Lifetime Planning Paralegal

AJ Chambers represents a Top Law Firm seeking a Paralegal to join the Lifetime Planning team.

Our Lifetime Planning team helps our clients put plans and systems in place to ensure their wishes are granted and their families are provided for in the future. Their work includes Wills, Trusts, Probate, Powers of Attorney and Court of Protection.

Main duties include:

• Liaising with the client on behalf of the fee-earners either directly or by telephone or email and dealing with any queries relevant to the client. This may involve taking instructions from the client on behalf of the lawyers
• Assisting with drafting legal documentation and correspondence as required working alongside other team members
• Taking on responsibility for the day to day administrative running of matters working in conjunction with the lawyers and support teams to produce invoices, letters and documents
• Having direct contact with clients and third parties. This will include meeting them face to face, dealing with telephone calls and responding to emails and letters
• Attending client meetings to support other lawyers in the team, to ensure, in particular, that accurate records are kept of those meetings and action points are recorded, communicated and met

Ideally, you will have:

• At least one year of experience in a similar Lifetime Planning Paralegal position
• An excellent academic record
• Strong team playing skills with the ability to work as part of a team in a fast-paced environment, where you will be required to meet tight deadlines
• Ability to listen and explain legal concepts to clients with clarity
• Courteous and efficient telephone manner
• Ability to display empathy to clients

For more information, please apply directly or contact Jess at AJ Chambers.