At a Glance
- Tasks: Manage a diverse private client caseload, from wills to trusts and probate.
- Company: Join a friendly firm with a supportive team and hybrid working options.
- Benefits: Enjoy a competitive salary, 26 days holiday, and a monthly bonus scheme.
- Other info: Work in a busy environment with excellent long-term stability and growth.
- Why this job: Gain autonomy in your role while making a real difference for clients.
- Qualifications: Experience as a Private Client Paralegal and strong IT skills required.
The predicted salary is between 30000 - 40000 £ per year.
Step into a busy, well-managed caseload with plenty of work ready to go. Broad private client role with real autonomy and no micro-management. Friendly, approachable team with hybrid working and strong long-term stability.
Here, you’ll genuinely handle the full spectrum, from wills and probate through to trusts, LPAs and Court of Protection matters, within a busy and established team that already has strong workflows and consistent demand. You’ll inherit a successful existing caseload from day one, with plenty of autonomy and support where needed. This would suit someone who enjoys running their own files, wants trust and flexibility, and prefers a down-to-earth environment over a corporate or heavily managed culture.
Who we’re looking for:
- Experienced Private Client Paralegal
- Experience running your own wills and probate caseload
- Broad private client experience desirable, including trusts, LPAs and probate
- Strong IT skills and comfortable working in a paper-light environment
- Organised, proactive and able to work independently
- Someone who enjoys autonomy and managing their own workload
What you’ll be doing:
- Managing a varied private client caseload
- Handling probate and estate administration matters
- Drafting wills and advising on tax mitigation
- Preparing LPAs and Court of Protection applications
- Advising elderly and vulnerable clients
- Supporting business development activity where appropriate
Salary & Benefits:
- Competitive salary depending on experience
- Hybrid working
- 26 days holiday plus bank holidays
- Monthly holiday bonus scheme
- Friendly and approachable team culture
- Busy caseload with strong long-term work pipeline
- Full-time permanent role
Contact Kelly Reid: kelly.reid@realmrecruit.com, 03300 245 606
Experienced Private Client Paralegal — Own Wills & Trusts in Whitefield employer: Realm Recruit Limited
Join a dynamic and supportive team at our Whitefield office, where you will enjoy the autonomy to manage a diverse private client caseload from day one. With a friendly culture, hybrid working options, and a strong focus on employee growth, we offer a rewarding environment that values your contributions and promotes work-life balance. Experience the satisfaction of handling a full spectrum of private client matters while being part of a well-established firm with a consistent demand for your expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Private Client Paralegal — Own Wills & Trusts in Whitefield
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, attend industry events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to private client work. Think about your past experiences with wills, trusts, and probate, and be ready to share specific examples that showcase your skills and autonomy.
✨Tip Number 3
Showcase your IT skills! Since the role involves working in a paper-light environment, make sure to highlight your proficiency with relevant software during interviews. Being tech-savvy can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining a friendly and supportive team like ours.
We think you need these skills to ace Experienced Private Client Paralegal — Own Wills & Trusts in Whitefield
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your experience with wills, probate, and trusts in your application. We want to see how you've managed your own caseload and the types of cases you've handled, so don’t hold back!
Be Yourself:We’re all about a down-to-earth environment, so let your personality shine through in your application. Share why you enjoy working independently and how you thrive in a flexible setting.
Tailor Your Application:Take a moment to tailor your CV and cover letter to match the job description. Mention specific skills like your strong IT abilities and how you’ve worked in a paper-light environment before.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you into our friendly team as soon as possible!
How to prepare for a job interview at Realm Recruit Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and probate law. Familiarise yourself with the specific tasks mentioned in the job description, like drafting wills and preparing LPAs. This will show that you're not just a good fit for the role but also genuinely interested in the work.
✨Showcase Your Autonomy
Since the role emphasises autonomy, be ready to discuss examples from your past where you've successfully managed your own caseload. Highlight how you organised your workload and made decisions independently, as this will resonate well with the firm's culture.
✨Be Approachable and Friendly
The team values a friendly atmosphere, so don’t shy away from showing your personality during the interview. Share anecdotes that reflect your approachable nature and how you’ve built rapport with clients, especially the elderly and vulnerable ones.
✨Prepare Questions
Have a few thoughtful questions ready about the firm’s approach to client care or their workflows. This not only shows your interest in the role but also gives you a chance to assess if the environment aligns with your preference for a down-to-earth culture.
