Paralegal - Private Wealth

Paralegal - Private Wealth

Exeter Full-Time 30000 - 42000 £ / year (est.) No home office possible
Go Premium
T

At a Glance

  • Tasks: Assist with probate administration, client correspondence, and document preparation.
  • Company: Join Trowers & Hamlins, a leading international law firm with a commitment to diversity.
  • Benefits: Enjoy flexible working options and a supportive team environment.
  • Why this job: Gain valuable experience in private wealth while making a real impact for clients.
  • Qualifications: Strong communication skills and a willingness to learn; previous experience is a plus.
  • Other info: Entry-level position with opportunities for career development in a dynamic legal setting.

The predicted salary is between 30000 - 42000 £ per year.

Join to apply for the Paralegal – Private Wealth role at Trowers & Hamlins

OverviewTrowers & Hamlins is a City-led, international and national law firm with over 180 partners and 1000 staff. With offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate, Litigation, Tax, Banking and Finance, Real Estate and Private Wealth.

We\\\’ve always been proud of our commitment to equity, diversity and inclusion and value the variety of our partnership. We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. Our strategic direction is shaped by a desire to grow our business in a way that is responsible and sustainable and has the principles of ESG at its core, guiding the way we operate firmwide.

The Office

Established in 1984 and located in the heart of the City our Exeter office has evolved into a full-service law firm and the first point of call for many corporate and individual clients in the South West and beyond.

Our expertise takes in both public and private sectors, with a particular focus on Real Estate – both residential and commercial property. We have teams who advise on construction, employment, litigation and dispute resolution, property finance, and corporate advice.

We are also well known for our work in wealth management, residential property conveyancing, and agriculture. We are an acknowledged expert in specialist travel insurance law.

Our Exeter office is home to a team of 148 staff, led by 24 partners. Our locally based lawyers have a deep understanding of what matters to clients in the South West. In turn, our clients choose us for our high levels of service and expertise, and also for the value for money we can offer by utilising our regional teams.

We have an enviable reputation for bringing public and private and charity sectors together in innovative joint ventures. Our in-depth understanding of the public sector and the rules and regulations it operates within, as well as the commercial drivers for our private sector clients, means we can find practical and workable solutions, and do so efficiently and economically.

The TeamWe work with a wide range of families, individuals, trustees, and those in the private wealth advisory sector. Each is unique, but what they all share is the need for practical advice to enable them to plan for the future and tackle arising challenges.

Inheritance is an important issue everywhere in the world and laws and conventions vary. What is consistent is our experience of our clients\’ needs. We use that to help them pass wealth on in a fair and efficient way at the right time for them.

The RoleAs our department continues to grow, we have an opportunity for a paralegal to join the team in Exeter.

Acting for individuals, companies and trusts both in the UK and internationally, we undertake all types of private client work including the preparation of Wills, Powers of Attorney, Domestic Trusts, probate and income and capital tax planning. Internationally, we advise on residence and domicile planning and structuring both inbound and outbound.

The role is primarily office based but as you gain knowledge and experience there will be the opportunity to work from home for part of the time.

What you will be doing

Probate administration including correspondence with institutions;

Payment of liabilities and legacies;

Dealing with receipt of funds;

Preparation of powers of attorney;

Assisting with attorney administration and trust administration matters

Filing of documents, correspondence and other documentation;

File opening, archiving and billing

Scheduling and compiling bibles of documents;

Attending clients to sign documents including wills;

Liaising and maintaining effective client relationships;

Pro-active participation in marketing initiatives; and

Ensuring files are managed in compliance with Lexcel procedures.

What you will needThe firm has a Career Development Framework which sets out the competencies we expect of those at the Paralegal grade. In particular for this role we require:

Strong client focus and service delivery;

Drive and enthusiasm;

Ability to prioritise work effectively and meet deadlines;

Good communication skills both oral and written;

A strong team player with an ability to work collaboratively with colleagues at all levels;

A positive and proactive attitude;

Flexibility and commitment;

A willingness to learn;

Strong attention to detail with a methodical and logical approach;

Previous experience of private client matters is desirable as a paralegal or legal secretary;

We would consider an entry level paralegal with a willingness to develop general Private Wealth knowledge;

Previous experience in dealing directly with clients is also preferable.

