Conveyancing Paralegal/Case Handler

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.