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For Companies At a Glance
- Tasks: Join our team to prepare Wills, trusts, and manage estate administrations.
- Company: Mills & Reeve is a top UK law firm focused on exceptional client service and community impact.
- Benefits: Enjoy a competitive salary, flexible working options, and a supportive work environment.
- Why this job: Be part of a collaborative team that values continuous learning and diversity.
- Qualifications: 5 years of experience in private client practice and strong IT skills required.
- Other info: We celebrate diverse perspectives and offer workplace adjustments for inclusivity.
The predicted salary is between 36000 - 60000 £ per year.
Trust and Estate Practitioner/Paralegal – Private Client (0303)
We are hiring an experienced Trust & Estate Practitioner/Paralegal to join our growing team in Birmingham. If you\’re looking for a new opportunity to be part of an established team, we would love to hear from you!
The Role
Working within the Private Client National Service Line in the Birmingham office, this role will be responsible for document production, particularly of Wills, trusts, Lasting Powers of Attorney, and estate administrations. Specific responsibilities include:
- Preparing Wills, trusts, Lasting Powers of Attorney, and associated documentation and covering letters based on instructions from solicitors in the team.
- Administering estates, including managing files through the process, collating estate information, applying for Probate, completing HMRC reporting for IHT and income tax, collecting estate assets, distributing to beneficiaries, and preparing estate accounts.
- Managing day-to-day contact with clients as required.
The Person
- Minimum of 5 years relevant experience within a private client practice.
- Strong IT skills and good written English.
- Ability to build strong working relationships with partners, clients, and intermediaries.
- Ability to work productively under pressure and meet deadlines.
- Effective prioritization skills.
- Enthusiastic team player willing to take on challenges.
- Excellent attention to detail.
We reserve the right to close this vacancy early if sufficient applications are received. Interested candidates are encouraged to apply promptly.
The Benefits
We offer a competitive salary and a wide range of benefits. Click here to learn more about our core benefits.
If offered a role, comprehensive pre-employment screening will be conducted, including a basic DBS check, right to work verification, employment history, and a character assessment. Full details are available upon request.
The Firm
Mills & Reeve is committed to achieving more for clients, their businesses, and communities. Our team of over 1,250 staff and 750 lawyers shares a vision of delivering exceptional service and tailored advice. We value continuous learning and development, and are ranked among the top UK law firms. Our mantra is “Achieve more. Together.” and we are proud to be recognized as a great place to work, including ranking in The Sunday Times Best Places to Work and achieving Platinum Investors in People status.
Our Commitment
We celebrate diverse perspectives and ideas, providing a supportive and inclusive environment. Flexible working arrangements are considered to promote work-life balance. We encourage employees to request workplace adjustments and will support these efforts.
Trust and Estate Practitioner/Paralegal – Private Client
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Trust and Estate Practitioner/Paralegal - Private Client employer: Mills & Reeve LLP
Contact Detail:
Mills & Reeve LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust and Estate Practitioner/Paralegal - Private Client
✨Tip Number 1
Familiarise yourself with the specific types of documents you'll be working on, such as Wills and Lasting Powers of Attorney. Understanding the nuances of these documents will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the private client sector, especially those who work at Mills & Reeve or similar firms. Attend relevant legal seminars or workshops to make connections and gain insights into the firm's culture and expectations.
✨Tip Number 3
Brush up on your IT skills, particularly in software commonly used for document production and estate administration. Being proficient in these tools can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your experience in managing client relationships effectively. Think of examples where you've successfully navigated challenging situations or built rapport with clients, as this is crucial for the role.
We think you need these skills to ace Trust and Estate Practitioner/Paralegal - Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in private client practice, particularly focusing on document production and estate administration. Use specific examples to demonstrate your skills in preparing Wills, trusts, and Lasting Powers of Attorney.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention your 5+ years of experience and how it aligns with the responsibilities outlined in the job description. Be sure to express your ability to build strong relationships with clients and colleagues.
Highlight IT Skills: Since strong IT skills are essential for this role, make sure to mention any relevant software or tools you are proficient in. This could include case management systems or document production software that you have used in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. Attention to detail is crucial in this field, so your application should reflect that quality.
How to prepare for a job interview at Mills & Reeve LLP
✨Showcase Your Experience
With a minimum of 5 years' experience required, be prepared to discuss specific cases or projects you've worked on. Highlight your role in preparing Wills, trusts, and estate administrations to demonstrate your expertise.
✨Demonstrate Strong IT Skills
Since strong IT skills are essential for this role, be ready to talk about the software and tools you’ve used in previous positions. Mention any experience with document production software or case management systems relevant to private client work.
✨Emphasise Attention to Detail
Given the nature of the work, attention to detail is crucial. Prepare examples that showcase your meticulousness, such as how you ensured accuracy in documentation or managed complex estate information.
✨Build Rapport with Interviewers
As the role involves managing day-to-day contact with clients, practice building rapport during the interview. Show your interpersonal skills by engaging with the interviewers and demonstrating your ability to establish strong working relationships.