Job Role To assist the private client team with case/client management and to run Wills and LPA's. ONLY applications from Paralegals with Private Client experience will be considered for this position.
Conduct on matters on behalf of the client Issue client care documents Writing wills, and offering advice to client Ensure client is dealt with and matter documents are completed Maintain files in neat and orderly state with regular reviews Insure GDPR and confidentiality Regularly update clients on cases Take instruction and run the case adhere to the SRA code of conduct and professional standards and to adhere to the company's policies and procedures as set out in the office manual. To participate in departmental and other meetings to assist the continued success of the Company and the department. To take positive steps to market the services of the Company and your department and to ensure that your existing clients are aware of the various types of legal work which the Company undertakes