Paralegal Private Client Advisory

Chichester, ENG, GB, United Kingdom

Job Description

We're a national law firm with a local reach. Our legal experts are here for you. Whether it's personal or business, we understand that everyone's situation is different. But we're more than just a law firm - we're a team of people working together to help individuals and businesses navigate life's ups and downs. Working here you'll feel a part of our friendly and inclusive environment.



We'll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.



We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.

Your Team




Working as a Paralegal in our Chichester Private Client Advisory Team, you will assist the legal advisors in providing quality legal advice and other legal services to the firm's clients. You'll be confident processing client work allocated to you by your supervisor. Your workload will be split between two work areas - working with vulnerable adult clients to support in the management of their financial estates on behalf of their attorneys, and working on estate administration for deceased individuals.

Your Role and What You'll Be Doing




You'll be able to work quickly and accurately whilst also always giving excellent client care. Given the nature of the role, it's essential that you are an exceptional and confident communicator as you'll work as part of a highly respected team to assist clients and the firm's trust corporation to the highest of your ability.



If you are looking for the next step in your career and would like to join a friendly and well-respected team, we would love to hear from you.



The role will include:


LPA preparation/EPA registration/COP applications - to take initial instructions from clients and to advise, after consultation with the Supervising Team Leader, on the legal action and all alternatives open to the client. To draft appropriate LPA/EPA registration forms/COP application forms and take forward applications. To keep the client informed as required by the firm's and department's set procedures. To assist with tasks on Deputy/Attorney management matters for the Team, to ensure work is carried out at correct level (under supervision of Supervising Team Leader) to include reconciliation of bank statements; preparation of annual Deputy Reports and to comply with all 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. To arrange payment of invoices on Deputy/Attorney management matters for the Team. Taking initial calls from prospective clients, accurately recording their enquiry and liaising with qualified colleagues as to who will take on the instruction. As an extension of this task, to obtain details from the prospective client in order to initiate the new matter opening process. Drafting initial letters to institutions that hold assets for our clients, to include deceased persons in a Probate matter. Drafting/ completing closure forms relating to assets held in a deceased person's estate. Creating and updating schedules of assets and liabilities. Assisting the team with the management of estate administration files, on a paper lite basis to include: file opening and compliance, dealing with correspondence; telephone calls; filing documentation and maintaining the digital file; facilitating financial transactions, inputting personal and financial data on the case management system and archiving files. Completing both paper and on-line probate applications. Drafting documents under the supervision of a qualified member of the estate planning team. Communicating with other professional organisations/ asset providers in writing (by letter and/ or email) and also on the telephone. Handling original documents including wills, LPAs, death certificates, grants of representation and other legal documents. Assisting Team with any other tasks required

About You



Law degree, and ideally LPC or CILEX (full or part qualified) Ability to work professionally and collaboratively and to use initiative Empathy and compassion to help guide our clients through challenging personal circumstances A friendly, enthusiastic and can-do approach Good/up to date IT skills

We're proud of our values, and we're looking for people who share them:


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To be pioneering with an imaginative outlook To be approachable and caring To be tenacious in the pursuit of our objectives To be efficient in the provision of our services To work with a foundation of integrity.

If this sounds like you, we'd love to receive your application.


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Our Benefits - What We Can Offer You



25 days holidays as standard plus bank holidays - You can 'buy' up to 35hrs of extra holiday too. Generous and flexible pension schemes. Volunteering days - Two days of volunteering every year for a cause of your choice (fully paid) Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you're fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.



We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!



Our responsible business programmes are fundamental to who we are and our purpose. We're committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.



Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It's made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

Additional Information



As part of the Irwin Mitchell Group's on-boarding process all successful applicants are required to complete the group's employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.



We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties.



The employment screening process will fully comply with Data Protection and other applicable laws.



Irwin Mitchell LLP is an equal opportunity employer.

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Job Detail

  • Job Id
    JD3403873
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Chichester, ENG, GB, United Kingdom
  • Education
    Not mentioned