Private Client Legal Secretary

Our client is seeking a dedicated and skilled Legal Secretary with a minimum of 4 years’ experience working in a private client team. This is a fantastic opportunity for someone who thrives in a fast-paced environment and is passionate about providing exceptional support. You will be responsible for managing client correspondence, including drafting letters, emails, and legal documents with precision. Strong drafting and proof-reading skills are essential for this role.
You will demonstrate the ability to manage your own caseload where required, working to deadlines and handling the pressure that comes with private client work.
Experience in dealing with Tax Planning, the preparation of Wills, and Wealth Protection issues is a must. Experience handling high-net-worth (HNW) and complex matters would be a significant advantage, along with Lasting Powers of Attorney. Knowledge of Trusts, including Trust Corporations, Family Investment Companies, and declarations of trust, would also be highly beneficial. Experience with probate, including taxable estates (both domestic and those with a foreign element), claiming BPR and APR, and a solid understanding of Inheritance Tax will be key to your success.

The Firm:
Award-winning, multi-accredited and ranked in the Legal 200 and 500, our client is well-known as a fantastic firm to work for and with. Investing in internal talent and giving back to their communities, they have built an enviable reputation amongst peers and clients alike. Attracting clients and lawyers in all sectors, they provide commercially viable advice and support continued development and progression throughout their team.

Type of work:

• Tax Planning
• Trust Administration
• Administration of estates, including the preparation of estate accounts
• Corporate/Commercial awareness
• Contentious Probate
• Experience of working within other practice areas such as Corporate, Commercial, Dispute Resolution, Employment and Real Estate.

This role comes with a comprehensive benefits package designed to support your wellbeing and work-life balance. You’ll receive 24 days of holiday, increasing to 26 in line with company policy, plus an additional three days of non-contractual leave for the Christmas shutdown. The package also includes a 4% employer pension contribution, BUPA private health cover, and access to an Employee Assistance Programme. Additionally, you’ll benefit from an Income Protection Scheme, Death in Service cover, and access to Perkbox/Benefits Hub for exclusive perks and discounts.

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