Legal Secretary

Team: Individuals & Families - this team compliments the firm's commercial legal services offering by providing a complete solution to the firm's clientele who consist primarily of Entrepreneurs, including company directors/shareholders and HNW individuals. Whilst the priority of this role is to support the Individuals & Families Team, this role will also be required to support our other teams in situations where there is capacity. This supports our ethos of everyone helping and supporting each other.

Reporting to: Daniel Wilson

• 24 days holiday (increasing to 26 days in accordance with policy)
• Non-Contractual Leave - 3 Days for Christmas Shutdown
• 3% Employer Pension Contribution
• BUPA Private Health
• Employee Assistance Programme
• Income Protection Scheme
• Death in Service Benefits
• Perkbox

• HNW and complex matters would be an advantage.
• Lasting Powers of Attorney.
• Trusts, including knowledge of declarations of trust would be an advantage.
• Probate including taxable estates and those with a foreign element.
• Basic knowledge of Inheritance Tax.
• Experience of the following:
  • Preparing Wills
  • Preparing Powers of Attorney
  • Simple Trust Administration
  • Administration of estates, including the preparation of estate accounts
  • Contentious Probate
• Experience of working within other practice areas such as Family, Residential Conveyancing and Dispute Resolution.

• A minimum of 3 years' experience working in a private client team.
• The ability to assist with managing client correspondence including drafting letters, emails and legal documents as required under supervision. Therefore, good drafting and proof reading skills are essential.
• Assist with file management, organising client documents and maintaining accurate records.
• Intermediate to advanced IT and online systems ability (Microsoft Office, legal industry specific document management systems, online portals/datarooms etc.)
• Practical and financial awareness.
• Confidence and ability to communicate at senior levels.
• Excellent interpersonal skills
• Team player able to fit into a friendly, busy team.
• Good organisational skills
• Ability to work to deadlines and under the pressure that comes with private client work.

The firm is an Equal Opportunities Employer and is committed to the implementation and maintenance of employment and recruitment practices which will ensure that no potential or current employee or trainee, is treated less favourably on the grounds of age, disability, gender, marital status, race, religion, nationality, colour, pregnancy and maternity or any other aspects unrelated to their current and potential skills, aptitudes and abilities.