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- Tasks: Support a dynamic Private Client department with estate administration and legal document management.
- Company: A growing firm of Financial Advisers prioritising staff welfare and client satisfaction.
- Benefits: Competitive salary, flexible working hours, and opportunities for career growth.
- Why this job: Be part of a successful team making a real difference in clients' lives.
- Qualifications: Enthusiasm for private client law and strong administrative skills.
- Other info: Enjoy autonomy while collaborating with experienced professionals in a supportive environment.
The predicted salary is between 24000 - 36000 £ per year.
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. They will have a genuine enthusiasm for this area of law and will relish the opportunity to be an essential part of growing an already successful business.
Although the role will provide a significant amount of autonomy, it is overseen by an experienced Private Client Solicitor and will involve working closely with a dedicated Tax Manager and a team of professionally qualified financial advisers who are knowledgeable about trusts and estate administration and will provide direction on the delivery of client work. The role is part time, and they offer various flexible working arrangements, including school hours working. There may be the opportunity to build upon this as the department grows and develops further.
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 are provided with relevant advice on IHT, trusts and capital gains tax issues.
- Assist the Tax Manager with admin tasks.
- Assist with trust administration, including 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 they put the welfare of their staff at the top of the list of things that matter most.
Private Client Paralegal/Assistant * IN-HOUSE * £40,000. Part Time 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in private client law. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your enthusiasm! When you get the chance to speak with potential employers, let your passion for private client law shine through. Share your experiences and what excites you about the role.
✨Tip Number 3
Prepare for interviews by brushing up on common questions related to estate administration and trusts. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Client Paralegal/Assistant * IN-HOUSE * £40,000. Part Time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Paralegal role. Highlight your experience with estate administration, wills, and trusts, as well as any relevant skills that show your enthusiasm for this area of law.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in the role and the firm. Mention how your background aligns with the responsibilities listed, and don’t forget to show a bit of personality!
Showcase Relevant Experience: When detailing your experience, focus on specific tasks you've handled that relate to the job description. Whether it's managing legal documents or assisting with tax issues, make it clear how you can contribute to the team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
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 it entails.
✨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 support their staff, or the growth opportunities within the department. This shows your interest in being a part of their success.
✨Highlight Flexibility
Since this role offers flexible working arrangements, be ready to discuss how you can manage your time effectively. Share any previous experiences where you’ve successfully balanced work commitments, especially if you have school hours in mind.