Trowers & Hamlins is an equal opportunities employer and values equity, diversity and inclusion. All applications will be considered on merit and the applicant\\\’s suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.

If you require any further information on any of our vacancies or would like to discuss any adjustments or additional support that you might need either during the recruitment process or after the offer stage, please feel free to contact our recruitment team on recruit@trowers.com

As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.

Seniority level

Entry level

Employment type

Full-time

Job function

Legal

Industries

Law Practice and Legal Services

We are committed to equal opportunity and welcome applications from all suitably qualified individuals.

#J-18808-Ljbffr

Paralegal - Private Wealth employer: Trowers & Hamlins

Trowers & Hamlins is an exceptional employer, offering a dynamic work environment in the heart of Exeter, where you can thrive as a Paralegal in Private Wealth. With a strong commitment to equity, diversity, and inclusion, the firm fosters a collaborative culture that values your unique talents while providing ample opportunities for professional growth and development. Enjoy the benefits of working in a supportive team, engaging with a diverse client base, and contributing to innovative solutions in private client matters, all while enjoying the flexibility of hybrid working arrangements.
T

Contact Detail:

Trowers & Hamlins Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paralegal - Private Wealth

✨Tip Number 1

Familiarise yourself with the specific areas of private wealth law that Trowers & Hamlins focuses on, such as probate administration and tax planning. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.

✨Tip Number 2

Network with current or former employees of Trowers & Hamlins to gain insights into the company culture and expectations for the Paralegal role. This can provide you with valuable information that you can use to tailor your approach when applying.

✨Tip Number 3

Showcase your client-facing experience by preparing examples of how you've successfully managed client relationships in previous roles. This is particularly important for a position that requires strong client focus and service delivery.

✨Tip Number 4

Stay updated on current trends and changes in private wealth law, especially those affecting inheritance and estate planning. Being knowledgeable about recent developments will not only impress your interviewers but also show your commitment to continuous learning in this field.

We think you need these skills to ace Paralegal - Private Wealth

Strong Client Focus
Excellent Communication Skills
Attention to Detail
Ability to Prioritise Work
Team Collaboration
Proactive Attitude
Flexibility and Commitment
Willingness to Learn
Methodical Approach
Experience with Private Client Matters
Client Relationship Management
Document Preparation and Filing
Knowledge of Probate Administration
Understanding of Wills and Powers of Attorney

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Paralegal - Private Wealth position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the requirements of the role. Emphasise any previous work in private client matters or legal environments, and showcase your strong attention to detail.

Craft a Compelling Cover Letter: Write a cover letter that not only expresses your enthusiasm for the role but also demonstrates your understanding of Trowers & Hamlins' values, particularly their commitment to equity, diversity, and inclusion. Mention specific experiences that illustrate your client focus and service delivery.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a paralegal role.

How to prepare for a job interview at Trowers & Hamlins

✨Research the Firm

Before your interview, take some time to research Trowers & Hamlins. Understand their values, areas of expertise, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the firm.

✨Prepare for Common Questions

Anticipate common interview questions for a paralegal role, such as your understanding of probate administration or how you handle client relationships. Practising your responses can help you articulate your thoughts clearly during the interview.

✨Showcase Your Attention to Detail

Given the nature of private wealth work, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulousness made a difference, whether in legal documents or client interactions.

✨Demonstrate Your Team Spirit

Trowers & Hamlins values collaboration. Be ready to share instances where you've successfully worked as part of a team, highlighting your ability to communicate and support colleagues effectively.

Paralegal - Private Wealth
Trowers & Hamlins
Location: Exeter
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

T
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>