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- Tasks: Draft wills and manage estate planning cases while ensuring compliance.
- Company: Join CRA Legal, a reputable firm known for its ethical approach and innovative technology.
- Benefits: Enjoy remote work options, 28 days holiday, and up to 10% employer pension contributions.
- Why this job: This role offers genuine career growth and a supportive work-life balance.
- Qualifications: Experience in wills drafting and estate planning is essential.
- Other info: Contact Ross Roberts for more details or to apply.
The predicted salary is between 21000 - 26000 £ per year.
Private client paralegal
Location: Remote or on site if preferred
Salary: Up to £26,500 + Bonus
Contract: Full Time, Permanent
Key features:
- Remote working opportunities
- Coaching, training and support to help you develop
- pension with up to 10% employer contributions
- annual incentive scheme
- 28 days holiday plus bank holidays (rising to 32 in line with service)
- discounts on various products and services
- free support for your mental, physical, and financial wellbeing
About the firm/role:
CRA Legal are working in partnership with a reputable and highly successful business with a national presence. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced private client professional to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues.
Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.
This is a fantastic opportunity for an experienced paralegal or will writer to join a firm who offer genuine career development and growth with no ceiling on progression. Perhaps you are in private practice and not being offered support with your training/development or can’t see a clear route for progression or struggle to find that work/life balance this opportunity can offer what you are looking for.
Roles & Responsibilities
- Drafting and taking instructions on a variety of wills and associated estate planning documents
- Writing wills and managing incoming cases
- Communicate with clients over the phone, progressing each case through to completion
- Document and write wills, ensuring all documentation is legally accurate and professionally written
- Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met
About You:
- A strong background in wills drafting and or estate planning
- Ability to build rapport with your clients as well as a passion for delivering excellent customer service
- High level of attention to detail
- Confidence to lead with cases
- A proven ability to manage your own caseload and deliver to deadlines
Application Process:
To apply for this exciting opportunity, please forward your CV to this advert or contact Ross Roberts for more details on 0114 2418030
Senior Private Client Paralegal employer: CRA Consulting
Contact Detail:
CRA Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Paralegal
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wills drafting and estate planning. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in this evolving field.
✨Tip Number 2
Network with professionals in the private client sector, especially those who work at CRA Legal or similar firms. Engaging with them on platforms like LinkedIn can provide insights into the company culture and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific cases you've managed in the past, highlighting your attention to detail and ability to meet deadlines. This will showcase your practical experience and reassure the hiring team of your capabilities.
✨Tip Number 4
Research CRA Legal's approach to client service and their use of technology in estate planning. Being able to articulate how your values align with theirs during the interview can significantly boost your chances of landing the job.
We think you need these skills to ace Senior Private Client Paralegal
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wills drafting and estate planning. Use specific examples that demonstrate your ability to manage a caseload and deliver excellent customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client services. Mention why you are interested in this role and how your background aligns with the company's values and commitment to ethical practices.
Highlight Relevant Skills: In your application, emphasise your attention to detail and communication skills. Provide examples of how you've successfully built rapport with clients and managed cases effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as accuracy is crucial in legal documentation.
How to prepare for a job interview at CRA Consulting
✨Showcase Your Experience
Make sure to highlight your background in wills drafting and estate planning during the interview. Prepare specific examples of cases you've managed, focusing on your attention to detail and ability to meet deadlines.
✨Demonstrate Client Communication Skills
Since the role involves communicating with clients, be ready to discuss how you build rapport and deliver excellent customer service. You might even want to role-play a client interaction to showcase your skills.
✨Understand the Firm's Values
Research CRA Legal and their approach to ethical practices and innovative technology. Be prepared to discuss how your values align with theirs and how you can contribute to their commitment to clients and colleagues.
✨Prepare Questions
Have thoughtful questions ready about the firm's training and development opportunities. This shows your interest in career progression and helps you assess if the firm is the right fit for you.
