junior trustee Work, Jobs in london, eng (with Salaries)

Private Client Paralegal
Mallory Pryce —London
- Supervising experience
- Communication skills
Quick apply
5d
Senior Associate, Agency and Trustee Services
Kroll —London
- Full-time
- Communication skills
Defined Benefit Actuarial Student - Assistant Manager
KPMG —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Flexible schedule
Actuarial Consultant
Aon Corporation —London
- Hybrid work
- Management
- Communication skills
19418 - CM&A - Securitised Lending Team - Assistant Vice President
Sumitomo Mitsui Banking Corporation —London
- Hybrid work
DC Pension Consultant
WTW —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Project management
- Annual leave
- Employee assistance programme
13d
Administration Manager
XPS Pensions Group —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
- Referral programme
Trust Manager
Buzzacott —London
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Flexitime
Audit Manager - Nonprofit
Moore Kingston Smith —London
- £66,500 - £72,500 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Leadership
Quick apply
6d
Private Client Assistant Manager - Partnerships
RSM UK —London
- Full-time
- Hybrid work
- Project management
- Accounting
- Communication skills
De-Risking Senior Analyst
Aptia Group —London
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Communication skills
Senior Pensions Communication Consultant
Mercer —London
- Full-time
- Hybrid work
- Sales
- Business development
- Project management
Director, Origination & Execution
M&G plc —London
- Full-time
- Leadership
- Communication skills
- Annual leave
Private Client Assistant Manager
RSM UK —London
- Full-time
- Hybrid work
- Project management
- Accounting
- Communication skills
Pensions Actuarial Consultant - Nationwide
Mercer —London
- Full-time
- Analysis skills
- Communication skills
Technical Actuarial Pensions Specialist
WTW —London
- Full-time
- Hybrid work
- Project management
- Communication skills
- Annual leave
- Employee assistance programme
US/UK Tax Director - Trust and Estate Specialist
BDO —London
- Full-time
- Management
- Presentation skills
- Tax experience
Senior Pension Administrator
Aptia Group —Leatherhead
- Full-time
- Analysis skills
- Communication skills
Tax Manager (Trusts and Estates)
Moore Kingston Smith —London
- £67,000 - £72,000 a year
- Full-time
- Hybrid work
- Management
- Tax experience
Quick apply
Private Client Solicitor
Mallory Pryce —London
- Supervising experience
- Mentoring
- Communication skills
Quick apply
5d

I want to receive the latest job alerts for junior trustee in london, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Private Client Paralegal

Mallory Pryce
London

Quick apply

Job details

5 days ago

Qualifications

Supervising experience
Communication skills

Full job description

We are seeking an experienced Private Client Paralegal to join our client's Private Client team in Aldgate. The successful candidate will support fee-earners in managing a varied caseload of private client matters, providing high-quality legal and administrative support, proactive case management and excellent client care within a collaborative firm that values technical competence, continuous professional development and high standards.

This role will involve assisting with wills, probate administrations, lasting powers of attorney, trusts, estate administration and related post‑grant matters, as well as client-facing work including client interviews, preparing correspondence and liaising with third parties such as banks, trustees and HMRC. The post offers opportunities for professional development, client relationship building and contributing to process improvements. Hybrid working is available after successful completion of the probationary period.

Key responsibilities:

Support fee-earners in the management of a mixed-complexity caseload of private client matters from initial instruction through to completion, ensuring timely progression, accurate documentation and excellent client service.
Prepare and review wills, codicils, client care letters, estate administration checklists, probate applications and related documents; draft correspondence and prepare schedules of assets and liabilities.
Assist with probate and estate administration tasks including obtaining grants of probate, preparing and lodging inheritance tax (IHT) forms, corresponding with HMRC and distributing assets in accordance with client instructions and legal requirements.
Provide support with lasting powers of attorney (LPA) including preparation of LPA forms, guiding clients through the registration process and liaising with the Office of the Public Guardian as required.
Undertake client care and AML checks, verify identity and source of funds, maintain audit-ready file records and ensure compliance with firm and regulatory procedures.
Liaise with clients, executors, beneficiaries, solicitors, financial institutions and other third parties; manage diaries, arrange meetings and take accurate minutes where required.
Support fee-earning and billing processes: prepare fee estimates, record time accurately, assist with invoicing and chase payments in line with firm procedures.
Contribute to continuous improvement by helping to maintain and develop precedents, checklists and workflows; identify opportunities to streamline processes and enhance client experience.
Provide supervision and support to more junior paralegals and administrative staff where appropriate; undertake training and share knowledge to foster a supportive team environment.

Key skills and experience required:

At least 12 months experience as a paralegal or legal assistant within a private client or wills and probate team, with demonstrable experience of probate administrations, LPAs, wills and trusts.
Strong knowledge of probate procedures, IHT forms and requirements, LPA processes and basic trust administration; accuracy in preparing and reviewing legal documentation.
Excellent client care and communication skills with the ability to manage expectations, deal sensitively with vulnerable clients and maintain professional relationships with clients and third parties.
Practical experience of AML, ID verification and maintaining compliant, audit-ready files; a meticulous approach to record-keeping and risk management.
Organised and able to manage competing priorities and caseloads; strong attention to detail and the ability to work under supervision to meet deadlines.
Ability to work collaboratively within a team, support colleagues and contribute to a positive working culture.
Proficiency with case management systems and standard office IT applications; willingness to adopt and help embed digital workflows and precedents.
Relevant legal qualification or paralegal certification desirable; willingness to pursue further CPD and professional development within private client practice.

Quick apply

Refine Your Search

junior trustee jobs in london, eng

Private Client Paralegal

Senior Associate, Agency and Trustee Services

Defined Benefit Actuarial Student - Assistant Manager

Actuarial Consultant

19418 - CM&A - Securitised Lending Team - Assistant Vice President

DC Pension Consultant

Administration Manager

Trust Manager

Audit Manager - Nonprofit

Private Client Assistant Manager - Partnerships

De-Risking Senior Analyst

Senior Pensions Communication Consultant

Director, Origination & Execution

Private Client Assistant Manager

Pensions Actuarial Consultant - Nationwide

Technical Actuarial Pensions Specialist

US/UK Tax Director - Trust and Estate Specialist

Senior Pension Administrator

Tax Manager (Trusts and Estates)

Private Client Solicitor

I want to receive the latest job alerts for junior trustee in london, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected