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estate planning paralegal
Atlas Recruitment Group Limited
Probate Manager
Atlas Recruitment Group Limited Leicester, Leicestershire
Senior Probate Case Manager - 27k- 30k DOE, fully remote working but can offer office based if wanted. Location Leicester. Responsibilities: Develop and maintain client relationships. Review and approve estate accounts. Draft, collate and summarise any supporting legal and financial documentation. Conduct research where necessary on relevant laws, regulations and legal articles to ensure the accuracy of advice and the procedure. Manage an independent case load. To work collaboratively as part of a team assisting and mentorship of paralegals. Corresponding with solicitors, courts, LR, OPG and other 3rd party companies as appropriate to each case. Deal with routine and difficult enquiries effectively and efficiently and ensure that any client complaints are dealt with both professionally and promptly. Skills Required: Probate Fee Earner with at least 4 years PQE in probate and estate administration, should be confident in handling all aspects of associated transactions. Minimum of 4+ years of running a probate caseload. Utilise and maintain case management system. Conveyancing experience, sales of properties, management of the client's estate. Confident drafting legal documents, statements and decision making. My client, a successful estate planning team of Legal experts are looking for a Probate Case Manager to join an expanding team. We are looking for someone with at least 4 years of probate casework experience. If you are interested in the role, please 'APPLY' and submit your CV for immediate consideration.
Oct 06, 2025
Full time
Senior Probate Case Manager - 27k- 30k DOE, fully remote working but can offer office based if wanted. Location Leicester. Responsibilities: Develop and maintain client relationships. Review and approve estate accounts. Draft, collate and summarise any supporting legal and financial documentation. Conduct research where necessary on relevant laws, regulations and legal articles to ensure the accuracy of advice and the procedure. Manage an independent case load. To work collaboratively as part of a team assisting and mentorship of paralegals. Corresponding with solicitors, courts, LR, OPG and other 3rd party companies as appropriate to each case. Deal with routine and difficult enquiries effectively and efficiently and ensure that any client complaints are dealt with both professionally and promptly. Skills Required: Probate Fee Earner with at least 4 years PQE in probate and estate administration, should be confident in handling all aspects of associated transactions. Minimum of 4+ years of running a probate caseload. Utilise and maintain case management system. Conveyancing experience, sales of properties, management of the client's estate. Confident drafting legal documents, statements and decision making. My client, a successful estate planning team of Legal experts are looking for a Probate Case Manager to join an expanding team. We are looking for someone with at least 4 years of probate casework experience. If you are interested in the role, please 'APPLY' and submit your CV for immediate consideration.
Estate Planning Paralegal
TSR Legal - South West Bristol, Somerset
Wills and Estate Planning Paralegal Location: Remote (Following initial training) Linked to offices in Manchester and Bristol Contract: Full-time, Permanent Are you an experienced Wills and Estate Planning Paralegal looking to join a collaborative and fast-paced legal services team? TSR Legal are proud to be working with a leading regional practice who are now expanding their team and are looking f click apply for full job details
Oct 04, 2025
Full time
Wills and Estate Planning Paralegal Location: Remote (Following initial training) Linked to offices in Manchester and Bristol Contract: Full-time, Permanent Are you an experienced Wills and Estate Planning Paralegal looking to join a collaborative and fast-paced legal services team? TSR Legal are proud to be working with a leading regional practice who are now expanding their team and are looking f click apply for full job details
Thrive Group
Private Client Paralegal
Thrive Group Upton Lovell, Wiltshire
Thrive Group are delighted to be working with our client in Chippenham who is actively looking to recruit a Private Client Fee Earner - to join the team. We are seeking an experienced and personable Private Client Fee Earner to join our friendly and supportive team. You will be confident managing your own caseload and providing expert advice to a wide range of clients. What you will be doing: You will handle a varied caseload of private client matters, offering high-quality, empathetic legal advice. The ideal candidate will be experienced in: Wills and estate planning Probate and estate administration Trusts Lasting Powers of Attorney Court of Protection work Inheritance Tax planning What you will need to succeed: A Fee Earner or Paralegal or legal executive with 2+ years' experience in private client law Strong technical knowledge and attention to detail Excellent client care and communication skills A proactive and self-motivated approach What you will receive in return: Competitive Salary and bonus Generous holiday allowance - 28 days + 8 bank holidays Supportive team with a strong referral network Opportunity to grow your own client base alongside an existing caseload Genuine scope for progression and professional development What you need to do next: If this position sounds of interest and you would like to be considered. Please contact Sarah at Thrive Group on (phone number removed) or email removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Oct 03, 2025
Full time
