Who are we?

The Jackson Lees Group is a leading North West law firm and part of The MAPD Group. What started as a small Liverpool practice has grown into a multi‑office firm with more than 200 colleagues across Liverpool, Hoylake, Heswall and Churchtown. We are proud of our culture, our values, and our commitment to delivering exceptional legal services while supporting our people to be the best version of themselves.

Overall purpose:      

To provide support to the Fee Earners and Team Leaders completing all talks to a high standard. Also delivering a professional, responsive, high-quality service to our clients ensuring full compliance with policies and procedures laid out by the firm and by regulatory bodies. To act as an ambassador for the Firm at all times, actively promoting its services. 

Key accountabilities:

• Assist with the management and progression of Wills, Probate and estate administration matters, appropriate to experience
• Prepare draft Wills, Probate applications, estate administration documentation, Lasting Powers of Attorney and related correspondence for approval
• Provide an element of chargeable legal services in line with agreed targets
• Deal directly with clients and third parties, delivering clear, empathetic and professional communication
• Maintain accurate and up‑to‑date case management systems to ensure effective file management
• Liaise with beneficiaries, executors, financial institutions and other third parties as required
• Ensure the Firm’s policies and procedures, and those laid out by regulatory bodies such as the Solicitors Regulation Authority, are fully complied with at all times
• Contribute to effective risk management through regular file reviews, risk assessments and high standards of client care
• Support fee earners and assist on more complex matters where required
• Carry out any other reasonable duties as requested by fee earners, the Team Leader or management staff

What we’re looking for:

• Experience working within a Wills, Trusts & Probate environment as a Paralegal, Probate Executive or similar
• Experience assisting with probate and estate administration matters
• Experience of working towards targets (chargeable hours)
• Strong organisational skills with excellent attention to detail
• Ability to work well as part of a team in a fast‑paced legal environment
• Proactive, with the ability to use initiative in day‑to‑day tasks
• Competent use of IT and case management systems
• Excellent client care skills, with the ability to demonstrate empathy and professionalism