At a Glance
- Tasks: Draft wills and manage estate planning cases while providing excellent client service.
- Company: Join a reputable firm known for its ethical approach and innovative technology.
- Benefits: Enjoy remote work, competitive salary, bonuses, and generous holiday allowance.
- Why this job: Gain genuine career development in a supportive environment with no ceiling on progression.
- Qualifications: Experience in wills drafting and estate planning with strong client communication skills.
- Other info: Work-life balance and mental wellbeing support included.
The predicted salary is between 24000 - 32000 £ per year.
Location: Remote or on site if preferred
Salary: Up to £28,000 + 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
- 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.
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
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Senior Private Client Paralegal- Remote employer: CRA Consulting
Contact Detail:
CRA Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Paralegal- Remote
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, attend virtual events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the firm and its values, especially their approach to private client services. We want you to show them you’re not just another candidate, but someone who truly aligns with their mission.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience in wills drafting and estate planning. We suggest rehearsing with a friend or in front of a mirror to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates like you who are ready to take the next step in their career.
We think you need these skills to ace Senior Private Client Paralegal- Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your background in wills drafting and estate planning, as this is key for us at StudySmarter.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for private client services and how you can contribute to our innovative team. Keep it concise but impactful!
Showcase Your Attention to Detail: Since accuracy is crucial in this role, make sure your application is free from typos and errors. This will demonstrate your high level of attention to detail, which we value at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates!
How to prepare for a job interview at CRA Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, estate planning, and the specific services offered by the firm. Familiarise yourself with their approach to client care and any recent developments in the legal sector that might impact their work.
✨Showcase Your Experience
Prepare to discuss your previous experience in drafting wills and managing cases. Be ready to share specific examples of how you've successfully handled client interactions and maintained compliance with regulatory standards.
✨Demonstrate Your People Skills
Since building rapport with clients is key, think of ways to illustrate your customer service skills. You could mention a time when you went above and beyond for a client or how you effectively communicated complex information in an understandable way.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the firm's culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.