Graduate Paralegal - Wills and Probate

Reference Code:

MBPGPA

Location:

Horwich, Bolton

Main purpose of the job:

To support and assist fee earners in carrying out duties and, where appropriate, to deal with clients and their affairs in a cost effective manner.

Responsible to:

Department Manager

Main key result areas:

  • Assisting fee earners with case progression;
  • Attending  clients to take instructions and advising where appropriate;
  • Drafting simple wills, attending clients to execute wills;
  • Drafting documents – oaths, lasting powers of attorney, deeds and simple trusts.
  • Dealing with applications for grants of representation
  • Assisting fee earners with preparation of inheritance tax returns, payment of inheritance tax and HMRC enquiries;
  • Preparing estate accounts and dealing with estate distribution to beneficiaries;
  • Maintaining accurate data on case management and spreadsheets for external referrers.
  • Control and management of work in progress ensuring that it is recorded and converted into paid profit costs under supervision and direction. Effective management of own time ensuring that non chargeable and chargeable hours targets are met under supervision and guidance
  • Carrying out administrative duties as appropriate.
  • Compliance with client care and complaints procedures in order to minimise the risk of negligence and comply with Law Society rules.

Direct reports:

None

Person specification

Qualifications

 

Law degree with a minimum 2:1, or relevant work experience

Essential

Legal practice course

Desirable

Driving licence

Desirable

Experience

 

Experience of working in or studying the relevant legal field  

Desirable

Knowledge and skills

 

Ability to demonstrate an interest in the area of Wills & probate

Essential

Good standard of computer literacy

Essential

Organisation and time management skills

Essential

Excellent communication skills both face to face and over the telephone.

Essential

Research skills

Essential

Solicitors accounts rules

Desirable

Stephensons clients complaints rules and client care procedures

Desirable

Knowledge of litigation

Desirable

Knowledge of up to date legislation

Desirable

Knowledge of case management systems

Desirable

Personality / Other Qualities

 

Discretion and ability to work in a confidential environment

Essential

Pleasant, approachable, patient, polite

Essential

Ability to work amidst frequent interruptions 

Essential

Adaptability and flexibility

Essential

Ability to work as part of a team

Essential

Please do not send enquiries to the department manager of the specific team.