Trainee Paralegal Private Client - Boston

Trainee Paralegal Private Client – Boston, Lincolnshire

We are a leading \”Top 200\” Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.

We are a forward thinking, progressive and dynamic organisation. As part of our continuing growth plans, we are currently seeking to recruit a Trainee Paralegal to join our Private Client Department.

Some of the great benefits that we offer are:

• Generous holiday entitlements
• Staff discount on legal and wealth management fees
• Income protection
• Life assurance at 3 x salary
• Salary exchange pension scheme
• Employee Assistance Programme

The role:

The ideal candidate will have a real passion for Private Client work and a good level of knowledge and/or experience in this area. Strong research skills are essential.

You will be a confident, proactive and structured individual who will become involved in a broad range of matters including:-

• Preparation of Wills;
• Preparation of Lasting Powers of Attorney to include registration of EPAs and LPAs;
• File opening administration;
• Trust Administration (desirable);
• Dealing with initial enquiries;
• File Closures.

You will need to have a full driving licence and the use of a vehicle (as and when required, business cover insurance is therefore essential).

In addition, you will work with the Company’s Marketing Team to promote and enhance the good reputation and business of the Company.

Key Duties and Responsibilities:

• To provide an ongoing service to existing clients.
• To work with Partners and other Fee Earners to develop new business.
• Develop and enhance the Private Client Department, maximising cross referrals across all offices and areas of the business.
• To produce fee income in line with targets and agreed objectives.
• To keep informed of all changes in the Law and Practice in own area of work.
• Maintain and enhance up to date legal skills.
• Financial control with particular regard to cash flow control through collection of monies on account and billing procedures.
• Maintaining accurate daily records of time spent on client and internal work.
• Perform fee earning work accurately, reliably and in accordance with the Company’s quality and risk procedures.
• Maintain and record the appropriate information in the wills and deeds store.

Hours of Work: 9.00 am – 5.15 pm. Monday – Friday (36.25 hrs per week)
Location: Boston
Salary: Competitive depending on experience

Person Specification:

Qualifications

Fully IT literate.

Clear understanding of confidentially/Data Protection.

Legal Qualification.

Previous experience of SOS Connect.

Previous experience of private client or trust work.

Knowledge

Previous experience within a legal setting.

Skills

Excellent communication skills both verbally and in writing.

Ability to work under pressure and to tight deadlines.

Structured and organised.

Excellent telephone manner.

Proactive and organised.

Supporting and highly efficient.

Attributes

Willing to be flexible with the demands of the company.

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment. This is available upon request.

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