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Private Client / Paralegal - Client Facing

Inneo Recruitment Ltd
Posted 15 hours ago, valid for 23 days
Location

Bromley, Kent BR2 9HT, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

Retirement Plan
Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking a Paralegal for our Private Client team located primarily in Bexleyheath, with travel required to Dartford and Orpington offices.
  • The ideal candidate should have at least 12 months of experience in drafting and Lasting Powers of Attorney, along with a proven ability to manage a caseload.
  • Key responsibilities include taking client instructions for straightforward Wills, preparing and submitting draft documents promptly, and advising on Lasting Powers of Attorney.
  • The position offers a competitive salary and various benefits, including 25 days of holiday, a pension scheme, and employee assistance programs.
  • Candidates should possess good interpersonal skills, PC literacy, and the ability to work unsupervised, with a law degree or LPC preferred but not essential.

Paralegal Private Client

We are currently looking for a Paralegal to join our team. This role will be based at our Bexleyheath office, however it will involve travelling between all 3 of our offices; Dartford, Bexleyheath and Orpington.

Duties

The role includes but is not limited to the following:

  • To take instructions from clients at the office by prior appointment in relation to straightforward Wills.
  • Following the appointment, to prepare, explain and submit draft documents for approval as quickly as possible - ideally on the same day or within 24 hours.
  • To present the firm's account promptly and to secure immediate settlement.
  • To ensure that all enquiries outside the scope of "Easywill", involving complex trusts, IHT advice etc, are referred to senior members of the Private Client team.
  • To advise in relation to Lasting Powers of Attorney and to preparation and registration following signature.

The Candidate

  • Pleasant and courteous manner
  • Efficient and co-operative attitude
  • Diligent and conscientious approach to work
  • Ability to work unsupervised
  • Good interpersonal skills
  • Good organisational skills
  • PC literacy
  • Accurate keyboard skills
  • Must have some experience working within a busy Private Client department and must have at least 12 months of experience will drafting and Lasting Powers of Attorney experience and a proven track record of managing a caseload and meeting client and business expectations
  • A law degree/LPC desired, although not essential
  • Must be able to travel between offices.

Although the position will be based at their Bexleyheath office, you will also sometimes be working at other local locations Dartford and Orpington offices so a car owner driver would be ideal.

Hours are Monday to Friday 9am to 5.30pm with a one hour break for lunch.

Benefits include; Competitive salary, 25 days holiday plus a day off for birthday, pension scheme, employee assistance programme, optional healthcare cashback scheme, cycle to work scheme, regular social events, free eye tests and staff discounts on our legal services along with a family and friends referral scheme.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.