Probate Executive/experienced Paralegal – Private Client
As a result of a growing team, our Private Client team has a fantastic opportunity for a talented Probate Executive/experienced Paralegal to work alongside two very experienced lawyers in the Estate Administration section of our Private Client team.
Our experienced and approachable team works with families and professional advisers across the country. We are a sociable, friendly team – busy and hardworking, while ensuring a good work/life balance.
The work is varied and rewarding, with a good degree of autonomy and encouragement to develop.
You will need to be able to manage a busy case load of probate and estate administration work, including complex and high value estates. Under supervision you will deal with:
- Assisting with probate and estate administration, including:
- identifying, valuing and collecting in assets
- preparing legal statements and inheritance tax forms
- reporting estate income and capital gains to HMRC
- registering trusts with the Government’s TRS
- preparing and maintaining estate accounts and arranging distributions to beneficiaries in a timely manner
- Using case management programmes to run cases
- Liaising with clients (taking messages, arranging meetings etc.), so you should demonstrate professionalism, diplomacy and sensitivity in all your communications.
- Liaising with other professionals e.g. financial advisers and accountants
- Document production e.g. preparation of PowerPoint presentations and seminar materials, creating and updating Excel spreadsheets and marketing material
- Legal research
This is a busy role, with deadlines to manage and competing priorities, so you will be required to work quickly, accurately and efficiently and remain calm under pressure. You will be expected to think ahead to meet the needs of our lawyers and clients. You may also be involved in other activities as required, including helping other team members during busy periods, and to cover absences from work.
You will be encouraged to become strongly involved within the local marketing networks and you will be encouraged to participate in our programme of events. The role may include travel to visit clients in the local area.
The role will focus on other paralegal/NQ and administration duties, to help ensure the team provides the highest level of client experience. The role duties will involve assisting the team with their caseloads as appropriate as well as billing, document review and coordinating and attending meetings.
You will have a caring nature, seeing this role as more than a ‘job’, taking your responsibilities to our clients very seriously, whether the task is big or small. When it comes to individuals’ lives, every detail matters, so you will be someone who considers the wider implications of what you do, and who likes to go the extra mile.
You will be personable, approachable and with a genuine interest in dealing with individuals and their families.
This role involves some basic accountancy skills for reconciling client accounts, so good numeracy skills and a competent knowledge of Microsoft Excel is important.
You will also need strong written and oral communication skills, being able to adapt your style to communicate effectively with a wide range of clients and fellow professionals alike.
You will be exceptionally organised and used to working efficiently and accurately, in a busy and varied role. You pride yourself on your professionalism, with a personal touch and a high standard of honesty and integrity.
We are open to candidates from a variety of backgrounds. What is important is your attitude, personality fit and interest/knowledge in private client work. Training will be provided to enable you to succeed in this role and make a real difference to the lives of our clients.
What we offer:
- Hours: 37.5 hour working week, Monday to Friday (full time).
- Contract: Permanent
- Salary: Competitive
- Pension: 4% pension contribution
- Pay: Monthly
- Holiday: 25 days per annum
- An extra day’s holiday at Christmas and day off for your birthday
- Flexible working
- Development opportunities
GL Law (a trading name of Gregg Latchams Limited) is a national firm providing a wide range of legal services to both personal individuals and businesses. With roots dating back to the 1600’s, our headquarters are based in Bristol on prestigious Queen Square.
We are proud of our heritage and the reputation we have earned from always putting clients first. Personal relationships are key to our success, and we strive to remain focused on caring for both our clients and our staff as the GL Law business grows.
Our mantra is simply ‘We deliver. We care.’ Every member of our team must deliver to the very best of their ability and be prepared to go the extra mile for both colleagues and clients.
With a growing market presence and the support of two sister companies, GL Business Consultancy and GL Integrity Financial Planning, the future of GL Law is bright and offers exciting opportunities to individuals who share in our vision and drive.
On 1 October 2022, GL Law will merge with national firm Shakespeare Martineau as part of a long-term growth strategy. GL Law’s Bristol hub will become Shakespeare Martineau’s 11th office hub location, adding to its current presence in Birmingham, Stratford-upon-Avon, Solihull, Nottingham, Leicester, Lincoln, London, Milton Keynes, Sheffield and Glasgow and taking the firm into the Southwest of England for the first time. GL Law will adopt the Shakespeare Martineau brand, which is part of legal and professional services group Ampa.
GL Law is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
For an informal chat about this opportunity, please contact us by email: firstname.lastname@example.org.