Paralegal - Trusts and Estates Administration Job at Hugh James, Cardiff

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Job Description

Background


Based in Cardiff, our specialist Trusts and Estates Administration department work on behalf of a number of large financial institutions, trust corporations and private clients to offer specialist advice on probate, trusts and estates, lasting powers of attorney and deeds of variation


The Role


An opportunity has arisen for a Paralegal to join the team. The role will involve managing a caseload of files, to include:


  • Communicating on the telephone and corresponding with clients, beneficiaries, asset holders, HM Revenue & Customs and other third parties
  • Drafting legal documents
  • Preparing tax calculations and HMRC returns
  • Preparing accounts
  • Working to strict deadlines and service level agreements using a case management system
  • Working proactively to conclude cases in a timely and sensitive manner
  • Working with other team members to develop and maintain good client relationships
  • Managing own case load as well as supporting other team members
  • Advising on the law relating to wills, trusts, estates and tax

Experience of non-contentious probate work, in particular, estates administration, is advantageous.


The role will involve communication with clients via the telephone, therefore

inter-personal and listening skills are essential.


The individual will also have sound organisational, written and time management skills as well as a good eye for detail.


This role would ideally suit candidates who have a Law degree or similar academic qualification. The LPC is advantageous but not essential.


Life at Hugh James


Although our workforce has grown to more than 500, we have retained and nurtured a unique culture which is based on hard work, exceptional talent, ambition, empathy, innovation and good humour. It is those qualities that have helped us grow the business to where we stand today.


Key to our growth strategy to date has been the recruitment and development of great people. This will remain the case as we look forward to the years ahead. Life at Hugh James is vibrant and full of opportunities.


Our culture is friendly and collegiate, but we maintain the professional atmosphere you would expect from a modern, leading law firm. All our staff have access to industry-leading training and mentoring to ensure they reach their potential.


Some of our benefits on offer include:


25 days holiday plus bank holidays

Two Corporate Social Responsibility days

Birthday day off

Death in service equivalent to twice annual salary

Auto enrolment pension scheme

Hybrid working

Employee Assistance Programme

Discounts for local businesses

Professional fees paid (subject to requirement for your role)

Employee recruitment incentive scheme

Travel season ticket loan (London only)


Hugh James is an equal opportunities and disability confident employer.

Thank you for taking the time to consider this opportunity, I look forward to receiving your application, Phoebe Orbell.

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