All Locations
Liverpool
Position
Private Wealth
Salary Details:
Dependant on experience
Contract Type:
Permanent
Full Time or Part Time?
Full Time

About your new role

Our Wills, Trusts and Estates (formerly Wills, Tax, Trusts and Probate) team was recognised as a 'superior' team in Legal 500, 2011 edition, reflecting our enviable reputation for advising clients on all their personal legal needs. We are proud to provide a personal, transparent and efficient service by a team which includes fully qualified members of STEP (The Society of Trust and Estate Practitioners) as well as members of Solicitors for the Elderly. Understanding the importance of careful estate planning to help provide for future generations, we offer lifetime and post-death planning to a diverse range of clients.

Main purpose of role

To assist and support the team of solicitors on their caseloads of private client work and deliver great client service.

Main duties and responsibilities

  • Assist on solicitors’ caseloads of private client work, including high value/complex probate work, estate planning for high net worth individuals and contentious matters under supervision of experienced STEP members
  • Run own small caseload of files under supervision of the solicitors in the team (dependant on experience)
  • Assist other solicitors and case handlers in the team and wider department with their cases as may be required
  • Travel to and attend upon clients if required
  • Prepare and file various correspondence, notes and documentation
  • Assist with internally marketing the services of the team and wider department
  • Achieve set financial and chargeable targets\KPIs
  • Ensure relevant deadlines and quality measures are adhered to
  • Comply with relevant Weightmans and client policies and procedures
  • Work in accordance with Weightmans’ values


 

About You

Ideally you will have previous experience as a Paralegal and a genuine and demonstrable interest in the above area of work. As the role is varied, we are looking for you to have a flexible approach to the work you do and be able to adapt to different tasks and working with a variety of solicitors and partners in the team.

We also require you to have/be:

Person specification

  • Keen interest and willingness to learn all aspects of private client law
  • Private Client experience would be an advantage but is not essential
  • Interested in undertaking further qualifications specific to private client law
  • Some business development skills and experience or interest in developing these
  • Excellent IT skills
  • Excellent communication skills
  • Excellent time management and organisation skills
  • Ability to multi-task and prioritise
  • Ability to work to strict deadlines and targets
  • Ability to work as part of a team and on own initiative
  • Flexible approach

If you meet our criteria and think this is a job where you could bring enthusiasm and an eagerness to learn, then we look forward to receiving your application.

PLEASE NOTE: Candidates are encouraged to reach out directly. For inquiries or more details, feel free to contact us. Our recruitment team members are here to assist.

Why work for us

Come and join our award-winning organisation and be part of a team where people truly matter.  

Weightmans is a Leading national law firm, with strong international capabilities.

Weightmans has been recognised as a leading employer for the 19th consecutive year at Britain’s Top Employers awards, and ranking top 10 in the list, the firm has also secured top positions in Chambers UK.

Why work for us? Take a look: Work for Weightmans: voted a top employer | Weightmans

This link contains information regarding Culture, Benefits, D&I, Recruitment Agency PSL/Non PSL and Eligibility to work in the UK information.

Work for a firm where people matter – work for Weightmans

We welcome applications from people of all backgrounds and identities and are committed to fostering an inclusive workplace where everyone feels respected, supported and able to reach their full potential. Our people-first culture is at the heart of everything we do, making Weightmans a place where you can develop your career and thrive.

Curious about what is it like to work at our firm? Visit our Life at Weightmans page for insights into our employee initiatives, responsible business commitments and much more!

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