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Senior Paralegal - Private Client
full-timeOldham

Summary

Location

Oldham

Type

full-time

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About this role

We are seeking an experienced Senior Paralegal to join our busy and well-regarded Private Client team. This permanent, full-time role is based in the Oldham area with flexible hybrid working options available. The successful candidate will take responsibility for managing a varied private client caseload, providing high-quality technical and client-facing support to fee earners and delivering excellent client service across wills, trusts, probate and estate administration matters.

This role has so much opportunity to progress, with clear opportunity in the future.

Working pattern: Monday to Friday, hybrid working available.

Key responsibilities:

  • Manage a varied private client caseload including wills, trusts, estate administration, probate applications (including obtaining Grants of Representation), intestacy, administration of estates and post-death client care.

  • Draft, review and execute wills, trust deeds, lasting powers of attorney and other estate planning documents, ensuring accuracy and compliance with relevant legislation and firm procedures.

  • Prepare probate applications (PA1P/PA1A), affidavits, inheritance tax forms, estate accounts and correspondence; liaise with HMRC, banks, executors, beneficiaries and other third parties to progress matters efficiently.

  • Conduct detailed asset and title investigations, obtain valuations, identify liabilities and advise on practical steps for estate administration including distribution of assets and resolving entitlement issues.

  • Maintain accurate and up-to-date electronic and paper file records, ensuring compliance with the firm’s risk, compliance and document retention policies and completing time recording and billing information in a timely manner.

  • Liaise with professional advisers, financial institutions, tax authorities and other stakeholders to obtain required information and progress client matters.

  • Identify and implement process improvements to enhance efficiency, client experience and risk controls within the team.

  • Deliver excellent client care by managing expectations, providing clear and pragmatic updates and handling telephone and email enquiries professionally.

  • Ensure adherence to Anti-Money Laundering, data protection and other regulatory obligations; carry out client onboarding and identity verification in line with firm procedures.

Key skills and experience required:

  • Proven experience as a Senior Paralegal or equivalent in a private client team within a law firm or in-house legal setting, with a strong track record of managing complex wills, trusts, court of protection, and probate matters.

  • Excellent technical knowledge of wills, probate procedure, trusts, lasting powers of attorney and inheritance tax matters.

  • Experience preparing probate applications, estate accounts, inheritance tax returns and complex estate documentation with high attention to detail and accuracy.

  • Strong organisational skills with the ability to manage a varied caseload, prioritise competing demands and meet deadlines under pressure.

  • Excellent written and verbal communication skills, with the ability to explain complex legal issues clearly and sensitively to clients and other stakeholders.

  • Proactive, collaborative and able to work independently as well as part of a team; demonstrable commitment to providing exceptional client care.

  • Digital literacy, including experience with legal case management systems and Microsoft Office; familiarity with electronic filing and document management systems advantageous.

  • Strong compliance awareness, including experience of AML checks, identity verification and maintaining confidentiality on sensitive matters.

Benefits and development:

  • Competitive salary dependent on experience with clear opportunities for professional progression and increased responsibility within the team.

  • Flexible hybrid working arrangements and a supportive, collaborative working culture.

  • Support for training and professional development, including attendance at relevant courses, conferences and assistance with professional qualifications where applicable.

  • Opportunities to work on a diverse range of private client matters and to develop broader technical and client management skills.

Other facts

Tech stack
Senior Paralegal,Wills,Trusts,Probate,Estate Administration,Client Care,Organizational Skills,Communication Skills,Digital Literacy,Compliance Awareness

About Mallory Pryce

What you'll do

  • The successful candidate will manage a varied private client caseload, including wills, trusts, and probate matters. They will provide high-quality support to fee earners and ensure excellent client service.

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Frequently Asked Questions

What does a Senior Paralegal - Private Client do at Mallory Pryce?

As a Senior Paralegal - Private Client at Mallory Pryce, you will: the successful candidate will manage a varied private client caseload, including wills, trusts, and probate matters. They will provide high-quality support to fee earners and ensure excellent client service..

Why join Mallory Pryce as a Senior Paralegal - Private Client?

Mallory Pryce is an innovative company offering exciting career opportunities. The Senior Paralegal - Private Client position is a great chance to make an impact and grow your career.

Is the Senior Paralegal - Private Client position at Mallory Pryce remote?

The Senior Paralegal - Private Client position at Mallory Pryce is based in Oldham, England, United Kingdom. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Paralegal - Private Client position at Mallory Pryce?

You can apply for the Senior Paralegal - Private Client position at Mallory Pryce directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Mallory Pryce on their website.