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Paralegal - Private Wealth

Employer
Trowers & Hamlins
Location
Exeter, Devon
Salary
Competitive
Closing date
14 Jun 2023

View more

Vacancy Type
Legal Support, Paralegal
Contract Type
Permanent
Experience Level
Officer / Analyst / Engineer / Executive / Coordinator, Admin
Role Classification
Other Professional

Job Details

Trowers & Hamlins is a City-led, international and national law firm with over 160 partners and 950 staff. With offices across the UK, Middle East and Asia, we provide a full-service integrated offering.

Our clients operate in diverse industry sectors such as construction, transport and infrastructure, banking and financial services, distribution and logistics, education and health, hotels and leisure, defence, engineering and surveying, charities, retail and energy and natural resources. We also act for many high net worth individuals.

We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. The truth is we don't prescribe who you are or how you ought to be. It's what you can do that interests us most.

While the work on offer is rewarding and often complex, the qualities we look for are simple. The ability to get on with people from all walks of life, for example. To talk and to listen. To develop the sorts of relationships that mean you win the friendship and loyalty of clients and colleagues alike. In short, to connect. These are the characteristics our people all have in common. They are vital, as is the drive and imagination to use your unique talents to the full. We will help you in this. In fact, we will support you in every way we can.

The Office

Established in 1984 and located in the heart of the City our Exeter office has evolved into a full-service law firm and the first point of call for many corporate and individual clients in the South West and beyond.

Our expertise takes in both public and private sectors, with a particular focus on Real Estate – both residential and commercial property. We have teams who advise on construction, employment, litigation and dispute resolution, property finance, and corporate advice.

We are also well known for our work in wealth management, residential property conveyancing, and agriculture. We are an acknowledged expert in specialist travel insurance law.

Our Exeter office is home to a team of 148 staff, led by 24 partners. Our locally based lawyers have a deep understanding of what matters to clients in the South West. In turn, our clients choose us for our high levels of service and expertise, and also for the value for money we can offer by utilising our regional teams.

We have an enviable reputation for bringing public and private and charity sectors together in innovative joint ventures. Our in-depth understanding of the public sector and the rules and regulations it operates within, as well as the commercial drivers for our private sector clients, means we can find practical and workable solutions, and do so efficiently and economically.

The Team

We work with a wide range of families, individuals, trustees, and those in the private wealth advisory sector. Each is unique, but what they all share is the need for practical advice to enable them to plan for the future and tackle arising challenges.

Inheritance is an important issue everywhere in the world and laws and conventions vary. What is consistent is our experience of our clients’ needs. We use that to help them pass wealth on in a fair and efficient way at the right time for them.

The Role

As our department continues to grow, we have an opportunity for a paralegal to join the team in Exeter.

Acting for individuals, companies and trusts both in the UK and internationally, we undertake all types of private client work including the preparation of Wills, Powers of Attorney, Domestic Trusts, probate and income and capital tax planning. Internationally, we advise on residence and domicile planning and structuring both inbound and outbound.  

The role is primarily office based but as you gain knowledge and experience there will be the opportunity to work from home for part of the time.

What you'll do

  • Probate administration including correspondence with institutions;
  • Payment of liabilities and legacies;
  • Dealing with receipt of funds;
  • Preparation of powers of attorney;
  • Assisting with attorney administration and trust administration matters
  • Filing of documents, correspondence and other documentation;
  • File opening, archiving and billing
  • Scheduling and compiling bibles of documents;
  • Attending clients to sign documents including wills;
  • Liaising and maintaining effective client relationships;
  • Pro-active participation in marketing initiatives; and
  • Ensuring files are managed in compliance with Lexcel procedures.

What you'll need

The firm has a Career Development Framework which sets out the competencies we expect of those at the Paralegal grade.  In particular for this role we require:

  • Strong client focus and service delivery;
  • Drive and enthusiasm;
  • Ability to prioritise work effectively and meet deadlines;
  • Good communication skills both oral and written;
  • A strong team player with an ability to work collaboratively with colleagues at all levels;
  • A positive and proactive attitude;
  • Flexibility and commitment;
  • A willingness to learn;
  • Strong attention to detail with a methodical and logical approach;
  • Good academics;
  • Previous experience of private client matters is desirable as a paralegal or legal secretary;
  • We would consider an entry level paralegal with a willingness to develop general Private Wealth knowledge;
  • Previous experience in dealing directly with clients is also preferable.

As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.

Trowers & Hamlins is an equal opportunities employer and values diversity and inclusion. All applications will be considered on merit and the applicant's suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.

Company

Trowers & Hamlins is a City-led, international and national law firm with over 130 partners and 830 staff located across the UK, Middle East and Far East, we provide a full-service integrated offering.

Our clients operate in diverse industry sectors such as construction, transport and infrastructure, banking and financial services, distribution and logistics, education and health, hotels and leisure, defence, engineering and surveying, charities, retail and energy and natural resources. We also act for many high net worth individuals.

We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. The truth is we don't prescribe who you are or how you ought to be. It's what you can do that interests us most.

While the work on offer is rewarding and often complex, the qualities we look for are simple. The ability to get on with people from all walks of life, for example. To talk and to listen. To develop the sorts of relationships that mean you win the friendship and loyalty of clients and colleagues alike. In short, to connect. These are the characteristics our people all have in common. They are vital, as is the drive and imagination to use your unique talents to the full. We will help you in this. In fact, we will support you in every way we can.

Company info
Website
Telephone
+44 (0)20 7423 8000
Location
3 Bunhill Row
London
EC1Y 8YZ
GB

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