Paralegal - Wills + Probate

• Provide clear, competent, and efficient advice to Private Clients
• Supervise, support, and train a team of Paralegals and Legal Assistants
• Successfully lead the delivery of team Key Performance Indicators (KPIs)
• Advise clients on Drafting Wills, Asset protection trusts in Wills, Letters of Wishes, Lasting Powers of Attorney
• Supervise and assist in training less experienced Paralegals and Legal Assistants
• Develop and utilize systems for workflow and case management to ensure efficient legal service delivery and excellent customer care
• Oversee team performance targets and undertake other duties as directed by the Partners and Head of Department (HoD)
• Maintain exceptional standards of quality and client care
• Adhere to all policies and procedures in the Staff Handbook
• Identify and report risks to the COLP, COFA, or Money Laundering Reporting Officer where necessary

• Drafting Wills and Lasting Powers of Attorney (LPAs)
• Understanding of trusts in Wills
• Supervision of junior team members
• Ability to identify areas of client risk
• Qualification to postgraduate level
• Team management and supervision
• Strong client interpersonal skills and empathetic approach
• Ability to prepare documents concisely and efficiently
• Understanding of KPIs and data
• Identify better ways of working
• Manage business risk when processing instructions
• Proactively engage with other areas of the business

Managing data and KPIs