Legal Secretary - Private Client

Allstaff; Northampton; On-site; GBP 24,000 - 26,000; Full time

Job summary

An established law firm is seeking a dedicated Legal Secretary specializing in Private Client services. This role offers the chance to work in a supportive environment where you will assist with Tax Planning, Wills, Trusts, and probate matters. You will manage client correspondence and work closely with the Wealth team on high-net-worth cases. The firm provides a comprehensive benefits package, including generous holiday allowance and private health care. If you are passionate about providing exceptional administrative support in a legal setting, this opportunity is perfect for you.

Benefits

24 days holiday plus 3 days for Christmas

Pension scheme

Private health care

Employee assistance programme

Income protection

Death in service benefits

Qualifications

• Experience as a Legal Secretary with a focus on Private Client matters.
• Strong documentation skills and ability to handle complex cases.

Responsibilities

• Assist with Tax Planning, Wills, Trusts, and probate matters.
• Manage client correspondence and draft legal documents.

Skills

Legal Secretary experience

Strong Administration skills

Negotiation skills

Ability to manage own caseload

Experience in handling HNW and complex matters

Tools

Office 365

Legal systems/portals

Job description

Our client is a well-established, growing law firm seeking a Legal Secretary - Private Client based in Northampton on a full-time permanent basis.

Summary of the Legal Secretary - Private Client role

Salary: GBP24,570 - GBP26,000
Location: Northampton - 100% office based
Type of Contract: Permanent
Hours: Full time Monday - Friday, 9:00am - 5:30pm
Benefits: 24 days holiday plus 3 days for Christmas, pension scheme, private health care, employee assistance programme, income protection, death in service benefits and more!

DISCLAIMER: This role is purely secretarial and does not offer progression into a Legal Fee Earner's role. Unfortunately, applicants with formal Law qualifications and those looking for a progressional role will be discounted.

Responsibilities of the Legal Secretary - Private Client

• Dealing with Tax Planning, the preparation of Wills and Wealth Protection issues.
• Handling HNW and complex matters.
• Assist the Wealth team with Private Client matters, including Wills, Trusts and probate.
• Trust administration and administration of estates.
• Build rapport with clients.
• Support other teams as and when required.
• Manage client correspondence, including drafting letters, emails and legal documents.

Requirements for a successful Legal Secretary - Private Client

• Legal Secretary experience.
• Experience working in a Private Client team (Wills, Trusts & probate).
• Strong Administration and documentation skills with experience drafting letters and legal documentation.
• Experience in handling HNW and complex matters.
• Ability to manage own caseload.
• Good negotiation skills.
• Commercial, practical and financial awareness.
• Strong IT skills with proficiency in Office 365 and legal systems/portals.