We are seeking an experienced Conveyancing Paralegal / Case Handler to join our client’s busy, client-focused residential property team. The successful candidate will manage a varied caseload of residential property transactions from initial instruction through to completion, provide excellent client care, maintain compliant and audit-ready files, and support fee earners with efficient case progression. This role offers professional development, a varied workload and opportunities to contribute to process and technology improvements. Hybrid working may be available depending on team requirements.
Key responsibilities:
Manage a caseload of residential property matters including sales, purchases, remortgages and transfers of equity; handle matters from instruction to completion in line with firm procedures and client expectations and ensuring timely progression throughout.
Provide clear, professional and timely communications to clients, lenders, estate agents, other solicitors, surveyors and third parties; update clients regularly and manage expectations throughout the transaction.
Draft, review and finalise standard legal documentation including sale and purchase contracts, transfer deeds, completion statements and post-completion documents; ensure accuracy, consistency with precedents and timely execution.
Carry out detailed file management and case progression tasks: open and close matters, maintain electronic and paper files, record accurate attendance notes and ensure documents are saved correctly within the case management system.
Undertake client identity checks and perform anti‑money laundering (AML) and source of funds checks in accordance with firm policy and regulatory requirements; escalate any issues promptly and maintain audit-ready records.
Liaise with lenders to obtain mortgage offers, satisfy conditions and handle mortgage pack requirements; prepare completion monies statements and manage financial reconciliations including client and office account transactions in line with SRA rules.
Coordinate exchange and completion processes, prepare requisitions on title, progress searches and replies, and ensure timely registration of title and post-completion formalities.
Support billing and trust accounting processes by recording time and disbursements accurately, assisting with fee notes and providing information required for invoicing and matter budgeting.
Identify opportunities to streamline conveyancing workflows, update precedents and support the rollout of practice management technology and other process improvements.
Provide assistance and guidance to more junior team members, sharing best practice, supporting training and promoting compliance across the team.
Key skills and experience required:
Proven experience in residential conveyancing or property work within a law firm, conveyancing practice or regulated environment; ability to manage a varied caseload with minimal supervision.
Good working knowledge of the conveyancing process including searches, mortgage transactions, land registration and post-completion formalities.
Strong client care and communication skills with the ability to liaise effectively with clients, lenders, estate agents and external contacts.
High level of accuracy and attention to detail when preparing and reviewing legal documents, financial information and case notes.
Familiarity with AML requirements, client identity and source of funds checks and trust accounting compliance.
Proficient IT skills, including experience with Microsoft Office>
Qualifications and additional information:
Previous conveyancing/paralegal experience required; relevant legal qualification or formal conveyancing training preferred.
Full training and ongoing support will be provided where required; opportunities for continuing professional development and career progression are available.
Salary and benefits will be discussed at interview and are commensurate with experience.
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