Senior Private Client Paralegal

Location: Tunbridge Wells, Kent

Salary: Competitive salary + excellent benefits package

Job Type: Full-time, Permanent

A highly respected regional law firm in Tunbridge Wells is seeking an experienced Senior Private Client Paralegal to join its successful Private Client team.

This is an excellent opportunity for a talented Private Client professional to join a firm with an outstanding reputation for delivering high-quality legal advice and exceptional client service. You will manage a varied caseload, working alongside experienced solicitors within a supportive and professional environment.

The successful candidate will handle a broad range of Private Client matters, providing expert support and guidance to clients throughout the estate planning and administration process.

Wills & Estate Planning

\n
• Conduct client meetings and provide clear advice on estate planning options, including inheritance tax planning.
\n
• Draft wills of varying complexity, including mirror wills, discretionary trusts, life interest trusts, and business property provisions.
\n
• Prepare supporting documents such as letters of wishes, guardianship clauses, and severance of joint tenancy forms.
\n
• Advise on Lasting Powers of Attorney (LPAs) and assist with registration where required.
\n
• Ensure all documentation is prepared accurately and in line with professional standards.
\n

Probate & Estate Administration

\n
• Advise executors and administrators throughout the probate and estate administration process.
\n
• Prepare grant applications, including grants of probate and letters of administration.
\n
• Value estates, identify assets and liabilities, and prepare inheritance tax documentation where required.
\n
• Manage estate administration from initial instruction through to final distribution.
\n
• Liaise with financial institutions, beneficiaries, HMRC, HM Land Registry, and other third parties.
\n
• Prepare estate accounts and deal with Trust Registration Service requirements where applicable.
\n
• Identify potential contentious probate issues and escalate appropriately.
\n

Caseload & Client Management

\n
• Manage a varied personal caseload efficiently, meeting deadlines and service standards.
\n
• Maintain regular communication with clients and third parties, providing clear updates throughout matters.
\n
• Accurately record time, support billing processes, and contribute to departmental targets.
\n
• Assist with supervision and development of junior team members where appropriate.
\n
• Support business development and client relationship initiatives.
\n

The successful candidate will have:

\n
• Strong experience within a Private Client department.
\n
• Excellent knowledge of wills, probate, estate administration, trusts, and estate planning.
\n
• The ability to manage a caseload independently from instruction through to completion.
\n
• Strong drafting skills with excellent attention to detail.
\n
• Excellent communication and client care skills.
\n
• A professional and empathetic approach when dealing with sensitive client matters.
\n
• Experience using case management systems and legal technology, including MyHMCTS.
\n

You will be expected to maintain high standards of professional practice, including:

\n
• Compliance with SRA Standards and Regulations.
\n
• Following AML, client due diligence, and data protection requirements.
\n
• Maintaining accurate file records and documentation.
\n
• Adhering to firm procedures and recognised Private Client best practice.
\n
• Keeping knowledge current through ongoing training and professional development.
\n

\n
• Competitive salary based on experience.
\n
• Excellent benefits package.
\n
• Opportunity to join a highly regarded regional law firm.
\n
• Supportive and collaborative working environment.
\n
• Career development opportunities.
\n
• The chance to work within a respected and growing Private Client team.
\n

If you are an experienced Senior Private Client Paralegal looking for your next career move with a leading regional firm in Tunbridge Wells, we would welcome your application.