Senior Private Client Paralegal in Royal Tunbridge Wells

• Senior Private Client Paralegal
• Job Type: Full-time, Permanent

A highly respected regional law firm in Tunbridge Wells is seeking an experienced Senior Private Client Paralegal to join its successful Private Client team.

This is an excellent opportunity for a talented Private Client professional to join a firm with an outstanding reputation for delivering high-quality legal advice and exceptional client service.

You will manage a varied caseload, working alongside experienced solicitors within a supportive and professional environment.

The Role

The successful candidate will handle a broad range of Private Client matters, providing expert support and guidance to clients throughout the estate planning and administration process.

Key Responsibilities

• Wills & Estate Planning
• Conduct client meetings and provide clear advice on estate planning options, including inheritance tax planning.
• Draft wills of varying complexity, including mirror wills, discretionary trusts, life interest trusts, and business property provisions.
• Prepare supporting documents such as letters of wishes, guardianship clauses, and severance of joint tenancy forms.
• Advise on Lasting Powers of Attorney (LPAs) and assist with registration where required.
• Ensure all documentation is prepared accurately and in line with professional standards.
• Probate & Estate Administration
• Advise executors and administrators throughout the probate and estate administration process.
• Prepare grant applications, including grants of probate and letters of administration.
• Value estates, identify assets and liabilities, and prepare inheritance tax documentation where required.
• Manage estate administration from initial instruction through to final distribution.
• Liaise with financial institutions, beneficiaries, HMRC, HM Land Registry, and other third parties.
• Prepare estate accounts and deal with Trust Registration Service requirements where applicable.
• Identify potential contentious probate issues and escalate appropriately.
• Caseload & Client Management
• Manage a varied personal caseload efficiently, meeting deadlines and service standards.
• Maintain regular communication with clients and third parties, providing clear updates throughout matters.
• Accurately record time, support billing processes, and contribute to departmental targets.
• Assist with supervision and development of junior team members where appropriate.
• Support business development and client relationship initiatives.
• The Ideal Candidate

The successful candidate will have

• Strong experience within a Private Client department.
• Excellent knowledge of wills, probate, estate administration, trusts, and estate planning.
• The ability to manage a caseload independently from instruction through to completion.
• Strong drafting skills with excellent attention to detail.
• Excellent communication and client care skills.
• A professional and empathetic approach when dealing with sensitive client matters.
• Experience using case management systems and legal technology, including My HMCTS.
• Professional Standards & Compliance
• You will be expected to maintain high standards of professional practice, including:
• Compliance with SRA Standards and Regulations.
• Following AML, client due diligence, and data protection requirements.
• Maintaining accurate file records and documentation.
• Adhering to firm procedures and recognised Private Client best practice.
• Keeping knowledge current through ongoing training and professional development.
• What's on Offer
• Competitive salary based on experience.
• Excellent benefits package.
• Opportunity to join a highly regarded regional law firm.
• Supportive and collaborative working environment.
• Career development opportunities.
• The chance to work within a respected and growing Private Client team.

If you are an experienced Senior Private Client Paralegal looking for your next career move with a leading regional firm in Tunbridge Wells, we would welcome your application.