Paralegal - Private Wealth in Exeter

Paralegal - Private Wealth in Exeter

Exeter Entry level 28800 - 43200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Assist with probate administration, prepare legal documents, and maintain client relationships.
  • Company: Join Trowers & Hamlins, a leading international law firm with a commitment to diversity.
  • Benefits: Full-time role with opportunities for remote work and professional development.
  • Why this job: Make a real impact in private wealth management while growing your legal expertise.
  • Qualifications: Strong communication skills and a willingness to learn; previous experience is a plus.
  • Other info: Dynamic team environment with excellent career growth opportunities.

The predicted salary is between 28800 - 43200 £ per year.

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

Trowers & 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 have always been proud of our commitment to equity, diversity and inclusion and value the variety of our partnership. 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 are also well known for our work in wealth management, residential property conveyancing, and agriculture.

The Team: We 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.

The Role: As 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.

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;
  • Ensuring files are managed in compliance with Lexcel procedures.

What you will need: The 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.

Paralegal - Private Wealth in Exeter employer: Trowers & Hamlins

Trowers & Hamlins is an exceptional employer, offering a dynamic work environment in the heart of Exeter, where employees are valued for their unique talents and contributions. With a strong commitment to equity, diversity, and inclusion, the firm fosters a collaborative culture that encourages professional growth through its Career Development Framework. Employees benefit from a supportive atmosphere, competitive remuneration, and the opportunity to engage in meaningful work within a leading law firm known for its expertise in private wealth and client-focused service.
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Contact Detail:

Trowers & Hamlins Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching Trowers & Hamlins and understanding their values, especially around equity, diversity, and inclusion. Tailor your responses to show how you align with their mission and what you can bring to the Private Wealth team.

✨Tip Number 3

Practice your communication skills! Whether it’s answering common interview questions or discussing your experience, being articulate and confident will set you apart. Consider mock interviews with friends or mentors to polish your delivery.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Trowers & Hamlins.

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

Client Focus
Service Delivery
Communication Skills
Team Collaboration
Attention to Detail
Time Management
Proactive Attitude
Flexibility
Willingness to Learn
Private Client Matters Knowledge
Document Preparation
Probate Administration
Trust Administration
Legal Compliance

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Paralegal - Private Wealth role. Highlight relevant experience, especially in private client matters, and showcase your strong client focus and service delivery skills.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for our team. Share your enthusiasm for the role and how your skills align with what we’re looking for. Don’t forget to mention your willingness to learn and grow!

Showcase Your Communication Skills: Since good communication is key in this role, make sure your written application reflects that. Use clear and concise language, and double-check for any typos or errors before hitting send.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!

How to prepare for a job interview at Trowers & Hamlins

✨Know Your Stuff

Before the interview, make sure you understand the basics of private wealth law and the specific services Trowers & Hamlins offers. Brush up on topics like wills, trusts, and probate administration. This will show your genuine interest in the role and help you answer questions confidently.

✨Showcase Your Client Focus

Since this role requires strong client service skills, think of examples from your past experiences where you’ve successfully dealt with clients. Be ready to discuss how you prioritised their needs and delivered excellent service, as this will resonate well with the firm's values.

✨Demonstrate Team Spirit

Trowers & Hamlins values collaboration, so be prepared to talk about your experiences working in teams. Share specific instances where you contributed to a group project or helped a colleague, highlighting your ability to work well with others.

✨Ask Thoughtful Questions

At the end of the interview, have a few insightful questions ready. Inquire about the firm’s approach to equity and diversity or ask how they support paralegals in their career development. This shows that you’re not only interested in the role but also in the firm’s culture and values.

Paralegal - Private Wealth in Exeter
Trowers & Hamlins
Location: Exeter
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