Private Client Paralegal: Wills and Lasting Powers of Attorney

Private Client Paralegal: Wills and Lasting Powers of Attorney

Salary not available. View on company website.

AMD, Bristol

  • Full time
  • Permanent
  • Onsite working

Posted 6 days ago, 13 Jun | Get your application in now to be included in the first week's applications.

Closing date: Closing date not specified

job Ref: 6b6a777db57340c592d8b6f4f8f40125

Full Job Description

An exciting opportunity has opened to join our expanding Private Client Team. The position is to join a fast paced and friendly team based in our Bristol offices. Of particular benefit, the successful candidate will report directly to our Head of this department.,

  • Dealing with telephone enquiries from new and existing clients
  • Making calls out to clients and third parties on behalf of and at the direction of fee earners
  • Drafting Wills and Lasting Powers of Attorney under the supervision of fee earners
  • Maintain relationships with clients
  • Produce accurate documentation, reports and correspondence following standard office practices and precedents, to timescales required to meet clients service levels with the agreement of the fee earner
  • Ensure that files are maintained in a good order and that clients are kept informed at frequent intervals of progress on matters, including being supplied with periodic case updates
  • Assisting with legal research
  • Opening of New Files
  • Carrying out compliance checks of all new clients
  • Assisting with the billing process including raising billing guides for fee earners and forwarding invoices to clients
  • Dealing with BACs forms for fee earners
  • Ensuring work is maintained at a high level of quality throughout so as to promote the reputation of the firm
  • This role is opened as a full-time role and in office, predominantly in our Henleaze office but with scope to gain experience in all offices. Career development The ideal candidate should be open to developing their marketing and business development skillset with the support of the marketing team. The candidate has scope to be involved with marketing strategies and initiatives to shape the department and develop sources of work.

    You will be enthusiastic and will have a good degree of resilience and composure to provide a high quality and professional service to our clients and members in the department. You will be part of a small, friendly team and valued for your individual contribution with support to develop your skills and experience in this area of law. The role The ideal candidate for this role should have a strong academic background and at least a law degree or equivalent, with some prior paralegal experience in this area of law. The successful applicant should be able to manage a busy caseload and possess:
  • A passion for this area of law and ambition to grow their caseload
  • a clear understanding and ability to apply Wills and LPA laws
  • Strong verbal and written communication skills
  • The ability to build strong relationships with clients and team members
  • Ability to work unsupervised within scope of instructions from fee earners
  • A commitment to thorough drafting and attention to detail
  • Solid interpersonal skills and a sympathetic understanding of client needs in this area of law
  • Excellent team work
  • Excellent time management skills
  • Excellent IT skills with solid use of word and excel

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