skills and who is looking to develop their career within a friendly collegiate team that is widely recognised for its expertise in this area. All necessary training will be provided.
The focus of this role is to support the Probate team with a wide range of estate administration and Court of Protection work and work closely with the wider UK Private Client group, across all offices.
Roles and Responsibilities
- Obtaining specific details and valuations of the deceased’s assets and liaising with financial institutions and valuers in this regard
- Accurately drafting a schedule of assets and liabilities and keeping this up-to-date
- Liaising with foreign intermediaries regarding overseas assets
- Drafting inheritance tax returns and supplementary schedules and liaising with HMRC in this regard
- Drafting applications for probate and letters of administration and dealing with queries raised by the Probate Registry prior to issuing of the grant
- Upon receipt of the grant, preparing the relevant financial paperwork to enable the collection or transfer of the deceased’s assets
- Liaising with the private property team regarding sale or transfer of the deceased’s property (where relevant)
- Preparing and updating full estate accounts
- Obtaining UK Grants of Representation for foreign residents in relation to UK assets
- Arranging payments and distributions to beneficiaries and third parties in accordance with Firm procedures
- Liaising with utility providers and the council in relation to supply of services to the deceased’s property
- Liaising with estate agents, clearance companies and contractors (where relevant) in relation to the deceased’s property
- Collating income and capital gains tax information for accountants/HMRC as applicable
- Drafting simple income tax returns and liaising with HMRC in relation to tax for the administration period.
- Preparing statements of income (form R185) for beneficiaries.
- Any other day-to-day estate administration matters
- Generally supporting the team members
- Keeping managers and Partners regularly updated with progress on assignments and assisting with billing
Court of Protection Work:
- Preparing all internal deputy/attorney accounts and updating these monthly
- Actioning all deputy/attorney payments from the relevant accounts and generally managing the online accounts/requesting new cards etc.
- Opening new bank accounts where required
- Assisting with the costs process of deputyships
General:
- Complying with all relevant legal and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.
Person Specification
- Be confident to work autonomously and as part of a team
- Be enthusiastic, willing to learn and keen to pursue a career in estate administration work
- Be organised and capable of running a significant number of files and work matters simultaneously
- Have the ability to develop effective working relations at all levels
- Have a high degree of attention to detail
- Be confident in both verbal and written communication with a diverse range of clients
- Have a flexible approach and willing to go the extra mile
Working together Integrity and respect
Inclusive Personal impact and growth
Driving high standards Commercial mindset
Client – centric Responsible Business
For a detailed specification please download the job description in the documents section of this page.
Note: we are not currently accepting agency CVs for this position. If you would like to make an application, please do so directly. Clicking \’apply\’ will direct you to the application tracking system, hosted for us by Reach-ATS.com.
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Paralegal - UK Private Client employer: Charles Russell Speechlys LLP
Contact Detail:
Charles Russell Speechlys LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paralegal - UK Private Client
✨Tip Number 1
Network like a pro! Reach out to people in the legal field, especially those who work in estate administration or probate. Attend events, join online forums, and don’t be shy about asking for informational interviews – it’s all about making connections!
✨Tip Number 2
Prepare for interviews by researching common questions for paralegals and practising your responses. We recommend tailoring your answers to highlight your people skills and attention to detail, which are key for this role.
✨Tip Number 3
Showcase your enthusiasm for the role! When you get the chance to chat with potential employers, let them know why you’re excited about working in estate administration and how you can contribute to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paralegal - UK Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paralegal role. Highlight any relevant experience in estate administration or Court of Protection work, and don’t forget to showcase your people skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background makes you a great fit for our friendly team. Keep it concise but engaging!
Showcase Your Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. This shows us you take pride in your work and understand the importance of accuracy in legal matters.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it’s super straightforward!
How to prepare for a job interview at Charles Russell Speechlys LLP
✨Know Your Stuff
Make sure you understand the basics of estate administration and Court of Protection work. Brush up on relevant laws and regulations, especially those related to probate and inheritance tax. This will show your potential employer that you're serious about the role and ready to hit the ground running.
✨Show Off Your People Skills
Since this role involves liaising with clients and various stakeholders, be prepared to demonstrate your excellent communication skills. Think of examples from your past experiences where you've successfully built relationships or resolved conflicts. This will highlight your ability to work well in a team and with clients.
✨Be Organised and Detail-Oriented
The job requires managing multiple files and tasks simultaneously, so come prepared to discuss how you stay organised. Share specific tools or methods you use to keep track of your work, and maybe even bring a sample of your organisational system to showcase your attention to detail.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team, the training provided, and the types of cases you might handle. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your career goals.