Legal Support - Onboarding

Spire Solicitors; Attleborough; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Healthcare plan (Bupa)

Contributory pension

25 days leave

Self-care days

Close down days

Personal Development Plan

Wellbeing champions

Agile/Flexi working

Staff events

Collaborative culture

Job summary

Spire Solicitors LLP is seeking a Legal Support (Onboarding) to join our Private Client team at a Norfolk office, including Attleborough. You will support file openings, client verification, AML/KYC compliance and liaison with fee earners to prioritise work.

The role requires strong attention to detail, excellent organisation, and the ability to handle multiple tasks in a fast-paced environment while delivering high-quality client service.

Qualifications

• Adept at managing multiple tasks with strong attention to detail.
• Team-oriented with ability to gain trust of team and clients.
• Organised with good time-management and ability to work under pressure.

Responsibilities

• Client and matter inception.
• Open files with new business team and fee earners in compliance.
• Manage digital and physical identity verification.
• Execute conflict-of-interest searches before opening new matters.
• Explain regulatory requirements to new clients in accessible terms.
• Audit data entry for communication preferences and AML/KYC processes.
• Chase clients/third parties for outstanding documents and letters.
• Update client data in practice management systems (ALB).
• Ensure tasks are logged and compliant.
• Liaise with fee earners to prioritise work.
• Assist onboarding internal staff with intake portals and compliance workflows.
• Answer calls and greet clients, collecting ID documentation.
• Photocopying and scanning.

Skills

Attention to detail

Time management

Team player

Job description

The Opportunity:

We have an opportunity for a Legal Support position (Onboarding) to join our Private Client team, based at one of our Norfolk offices. This role is an excellent opportunity to work in a friendly, growing and fast-paced law firm.

About the Team:

Our Private Client team supports clients with enquiries relating to wills, tax and probate. The team are there to help guide those throughout the process of writing a will, creating a lasting power of attorney, or dealing with probate. Our team operates from all of our Norfolk offices and is a combination of both fee earning and support teams.

The Role:

To purpose of the role is to provide comprehensive support to the Private Client department to ensure the smooth running, efficient and effective management of the Private Client fee earning team and promote positive case management and client care.

The role will see the successful candidate undertaking the following tasks:

• Client and Matter inception

Supporting the new business team, legal secretary support and fee earners with opening files which are complaint.

Manage digital and physical identity verification, ensuring adherence to regulatory standards.

Execute comprehensive conflict-of-interest searches against internal databases before opening any new matter.

Guide new clients through the early stages of engagement, explaining complex regulatory requirements in accessible terms.

Audit initial data entry to confirm communication preferences are correctly logged and the AML the Know Your Client processes are followed.

Proactively chase clients, third parties, or internal fee-earners for outstanding documentation, terms of business, or signed engagement letters

• Using our practice management systems to update client data and maintaining contacts and marketing databases (ALB)
• Completing tasks on the system to ensure we are complaint
• Liaising with fee earners to establish priority of work
• Assist with onboarding new internal legal staff, demonstrating how to use intake portals and follow compliance workflows.
• Answering telephone calls and meeting and greeting clients (taking ID documentation)
• Photocopying/scanning

The Candidate:

The ideal candidate will be adept at managing multiple tasks and have a good attention to detail. They should be a team-player who can quickly gain the trust of their team and clients as well as our professional colleagues in this area of legal work. We pride ourselves in putting our clients at the frontosta of what we do, and we are looking for candidates who share this passion.

We are looking for a candidate who:

• Has strong attention to detail
• Can organise and time manage their day effectively
• Has the ability to work well with others and under time pressure from time to time

TeamSpire:

Spire Solicitors LLP is one of the largest legal firms in the region. With our head office in the heart of Norwich city centre, we have a strong regional presence with offices in market towns throughout Norfolk including Attleborough, Aylsham, Dereham, Diss, Watton and Wymondham. We offer a comprehensive range of legal advice and we pride ourselves on our friendly and personable culture.

Benefits:

• Healthcare cash plan with Bupa
• Contributory pension scheme
• 25 days’ annual leave (FTE), plus Bank Holidays
• 2 self-care days per year (FTE)
• 3.5 days paid "close down" days at Christmas
• Personal Development Plan to support your career
• Wellbeing Champions to support your wellbeing within the firm
• Agile/Flexi Working Policy
• Staff events, and an active social committee
• A collaborative and engaging company culture

Equal Opportunities:

Spire Solicitors LLP is an equal opportunity employer with all applicants considered for interview and potential subsequent employment without regard to disability, gender identity, race, sex, sexual orientation, or any other legally protected status.