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Paralegal - Private Client

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Shakespeare Martineau

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Location:
United Kingdom, Birmingham

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Category:
Legal

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Our award winning, highly skilled and experienced Private Capital group provide a wide range of services and advice to empowering families to define their unique long-term goals and legacy. We undertake various Family and Private Client work at all levels and across many sectors. Our Private Client team, including 13 members of STEP (Society of Trust and Estate Practitioners) offers advice on the following areas of Private Client law: Capital Tax planning including advising on the most appropriate structures via Wills, Trusts & Family Investment Companies, the creation and administration of Trusts including tax compliance, accounting services and professional Trusteeship, administration of estates (simple to complex), Lasting Powers of Attorney and Court of Protection work, the creation and administration of Charitable Foundations and personal tax advice and compliance.

Job Responsibility:

  • assisting with probate and estate administration cases, running your own cases where appropriate and under supervision
  • Using case management programmes to run cases
  • Liaising with clients (taking messages, arranging meetings etc.)
  • 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 spread sheets
  • marketing material
  • Legal research
  • handle your own cases
  • manage deadlines and competing priorities
  • work quickly, accurately and efficiently and remain calm under pressure
  • think ahead to meet the needs of our lawyers and clients
  • help others team members during busy periods, and to cover absences from work
  • travel to visit clients in the local area

Requirements:

  • 6 months’ previous experience in a legal team [and/or area of law]
  • experience of [detail as relevant]
  • working knowledge at basic level of terminology and documents used in [detail if relevant] transactions
  • caring nature
  • personable, approachable and with a genuine interest in dealing with individuals and their families
  • good numeracy skills and a competent knowledge of Microsoft Excel
  • strong written and oral communication skills
  • exceptionally organised and used to working efficiently and accurately
  • professionalism, with a personal touch and a high standard of honesty and integrity
  • Probate Estate Administration experience
What we offer:
  • agile working
  • blended approach to where and how we work
  • flexible working

Additional Information:

Job Posted:
December 12, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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