VACANCIES

Paralegal opportunity at Gabbs Solicitors – not to be missed!

Leominster Branch

Do you have at least six months’ experience in wills, probate and private client work as a paralegal, legal assistant or secretary? Would you like the chance to develop your skill set so you are able to progress and become a fee earner?

Gabbs Solicitors is a highly-regarded firm that offers internal career development with plenty of support and training and an absorbing and varied working environment. If this is for you, please get in touch with our practice manager, Angela Palliser, so she can tell you more about this particular paralegal role.

This is your chance to be part of a successful and long-established legal practice in our friendly Leominster office. You will be joining a busy and enthusiastic private client team led by a highly experienced solicitor.

It is a full-time permanent role and we would welcome applications from candidates who are interested in a long-term paralegal career. It is not for someone who is looking for a training contract.

The job will involve lots of contact with older clients, so a clear telephone manner and sympathetic client interaction are essential. A good standard of education including English and Maths is also necessary.

The successful candidate will be dealing with:

Probate Work

A: Running their own non-complex probate files under supervision including:

  • writing letters, contacting clients and relevant organisations, arranging valuations and liaising with accountants where relevant
  • preparing and submitting probate applications and inheritance tax returns (Form IHT205 or IHT400 and schedules)
  • collecting in estate assets, paying liabilities and administration expenses, paying legacies, preparing estate accounts using a spreadsheet
  • thereafter arranging for distribution of remaining estate funds to beneficiaries

B: Supporting the private client solicitor with the straightforward aspects of complex probate files/probate files where there is inheritance tax liability.

Court of Protection Deputy work

Being responsible for the day to day management of deputyship files including:

  • Checking bank statements and reconciling statements
  • Transferring financial information from statements to Excel spreadsheet
  • Registering orders from Court and other documents with financial institutions
  • Paying clients’ bills and keeping personal accounts at care homes topped up
  • Liaising with care homes to check on the needs of the incapacitated clients
  • Visiting clients at care homes where appropriate
  • Collating financial information for accountants to prepare annual income tax returns and for financial advisors to prepare annual reports (where relevant)
  • Preparing and sending files off for annual costing to a costs draftsman
  • Submitting the bill of costs to the Supreme Court Costs Office for assessing

Generally

  • Preparing notes of calls, meetings, actions and interactions
  • Opening and closing files and archiving them
  • Managing documentation and files in accordance with Gabbs’ protocols

 Apply with CV to:  Angela Palliser, Practice Manager apalliser@gabbs.biz

 

 
 
 

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