Paralegal - Private Client Advisory at Irwin Mitchell

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The role

Paralegal in Irwin Mitchell's Private Client Advisory Team in London, United Kingdom. This role supports the team in delivering legal advice and services to clients, with a focus on assisting vulnerable adults with financial estates and managing estates for deceased individuals.

What you'll do

Take initial instructions from clients and advise on legal action and alternatives
Draft appropriate LPA/EPA registration forms/COP application forms and take forward applications
Keep the client informed as required by firm procedures
Assist with tasks on Deputy/Attorney management matters including reconciliation of bank statements, preparation of annual Deputy Reports and compliance with COP/OPG deadlines
Complete claims for Local Authority funding or arrange CHC assessment and arrange annual benefits and financial reviews
Attend at client properties to inspect, arrange valuations, etc
Arrange payment of invoices on Deputy/Attorney management matters
Take initial calls from prospective clients, accurately record their enquiry and liaise with qualified colleagues
Obtain details from prospective clients to initiate the new matter opening process
Draft initial letters to institutions that hold assets for clients, including deceased persons
Draft/complete closure forms relating to assets held in a deceased person’s estate
Create and update schedules of assets and liabilities
Assist with the management of estate administration files including file opening and compliance, dealing with correspondence, telephone calls, filing documentation and maintaining the digital file
Facilitate financial transactions, input personal and financial data on the case management system and archive files
Complete both paper and on-line probate applications
Draft documents under the supervision of a qualified member of the estate planning team
Communicate with other professional organisations/ asset providers in writing and on the telephone
Handle original documents including wills, LPAs, death certificates, grants of representation and other legal documents
Assist team with any other tasks required

What we're looking for

Law degree, or equivalent legal knowledge gained through relevant legal work experience

Ability to communicate clearly and professionally with clients, colleagues and external organisations, both verbally and in writing

Strong attention to detail and ability to produce accurate work when managing legal, financial, and personal information

Ability to organise and prioritise a varied workload, meeting deadlines and following established procedures

Demonstrable ability to work collaboratively within a team while using initiative appropriately within agreed levels of supervision

Competent IT skills, including experience of using Microsoft Office applications and electronic case or document management systems

Experience working within Private Client, Estate Administration, or a similar legal environment· nice to have

Knowledge of Lasting Powers of Attorney (LPA), and estate administration processes· nice to have

Experience working in a client-facing role, with the ability to communicate professionally and provide an excellent standard of client service· nice to have

Benefits

25 days' holiday as standard, rising to 28 days depending on role level, plus bank holidays and the option to purchase additional leave

Opportunities to share in firm's success through annual pay and bonus review processes for eligible colleagues

Westfield Health and Digital GP access

Competitive pension arrangements

Two paid volunteering days every year

Access to a range of colleague discounts and lifestyle benefits

Paralegal - Private Client Advisory

The role

What you'll do

What we're looking for

Benefits

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