At a Glance
- Tasks: Support a dynamic Private Client department with estate administration and legal documentation.
- Company: A growing firm of Financial Advisers prioritising staff welfare and flexibility.
- Benefits: Competitive salary, flexible working hours, and a supportive team environment.
- Other info: Opportunity for career growth as the department expands.
- Why this job: Join a passionate team and make a real difference in clients' lives.
- Qualifications: Experience in private client law and strong organisational skills.
The predicted salary is between 24000 - 33600 £ per year.
Private Client Paralegal or Legal Assistant in Surrey with flexibility on home working. £40,000 FTE.
This exciting role provides the opportunity to be a pivotal part of a growing private client department within a busy firm of Financial Advisers. You will have practical experience of assisting with estate administration, inheritance tax, lasting powers of attorneys, wills and trusts. A genuine enthusiasm for this area of law is essential, as well as the desire to be an integral part of a successful business.
Although the role will provide a significant amount of autonomy, it is overseen by an experienced Private Client Solicitor and involves working closely with a dedicated Tax Manager and a team of professionally qualified financial advisers who are knowledgeable about trusts and estate administration.
The role is part time, offering various flexible working arrangements, including school hours. There may be opportunities to expand responsibilities as the department grows.
Role Responsibilities:
- Provide comprehensive admin support in the Private Client department.
- Secretarial duties including booking meetings and arranging diaries.
- Manage and prepare legal documents related to Wills, Probate, Trusts, and Powers of Attorney.
- Manage estate administration cases.
- Assist the legal and wealth management teams to ensure clients receive relevant advice on IHT, trusts, and capital gains tax issues.
- Assist the Tax Manager with admin tasks.
- Assist with trust administration, supporting trustees in meeting all relevant obligations.
This is a great place to work. They recognise the pressures of a client base that has high expectations and prioritise the welfare of their staff.
Private Client Paralegal/Assistant * IN-HOUSE * £40,000. Part Time in London employer: Motus Recruitment
Contact Detail:
Motus Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Paralegal/Assistant * IN-HOUSE * £40,000. Part Time in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work with private clients. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your experience with estate administration and wills. Make it clear how your background aligns with their needs.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or meeting, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities, and applying directly can sometimes give you a leg up. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Private Client Paralegal/Assistant * IN-HOUSE * £40,000. Part Time in London
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for private client law shine through. We want to see that you genuinely care about estate administration, wills, and trusts. A little passion goes a long way!
Tailor Your CV: Make sure your CV is tailored to the role. Highlight your relevant experience with estate administration and any specific skills that match the job description. We love seeing how your background fits with what we do!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon unless it’s relevant. We appreciate when candidates can communicate effectively, just like we do with our clients.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Motus Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of estate administration, inheritance tax, and the specifics of wills and trusts. Being able to discuss these topics confidently will show that you’re genuinely enthusiastic about the role and understand what’s required.
✨Showcase Your Experience
Prepare examples from your past work where you've successfully managed legal documents or assisted in estate administration. This will help demonstrate your practical experience and how it aligns with the responsibilities of the role.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. Inquire about the team dynamics, how they handle high client expectations, or the growth opportunities within the department. This shows your interest in being a part of their success.
✨Flexibility is Key
Since this role offers flexible working arrangements, be ready to discuss how you can manage your time effectively. Highlight any previous experiences where you’ve successfully balanced work commitments, especially if you have school hours in mind.