Private Wealth Legal Executive

We have an exciting new opportunity for a Paralegal or Legal Executive to join our highly regarded Private Wealth team in our Bristol office on a full time, permanent basis.

The Practice

Osborne Clarke's Private Wealth team covers all the areas that you might expect from private client lawyers, such as wills, lasting powers of attorney, trusts, probate, deputyship and family investment companies. However, working with colleagues in Osborne Clarke's wider teams, the Private Wealth team also helps form private investment funds, find the optimal structure for a new business venture or investment and support family office arrangements.

"The team at Osborne Clarke consistently delivered clear, pragmatic advice on a very tight deadline." - Chambers & Partners

The team

Spanning our Bristol and London offices, the growing Private wealth team is made up of 2 Partners, 1 Consultant, 1 Legal Director, 1 Senior Associate, 2 Associates, 1 Chartered Legal Executive and 1 Trainee Solicitor.

Key responsibilities

• With supervision to assist with the following tasks:
• Estate Administration;
• Trust Administration;
• Deputyship and Court of Protection;
• Preparation of Wills;
• Preparation of Lasting Powers of Attorney to include registration of EPAs and LPAs;
• general administrative tasks and support.

Technical Skills and Experience

We are ideally looking for a Paralegal or Legal Executive with previous private client experience, particularly in trust and estate administration, but applications are welcome from others who are committed to build a career in this area.

In addition, you will:

• Have the ability to remain calm under pressure, demonstrating initiative and prioritisation skills;
• Demonstrate attention to detail;
• Be able to competently produce and format letters and documents;
• Be a competent user of various computer packages, Outlook, Word, Excel;
• Be a confident user of a document management system such as iManage;
• Have an interest in how technology can aid efficiency in your work; and
• Be able to work as part of a team.

Salary and benefits

We offer competitive salaries and generous benefits.

Our recruitment process

We welcome direct applications for our opportunities - if you would like any further information about this role or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Jemma Jackaman on [email removed] 

Please note we review and progress applications on a rolling basis. At Osborne Clarke we do not make any recruitment decisions using automated decision-making.

We are committed to providing an environment where you can perform to the best of your abilities at every stage of your recruitment experience and beyond. If you require any adjustments to be made during the application stage, interview process, or when working with us, please let us know in confidence.