Senior Private Client Paralegal
5 days ago
Tunbridge Wells
Senior Private Client Paralegal\n \n Location: Tunbridge Wells, Kent \n Salary: Competitive salary + excellent benefits package \n Job Type: Full-time, Permanent \n A highly respected regional law firm in Tunbridge Wells is seeking an experienced Senior Private Client Paralegal to join its successful Private Client team. \n This is an excellent opportunity for a talented Private Client professional to join a firm with an outstanding reputation for delivering high-quality legal advice and exceptional client service. You will manage a varied caseload, working alongside experienced solicitors within a supportive and professional environment. The Role\n The successful candidate will handle a broad range of Private Client matters, providing expert support and guidance to clients throughout the estate planning and administration process. Key Responsibilities\n Wills & Estate Planning \n\n • Conduct client meetings and provide clear advice on estate planning options, including inheritance tax planning.\n, • Draft wills of varying complexity, including mirror wills, discretionary trusts, life interest trusts, and business property provisions.\n, • Prepare supporting documents such as letters of wishes, guardianship clauses, and severance of joint tenancy forms.\n, • Advise on Lasting Powers of Attorney (LPAs) and assist with registration where required.\n, • Ensure all documentation is prepared accurately and in line with professional standards.\n\n Probate & Estate Administration \n\n • Advise executors and administrators throughout the probate and estate administration process.\n, • Prepare grant applications, including grants of probate and letters of administration.\n, • Value estates, identify assets and liabilities, and prepare inheritance tax documentation where required.\n, • Manage estate administration from initial instruction through to final distribution.\n, • Liaise with financial institutions, beneficiaries, HMRC, HM Land Registry, and other third parties.\n, • Prepare estate accounts and deal with Trust Registration Service requirements where applicable.\n, • Identify potential contentious probate issues and escalate appropriately.\n\n Caseload & Client Management \n\n • Manage a varied personal caseload efficiently, meeting deadlines and service standards.\n, • Maintain regular communication with clients and third parties, providing clear updates throughout matters.\n, • Accurately record time, support billing processes, and contribute to departmental targets.\n, • Assist with supervision and development of junior team members where appropriate.\n, • Support business development and client relationship initiatives.\nThe Ideal Candidate\n The successful candidate will have: \n\n • Strong experience within a Private Client department.\n, • Excellent knowledge of wills, probate, estate administration, trusts, and estate planning.\n, • The ability to manage a caseload independently from instruction through to completion.\n, • Strong drafting skills with excellent attention to detail.\n, • Excellent communication and client care skills.\n, • A professional and empathetic approach when dealing with sensitive client matters.\n, • Experience using case management systems and legal technology, including MyHMCTS.\nProfessional Standards & Compliance\n You will be expected to maintain high standards of professional practice, including: \n\n • Compliance with SRA Standards and Regulations.\n, • Following AML, client due diligence, and data protection requirements.\n, • Maintaining accurate file records and documentation.\n, • Adhering to firm procedures and recognised Private Client best practice.\n, • Keeping knowledge current through ongoing training and professional development.\nWhat’s on Offer\n\n, • Competitive salary based on experience.\n, • Excellent benefits package.\n, • Opportunity to join a highly regarded regional law firm.\n, • Supportive and collaborative working environment.\n, • Career development opportunities.\n, • The chance to work within a respected and growing Private Client team.\n\n If you are an experienced Senior Private Client Paralegal looking for your next career move with a leading regional firm in Tunbridge Wells, we would welcome your application.