Private Client Paralegal

Marlborough Source: WhatJobs

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Tascon Legal & eDiscovery, in collaboration with Walsh Employment, is looking for a skilled and experienced Private Client Paralegal to join a specialist Marlborough-based firm that serves a loyal, long-standing client base, primarily farming and land‑owning families.

Essential Skills and Experience

Previous paralegal experience in Private Client law (minimum 12 months preferred).
Strong understanding of wills, probate, trusts and lasting powers of attorney.
Confident drafting of standard legal documents with accuracy and attention to detail.
Experience liaising with clients, courts and third parties in a professional and empathetic manner.
Excellent administrative and organisational skills, including file management and adherence to deadlines.
Proficiency with case‑management systems and Microsoft Office.
Experience working with farming, rural or high‑net‑worth clients.
Knowledge of estate and tax planning.
Progression toward professional qualifications such as CILEX or STEP.
Client‑focused with excellent written and verbal communication skills.
Ability to work under pressure and manage multiple priorities effectively.
Collaborative team player with a proactive and professional approach.
Strong analytical and problem‑solving skills.
High levels of discretion and integrity when handling sensitive client matters.

Role & Responsibilities

As a Private Client Paralegal, you will provide essential support to our solicitors and partners, ensuring smooth running of client files and excellent client care.

Assisting with the drafting of wills, trusts and lasting powers of attorney.
Preparing probate applications and assisting with estate administration.
Conducting legal research and preparing supporting documentation.
Liaising with clients, beneficiaries, HMRC and the Probate Registry.
Maintaining accurate and up‑to‑date case records and documentation.
Managing your own caseload of straightforward matters under supervision.
Supporting solicitors with more complex cases and attending client meetings where required.
Ensuring compliance with all regulatory and professional obligations.

What They Offer

Competitive salary (depending on experience £30–50K).
26 days’ annual leave plus bank holidays.
A supportive, collegiate culture within a specialist private client practice.
Exposure to high‑quality and complex cases across the region.
Clear opportunities for career development and progression, with support for professional study (CILEX, STEP or equivalent).
Flexible working arrangements where appropriate, supporting work‑life balance.

They are committed to creating and sustaining a diverse and inclusive workplace. Applications are welcomed from all qualified individuals, regardless of age, disability, gender identity, marital status, race, religion, sex or sexual orientation.

Only candidates currently based in the UK with the right to work in the UK will be considered. Candidates must also possess the required qualifications, which will be checked during the selection process.