Private Client Paralegal

• £27,000 with scope up to £30,000 for an exceptional applicant, plus fee earner bonus
• Develop a genuine specialism in Administration of Affairs within a Legal 500 Private Client team
• Up to 50% home working, flexible core hours and a long-term paralegal progression pathway

If you’re an experienced Legal Assistant, Secretary, Administrator or Paralegal looking to build a long-term career within Private Client, this York opportunity offers far more responsibility than a traditional support role.

You’ll specialise in Administration of Affairs, working closely with senior lawyers and Directors on matters where the firm acts as Attorney, Deputy, Trustee or Fiduciary. You’ll initially receive plenty of support, before gradually developing your own caseload and becoming a trusted point of contact for clients, families and care providers.

The work combines legal and financial administration with meaningful client contact, often supporting vulnerable people and their families. Longer term, you’ll have the opportunity to develop niche expertise, take on increasingly complex work and progress through a dedicated paralegal career pathway.

This role is designed for someone who wants to build their career as a specialist paralegal rather than use the position as a short-term stepping stone towards a Training Contract or qualification.

Who we’re looking for

• Experience as a Legal Assistant, Legal Secretary, Administrator or Paralegal (E)
• Experience handling administrative work within a professional environment (E)
• Stable employment history demonstrating commitment (E)
• Experience handling confidential information (E)
• Excellent organisation and attention to detail (E)
• Strong written and verbal communication skills (E)
• Ability to manage competing priorities effectively (E)
• Strong client-care skills and a professional, confidential approach (E)
• Compassionate and empathetic when dealing with sensitive circumstances (E)
• Proactive, practical and keen to develop (E)
• Looking for a long-term career move (E)
• Administration of Affairs experience (D)
• Court of Protection, Deputyship or Attorney experience (D)
• Private Client, wills, probate or trusts experience (D)
• Experience working with vulnerable clients (D)
• Financial administration experience (D)
• Familiarity with case management systems (D)
• Confidence using technology and AI tools (D)

What you’ll be doing

• Gradually developing your own Administration of Affairs caseload
• Supporting matters where the firm acts as Attorney, Deputy, Trustee or Fiduciary
• Processing care fees, household expenses, utilities and other liabilities
• Monitoring client bank accounts and reconciling transactions
• Maintaining accurate financial records and schedules
• Liaising with clients, families, care providers, banks and other third parties
• Supporting tax returns, benefits applications and care funding assessments
• Assisting with property sales and purchases
• Attending client meetings and preparing attendance notes
• Undertaking occasional client and care-home visits
• Onboarding new Administration of Affairs clients
• Supporting senior lawyers on more complex matters
• Gaining wider exposure to wills, probate, estate and trust administration, LPAs, EPAs and estate planning

Salary & Benefits

• Circa £27,000
• Scope up to around £30,000 for an exceptional applicant
• Fee earner bonus scheme
• Hybrid working, with up to 50% home working where appropriate
• Flexible working with core hours between 10am and 4pm
• Part-time and reduced-hours arrangements considered
• 26 days’ annual leave plus bank holidays
• Birthday off
• Additional leave for long service
• Health cash plan
• Pension scheme
• Death in service cover at 2x salary
• Enhanced maternity and paternity pay
• Cycle to work scheme
• Staff discounts on legal services
• Social events and celebrations
• Clear paralegal career progression framework
• Individual development plan and ongoing training
• Opportunity to progress towards more complex work and senior paralegal responsibilities

Contact Bill Szajna-Hopgood
📩 bill.szajnahopgood@realmrecruit.com
📞 03300 245 606

Bill specialises in Private Client and Court of Protection recruitment across Yorkshire and can give you a clear picture of the team, progression pathway and how this role compares with other paralegal opportunities in the market.

While this advert sets out the criteria applicable to each salary band, the salary guidance given is purely indicative. The precise salary offered within that band will ultimately be determined by the hirer, taking into account the individual candidate’s experience, qualifications and overall suitability for the role.