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Estate Planning Paralegal

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Job Description - Estate Planning Paralegal


Job Title: Estate Planning Paralegal
Salary: £25,000 - £28,000
Location: Sheffield, South Yorkshire - Remote
Job Type: Full-time | Permanent


Are you looking to take the next step in your private client career, with genuine opportunities for development, work-life balance, and long-term progression?
We're working with a nationally recognised organisation known for its ethical values, innovative use of technology, and commitment to delivering exceptional service. This is a fantastic opportunity to join a forward-thinking business that invests in its people as much as it does in its clients.
What's on Offer:


  • Remote and flexible working options

  • Comprehensive training, coaching, and professional development support

  • Pension scheme with up to 10% employer contributions

  • Annual incentive scheme

  • 28 days holiday plus bank holidays (rising to 32 with service)

  • Discounts on a range of products and services

  • Free wellbeing support - mental, physical, and financial


About the Role:
You'll join an experienced and supportive team, delivering high-quality wills and estate planning services. The role is ideal for someone confident in managing their own caseload, with a client-focused approach and a desire to be part of a business that values long-term relationships and service excellence.
Key Responsibilities:


  • Drafting wills and related estate planning documents

  • Managing incoming cases from instruction through to completion

  • Providing advice and updates to clients via telephone and written communication

  • Ensuring all legal documentation is accurate and compliant

  • Maintaining detailed client records in line with regulatory standards


About You:


  • Solid experience in will drafting and/or estate planning

  • Comfortable working independently and managing your own caseload

  • Excellent attention to detail and written communication skills

  • A strong customer service ethic and ability to build client rapport

  • Organised, proactive, and committed to delivering results


If you're currently in private practice and feel limited in terms of support, progression or work-life balance, this could be the opportunity you've been looking for.
To learn more or apply, please get in touch.
How to Apply:

  • If this Estate Planning Paralegal vacancy is of interest, please click the apply button. Alternatively, if you would like to discuss with Lauren Hopkinson who is managing this vacancy, call for a confidential discussion. Are you wanting to review additional career opportunities? Visit our jobs page at jobs


Additional Information:

  • CRA Legal follow strict best practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
  • This Estate Planning Paralegal vacancy is very popular with the local legal community, so please apply quickly to ensure your application is considered. As part of our candidate registration and care process we at CRA Legal aim to respond to all successful applications within 2 working days.
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