Thrive Group are delighted to be working with our client in Chippenham who is actively looking to recruit a Private Client Fee Earner - to join the team. We are seeking an experienced and personable Private Client Fee Earner to join our friendly and supportive team. You will be confident managing your own caseload and providing expert advice to a wide range of clients. What you will be doing: You will handle a varied caseload of private client matters, offering high-quality, empathetic legal advice. The ideal candidate will be experienced in: Wills and estate planning Probate and estate administration Trusts Lasting Powers of Attorney Court of Protection work Inheritance Tax planning What you will need to succeed: A Fee Earner or Paralegal or legal executive with 2+ years' experience in private client law Strong technical knowledge and attention to detail Excellent client care and communication skills A proactive and self-motivated approach What you will receive in return: Competitive Salary and bonus Generous holiday allowance - 28 days + 8 bank holidays Supportive team with a strong referral network Opportunity to grow your own client base alongside an existing caseload Genuine scope for progression and professional development What you need to do next: If this position sounds of interest and you would like to be considered. Please contact Sarah at Thrive Group on (phone number removed) or email removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Michael Page
Private Client Paralegal (Full or Part Time)
Michael Page Edinburgh, Midlothian
This is an exciting opportunity for a Private Client Paralegal to join a professional services organisation in Edinburgh. The role offers flexibility with full or part-time hours, focusing on delivering excellent legal support within the private client sector. Client Details The hiring organisation is a well-established professional services provider within the legal sector. They operate as a small-sized team with a strong focus on client satisfaction and high-quality service delivery. Based in Edinburgh, they specialise in providing tailored legal solutions. Description Draft and prepare legal documents, including wills and powers of attorney. Assist with estate administration and trust management processes. Maintain accurate client records and ensure compliance with regulatory requirements. Provide support in tax planning and inheritance matters. Handle client queries in a professional and timely manner. Coordinate with solicitors and external stakeholders as required. Conduct legal research to support case preparation. Ensure confidentiality and adherence to GDPR guidelines. Profile A successful Private Client Paralegal should have: Experience in private client legal work, including drafting wills and administering estates. A recognised legal qualification or equivalent practical experience. Strong organisational skills and attention to detail. Proficiency in using legal software and standard office applications. Ability to manage multiple tasks and prioritise effectively. Excellent communication skills, both written and verbal. A client-focused approach with a commitment to delivering high-quality service. Job Offer Competitive salary in the range of 36000 to 44000, depending on experience. Flexible working options, including full or part-time hours. Generous holiday allowance and additional leave options. Supportive and collaborative team environment in Edinburgh. Opportunities for professional development and career growth. If you are a motivated Private Client Paralegal looking for a rewarding role in the legal sector, we encourage you to apply today!
Oct 03, 2025
Full time
This is an exciting opportunity for a Private Client Paralegal to join a professional services organisation in Edinburgh. The role offers flexibility with full or part-time hours, focusing on delivering excellent legal support within the private client sector. Client Details The hiring organisation is a well-established professional services provider within the legal sector. They operate as a small-sized team with a strong focus on client satisfaction and high-quality service delivery. Based in Edinburgh, they specialise in providing tailored legal solutions. Description Draft and prepare legal documents, including wills and powers of attorney. Assist with estate administration and trust management processes. Maintain accurate client records and ensure compliance with regulatory requirements. Provide support in tax planning and inheritance matters. Handle client queries in a professional and timely manner. Coordinate with solicitors and external stakeholders as required. Conduct legal research to support case preparation. Ensure confidentiality and adherence to GDPR guidelines. Profile A successful Private Client Paralegal should have: Experience in private client legal work, including drafting wills and administering estates. A recognised legal qualification or equivalent practical experience. Strong organisational skills and attention to detail. Proficiency in using legal software and standard office applications. Ability to manage multiple tasks and prioritise effectively. Excellent communication skills, both written and verbal. A client-focused approach with a commitment to delivering high-quality service. Job Offer Competitive salary in the range of 36000 to 44000, depending on experience. Flexible working options, including full or part-time hours. Generous holiday allowance and additional leave options. Supportive and collaborative team environment in Edinburgh. Opportunities for professional development and career growth. If you are a motivated Private Client Paralegal looking for a rewarding role in the legal sector, we encourage you to apply today!
Clear IT Recruitment
Private Client Solicitor - Remote
Clear IT Recruitment City, Birmingham
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Sep 23, 2025
Full time
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.

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