Private Wealth - Paralegal

The role

Weightmans is seeking a Paralegal to join their Private Wealth team in Liverpool. This role will support solicitors with private client work, including estate planning and probate, and offers an opportunity for a paralegal with an interest in wealth management to develop their career within a top-ranked firm.

What you'll do

• Assist and support the team of solicitors on their caseloads of private client work
• Assist on solicitors’ caseloads of private client work, including high value/complex probate work, estate planning for high net worth individuals and contentious matters under supervision
• Run own small caseload of files under supervision (dependant on experience)
• Assist other solicitors and case handlers in the team and wider department with their cases
• Travel to and attend upon clients if required
• Prepare and file various correspondence, notes and documentation
• Assist with internally marketing the services of the team and wider department
• Achieve set financial and chargeable targets/KPIs
• Ensure relevant deadlines and quality measures are adhered to
• Comply with relevant Weightmans and client policies and procedures
• Work in accordance with Weightmans’ values

What we're looking for

Hiring contacts