At a Glance
- Tasks: Assist in Estate Administration, draft Wills and Powers of Attorney, and support Legal Advisors.
- Company: Join a supportive law firm with a focus on client relationships and teamwork.
- Benefits: Enjoy 25 days holiday, flexible working, private healthcare, and more perks.
- Other info: Engage in charity events and office socials for a vibrant work culture.
- Why this job: Make a real difference in clients' lives while gaining valuable legal experience.
- Qualifications: Proactive attitude, strong organisational skills, and excellent IT proficiency required.
The predicted salary is between 25000 - 32000 € per year.
We have an excellent opportunity for a Paralegal to join our Private Client team in Sherborne to assist on all aspects of Estate Administration, and to draft Wills and Lasting Powers of Attorney. This role will assist the Legal Advisors by providing administrative support in a way that is conducive to enabling them to operate at optimum efficiency. The successful applicant will undertake some fee-earning work with special emphasis on drafting straightforward legal documents and proactively assisting clients with a view to building relationships with clients and taking on basic, repeat instructions from clients directly.
Key Responsibilities
- Open files, prepare and send initial client engagement documentation.
- Review client ID documents to ensure compliance with Money Laundering obligations and internal policies.
- Ensure all email correspondence and attachments are entered on to Peppermint and Matter Summary Sheets are updated accordingly.
- Draft straightforward legal documents using the precedents provided, filing documents online where appropriate and develop skills to deal with more complex transactions.
- Contribute to the maintenance of a strict diary note of deadlines and timescales relevant to Legal Advisor(s) matters.
- Attend client meetings with advisors and take comprehensive notes.
- Draft documents for clients, including Wills and LPAs.
- Assist with Probate, paying out legacies, distributing Estates and ensuring ongoing communication with beneficiaries.
- Ensure all photocopying and scanning is accurate; take responsibility for checking photocopying/scanning done by Office Assistant.
- Attend to clients on the phone and in person, accurately recording any messages and passing on to the appropriate person without delay.
- Provide proactive administrative support and matter management tasks that include but are not limited to keeping up to date with progress on matters; identifying follow up actions needed; proactively contributing to team billing and file closures where appropriate, WIP, disbursement and debts, file closure and residual balances.
Skills, Knowledge and Expertise
- Working closely with the fee earners in our Private Client department, this role would best suit someone who is proactive and enthusiastic, with great interpersonal skills and the ability to communicate with people at all levels.
- Excellent organisational skills and the ability to work flexibly to deadlines will be important.
- Strong administrative skills are essential, along with commitment to delivering a high-quality and professional service in a cost-effective manner.
- More technical requirements include excellent IT skills including the use of Microsoft Office and Outlook.
- Ideally you will have experience in a law firm environment providing legal support to fee earners but welcome applications from those who feel they meet the requirements of the role.
Benefits
- In addition to a competitive salary, you will also get:
- 25 days holiday, plus Bank Holidays
- Extra Day of Holiday for your Birthday
- Flexible Working
- Private Healthcare
- Pension Scheme(s)
- Life Assurance
- Eye Tests
- Flu Jabs
- Corporate Gym Membership Discounts
- Legal Support
- Opportunities to get involved with charity fundraising, sports teams and office socials
Private Client Paralegal in Sherborne employer: Porter Dodson
Join our dynamic Private Client team in Sherborne, where we prioritise a supportive work culture that fosters professional growth and client relationships. With competitive benefits including flexible working, private healthcare, and opportunities for community engagement, we are committed to creating a rewarding environment for our employees. Our focus on teamwork and personal development ensures that you will thrive in your role as a Private Client Paralegal while making a meaningful impact in the lives of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Paralegal in Sherborne
✨Tip Number 1
Network like a pro! Reach out to people in the legal field, especially those working in private client roles. Attend events or join online forums where you can connect with potential employers and get insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to estate administration and client interactions. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience with drafting legal documents and managing client relationships. This will give you an edge and demonstrate your proactive approach to potential employers.
✨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 are genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Private Client Paralegal in Sherborne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Paralegal role. Highlight any relevant experience you have in estate administration, drafting legal documents, or client interaction. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your proactive attitude and organisational skills make you a great fit for our team. Keep it friendly and professional!
Show Off Your IT Skills:Since we value strong IT skills, especially with Microsoft Office and Outlook, don’t forget to mention your proficiency in these areas. If you've used any specific legal software, give us a shout-out about that too!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Porter Dodson
✨Know Your Stuff
Make sure you understand the basics of estate administration, Wills, and Lasting Powers of Attorney. Brush up on relevant legal terminology and processes so you can speak confidently about them during the interview.
✨Show Your Organisational Skills
Be ready to discuss how you manage your time and keep track of deadlines. Share specific examples of how you've handled multiple tasks or projects in the past, especially in a legal context, to demonstrate your organisational prowess.
✨Demonstrate Your Interpersonal Skills
Since this role involves client interaction, think of examples where you've successfully built relationships with clients or colleagues. Highlight your communication skills and how you handle sensitive situations with empathy and professionalism.
✨Ask Insightful Questions
Prepare thoughtful questions about the Private Client team and their processes. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values and work style.
