Paralegal
- Recruiter
- Reed
- Location
- York
- Contract
- Permanent
- Work pattern
- Full Time
- First listed by Ontap
- 22 September 2026
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Job description
Administration of Affairs Paralegal
Location: York City Centre
Job Type: Full-time
Annual salary: Competitive in line with market rate
Working Hours: Monday to Friday 9-5.30pm
We are seeking a capable, organised, and compassionate Administration of Affairs Paralegal to join our Client's Private Client Team. This role is ideal for someone with a keen attention to detail, excellent communication skills, and a genuine interest in supporting vulnerable clients and their families.
Day-to-day of the role:
Assist the Directors with the day-to-day administration and management of clients' financial affairs.
Process payments for care fees, household bills, utilities, and other liabilities.
Monitor client bank accounts, reconcile transactions, and maintain accurate financial records and schedules.
Liaise with clients, family members, care providers, financial institutions, estate agents, and other third parties.
Support the preparation of documentation connected with tax returns, care funding assessments, benefit applications, and related financial administration.
Assist with the sale and purchase of properties, including liaising with estate agents and other professionals on behalf of the Directors.
Attend client meetings where appropriate, preparing attendance notes or follow-up correspondence.
Assist with onboarding new administration of affairs clients.
Maintain accurate client files, diarise key dates, and ensure compliance with internal procedures.
Respond to queries from clients, family members, care providers, and professional contacts in a sensitive and professional manner.
Ensure all file management, record keeping, and client communications are maintained to a high professional standard.
Required Skills & Qualifications:
Previous experience as a paralegal, legal assistant, legal secretary, or administrator, ideally within Private Client or a related area.
Excellent written and verbal communication skills.
A sensitive, professional, and confidential approach when dealing with clients and families.
Strong organisational skills and attention to detail.
Confidence handling financial information and maintaining accurate records.
Ability to manage competing priorities and work effectively as part of a team.
Proactive, practical, and client-focused approach.
Confidence using technology and a willingness to work with new systems and AI tools where appropriate.
High standards of client care, with empathy and understanding for clients who may be experiencing difficult circumstances.
Benefits:
Competitive salary
Realistic targets
Wellbeing support
Vibrant social scene
Comprehensive benefits package including pension, life cover, enhanced maternity and paternity pay, health cash plan, staff discounts, competitive holidays (plus a day off for your birthday!), and a cycle to work scheme