Job Description
A unique opportunity for a Paralegal to move into the financial planning sector.
This award-winning Chartered Financial Planning firm is seeking a STEP-qualified Paralegal (or estate-planning specialist) to join its growing in-house technical team.
The Role
- Administer wills, trusts, and estate planning cases
- Act as a key liaison between clients, advisers, and solicitors
- Attend client meetings
- Manage legal documentation and technical queries
Ideal Background
- Current or previous Paralegal experience
- STEP qualification or strong exposure to estate planning
- Excellent written skills and attention to detail
- Comfortable working directly with HNW clients
Why Apply
- £65,000 salary
- Hybrid working
- Career stability and long-term growth
- A collaborative, professional, and supportive environment
Please send your CV or contact us for a confidential discussion.