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ROLE: Wealth Protection/Court of Protection Paralegal
LOCATION: Chester
SALARY: DOE
Due to continued growth and expansion, we are looking for a talented paralegal with a passion for Court of Protection and Wealth Protection to join our Wealth Protection team reporting to our Wealth Protection Partner/Head of Court of Protection. expansion is evident through our recent opening of our London and Chester offices.
This is a full-time position based at our Chester office. This is a fantastic opportunity with a well-established firm that offers excellent training and career prospects. We envisage that the successful candidate in this role could potentially secure a Training Contract/SQE Contract after 12 months of service. This will be dependent on performance and business need.
We also pride ourselves on our company culture and our employee values of kindness, collaboration, ambition, flexible working and trust.
Key Responsibilities:
Liaison with clients and third parties to include taking initial instructions
Prepare HMRC and Court documentation
Assist with client satisfaction and billing
Maintaining estate accounts and general client budgets with accuracy and attention to detail
Document control - maintaining accurate records and files on our case management system
Be understanding and act in a sensitive and sympathetic manner
Paying invoices and processing financial transactions on behalf of clients
Be responsible for recording all time on the file and documenting work undertaken
Ensuring compliance with file management
Promote the business, seeking opportunities to cross-refer opportunities
Key Skills:
Legal experience as a Paralegal is advantageous but not essential
Demonstrate a passion for Court of Protection and Wealth Protection
Estate administration experience
A strong academic background
Strong IT skills including MS Word and Excel
Excellent communication skills
Team player, with the ability to be self-motivated and professional
Excellent analytical and organisational skills
Ability to use own initiative
Organised and able to comply with deadlines
BENEFITS
We offer a flexible agile working environment, alongside a competitive salary and benefits package including 25 days holiday allowance (excluding bank holidays), pension scheme, healthcare cash plan, life assurance and bonus scheme.
