Howard Kennedy LLP
Paralegal, Wealth & Succession - Private Client - 12 month fixed term contract
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The role
This is an excellent opportunity for a Paralegal to develop their expertise in our highly regarded Wealth and Succession team with our Private Client department.
Our Private Client Department helps High Net Worth/Ultra High Net Worth individuals, their families, and advisers with their tax and estate planning. Clients include entrepreneurs, business owners, artists, authors, musicians, members of foreign royalty, charities, and sport professionals in the UK and overseas.
We benefit from the firm's wider private wealth offering that includes family, immigration, reputation management, business crime, residential property, and cultural property. Our Wealth and Succession team is comprised of 2 main areas of focus; Tax, Trusts, and Estate Planning and Administration of Estates.
We are known for our focus on delivering straightforward advice and solutions that resolve problems and creating the circumstances for a smooth and tax-efficient transition of wealth between generations. We also regularly deal with estates containing business assets or containing assets in overseas jurisdictions, where we coordinate with lawyers and professionals in those jurisdictions to ensure the administration of the estate is a seamless and streamlined experience for the client.
The role will involve regular contact with clients, beneficiaries, financial institutions, HMRC, and other professional advisers, requiring excellent organizational, communication, and client service skills.
Role responsibility
- Assist with the administration of a broad range of estates from the straightforward to complex estates with international aspects including;
- Prepare applications for Grants of Probate and Letters of Administration.
- Collate asset and liability information from financial institutions and other third parties.
- Assist with the preparation and submission of inheritance tax forms and supporting documentation.
- Liaise with HMRC regarding inheritance tax and estate administration matters.
- Support fee earners with the collection and realisation of estate assets.
- Assist with distributions to beneficiaries and the completion of estate administration matters.
- Maintain accurate records and ensure compliance with regulatory and internal procedures.
- Act as a key point of contact for clients and third parties.
- Provide a high standard of client care at all times.
- Manage diaries, monitor key deadlines, and ensure matters progress efficiently.
- Open new matters, conduct conflict checks, and assist with client onboarding requirements.
- Accurately record time and assist with billing processes where required.
- Maintain electronic and physical files in accordance with firm policies.
- Assist with tax and estate planning issues as required.
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About you
Ideally you will be able to demonstrate;
- Previous experience as a Paralegal or Legal Assistant within a Private Client, Wealth & Succession or Probate team.
- Experience supporting estate administration matters.
- Strong organisational skills and excellent attention to detail.
- Ability to manage multiple tasks and prioritise effectively.
- Strong written and verbal communication skills.
- Client-focused approach with a professional and empathetic manner.
- Experience preparing probate applications and inheritance tax forms.
- Understanding of trusts and trust administration.
- Knowledge of UK probate and private client procedures.
- Proficiency in Microsoft Office applications.
- An understanding of client confidentiality.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
At Howard Kennedy, we believe that everyone deserves the space to thrive. We’re committed to creating an inclusive recruitment experience that reflects the diversity of both our people and our clients.
We are proud to be an equal opportunities employer. We welcome applications from individuals of all backgrounds and identities, and we’re committed to ensuring that our recruitment process is fair, transparent, and accessible to all.
We understand that every candidate’s needs are different. If there’s anything we can do to make your application journey more comfortable—whether for interviews, assessments, or onboarding—please let us know. We’ll work with you to remove any barriers and ensure our recruitment process is comfortable for you.
Contact our recruitment team at recruitment@howardkennedy.com to discuss any support you might need.
Agency Introductions
Please note that we are not accepting applications via agencies for this role at this time. Before sharing any named candidate CVs, please contact your recruitment representative. If any named CVs are sent from agencies without approval from our recruitment team, they will not be deemed valid introductions, and no agency fee will be paid.
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