Part-Time Private Client Legal Assistant – Hybrid (Wills & Trusts)

Motus; England; Hybrid; GBP 40,000 - 60,000; Part time

Job summary

A prominent Wealth Management firm in Surrey is seeking a part-time candidate to join their Private Client department. This opportunity allows for flexible working hours, including school hours. Candidates should have a strong background in estate administration, inheritance tax, and trust management. You will work closely with experienced solicitors and financial advisers to support high-net-worth clients. The firm prioritizes staff welfare and offers a supportive work environment.

Qualifications

• Practical experience in assisting with estate administration, wills, and trusts.
• Ability to manage legal documents related to Wills, Probate, Trusts, and Powers of Attorney.
• Experience in providing support in a financial advisory context.

Responsibilities

• Provide comprehensive admin support in the Private Client department.
• Manage and prepare legal documents related to estate administration.
• Assist the legal and wealth management teams with client advice.

Skills

Estate administration

Inheritance tax knowledge

Wills and trusts experience

Administrative support

Job description

A prominent Wealth Management firm in Surrey is seeking a part-time candidate to join their Private Client department. This opportunity allows for flexible working hours, including school hours. Candidates should have a strong background in estate administration, inheritance tax, and trust management. You will work closely with experienced solicitors and financial advisers to support high-net-worth clients. The firm prioritizes staff welfare and offers a supportive work environment.