Paralegal

Austin Fraser; Poynton; Hybrid; GBP 40,000; Full time

Job description

Paralegal

Location:
Poynton or Cheadle

Salary:
Up to £40,000 per annum

Working Hours:
Monday to Friday, 9am-5pm

Employment Type:
Hybrid

Position Overview:
Time Recruitment is currently seeking a skilled and experienced Paralegal or Legal Executive to join a well-established law firm's Private Client Department. As a specialist in Wills, Probate, and Lasting Powers of Attorney (LPA), the successful candidate will have the opportunity to work from either the Poynton or Cheadle office.

Key Responsibilities:

1. Meet with clients to gather instructions on Wills, LPAs, and Probate matters, including intestacy cases.
2. Submit applications for Grants of Probate via the Probate Registry portal.
3. Manage taxable estates, including the preparation of detailed Estate Accounts.
4. Communicate with the DWP, HMRC, and charitable beneficiaries named in Wills.
5. Independently produce professional letters and emails, with support from experienced legal secretaries.
6. Complete IHT400 and other relevant inheritance tax forms.
7. Apply knowledge of exemptions and reliefs in estate administration.
8. Maintain oversight of client matters, including financial ledgers and aged debts, with support from senior team members.
9. Work towards a billing target of three times the annual gross salary.
10. Assess clients' mental capacity for LPAs and Wills, with an understanding of the Mental Health Act.
11. Contribute effectively as part of a close-knit, collaborative team.
12. Collaborate with senior leadership to maximise the use of the firm's extensive Wills, LPAs, and Deeds Bank.
13. Help develop and streamline department processes.
14. Experience with Leap software is desirable but not essential - training will be provided.

About the Firm:
Established in 2002, this practice has steadily grown and expanded into various areas of law, including Wills, Probate, LPAs, Family Law, and Conveyancing. The firm holds a large and valuable Wills and Deeds Bank, having integrated the records of several well-known local practices. With strong client bases in both Poynton and Cheadle, this is an excellent opportunity for a Solicitor seeking meaningful responsibilities and the chance to shape the future of a growing department. Candidates with slightly less experience in certain areas but who demonstrate a strong work ethic and willingness to learn are also encouraged to apply.