Senior Paralegal - Wills and Lasting Power of Attorney

Careers Senior Paralegal - Wills and Lasting Power of Attorney

Senior Paralegal - Wills and Lasting Power of Attorney

Hybrid

About the job

Role overview:

Reporting to: Private Wealth Team Leader

Product / Service: Highly-Respected Law Practice for High Net Worth Individuals

Culture: Inspiring a forward-thinking working environment with a people-focused culture.

We are seeking a dynamic individual with a versatile and agile mindset to join our team. The ideal candidate will thrive in a fast-paced setting, demonstrating flexibility and creativity in their work while contributing to team objectives.

Structure: Limited company. Part Employee-Owned.

MAIN PURPOSE OF THE ROLE:

We're seeking an experienced paralegal to join our team, focusing on a fee-earning role in non-complex Will and Lasting Power of Attorney (LPA) drafting.

In this position, you'll provide direct support to your team members to ensure they can operate at peak efficiency. This will include, but will not be limited to, the main responsibilities given below. The paralegal is expected to use a high degree of self-management and initiative.

ESSENTIAL CHARACTERISTICS

• Excellent IT skills including a good knowledge of Microsoft Office
• Punctual and reliable
• Able to work and thrive in a busy but friendly and supportive environment
• Positive, optimistic and hardworking
• Passion for delivering a high-quality clientand administrative service
• Excellent attention to detail
• Great team working and keenness to help colleagues
• Excellent organisational and time management skills with the ability to prioritise own workload
• Proven track record of advising clients and drafting non-complex Wills and LPAs
• Confident in communicating with clients

KEY TASKS

• To assist with the following: gathering asset information, asset valuation, liaising with clients and third parties; client visits; preparation of Lasting Powers of Attorney and Wills (under the supervision of senior fee earners)
• To take an active role in our upcoming 'Will Bank Data Cleanse' project, in which we'll be reaching out to our long-standing existing client base to offer a valuable service, ensuring our clients' estate plans remain up-to-date and reflect their current wishes and circumstances.
• Prepare correspondence and documents as instructed
• Adhere to company procedures relating to file opening, observance of money laundering and other compliance procedures, and matter management
• Liaise with clients in a professional and friendly manner in keeping with the firm's standards for client care
• Undertake any specific training when required to do so
• Ensure the confidentiality of all the firm's and clients' documentation and information
• Attend and participate in departmental and office meetings when required
• Undertake any other duties as are reasonably required within the course of your employment
• Adhering to and promoting Hedges' values at all times

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, sex (gender), marital status, religion or belief, race (including colour, nationality, ethnic or national origins), sexual orientation, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity.

If this sounds like a role for you, please send us your CV and a little bit about yourself to and we'll be in touch.