Private Client Legal Assistant

TSR-Legal; Chepstow; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Bonus scheme

Private medical insurance

Pension scheme

Flexible working

Free parking

Enhanced annual leave

Training & development

Career progression

Job summary

TSR Legal is delighted to appoint a Private Client Assistant to support its Private Client department in Chepstow. The role offers exposure to wills, probate and estate administration with excellent training, support and long-term progression.

You will join a friendly team, manage day-to-day matters from instruction to completion, and enjoy benefits including a competitive salary (£25,000 - £35,000 DOE), private medical insurance, pension, flexible working and free on-site parking.

Qualifications

• Experience in private client matters is preferred.
• Knowledge of AML procedures and GDPR is beneficial.
• Legal support experience or relevant qualifications are encouraged to apply.

Responsibilities

• Assist with preparation of Wills and Lasting Powers of Attorney.
• Support fee earners with probate and estate administration.
• Prepare legal documents and client correspondence.
• Liaise with clients, beneficiaries and third parties.
• Arrange appointments and document execution meetings.
• Maintain and update case management systems.
• Manage files and ensure deadlines are met.
• Provide administrative support across the Private Client team.

Skills

Communication

Interpersonal skills

Attention to detail

Organization

MS Office

Legal case management

Education

Law degree

Legal qualification

Tools

Case management software

Microsoft Office Suite

Job description

Private Client Legal Assistant

Chepstow | Up to £35,000 DOE + Excellent Benefits

TSR Legal is delighted to be working with a respected regional law firm that is looking to appoint a Private Client Assistant to support its established and growing Private Client department. This opportunity would suit an organised and personable individual who enjoys working closely with clients and supporting legal professionals on a range of private client matters. Whether you already have experience within wills, probate and estate administration or are looking to develop your legal career in this area, this role offers excellent training, support and long-term progression.

The Opportunity

Joining a friendly and collaborative team, you will play an important role in helping to deliver a high standard of service to clients while supporting fee earners with the day-to-day management of private client matters. You will gain exposure to a broad range of work and become involved in matters from initial instruction through to completion.

Key Duties

Your responsibilities will include:

• Assisting with the preparation of Wills and Lasting Powers of Attorney
• Supporting fee earners with probate and estate administration matters
• Preparing legal documentation and client correspondence
• Liaising with clients, beneficiaries and third parties
• Arranging appointments and document execution meetings
• Maintaining and updating case management systems
• Managing files and ensuring key deadlines are met
• Providing administrative support across the Private Client team

Candidate Profile

The successful candidate will be organised, proactive and capable of managing a varied workload in a professional environment.

You will ideally possess:

• Excellent communication and interpersonal skills
• Strong attention to detail and accuracy
• Good organisational and file management abilities
• Confidence using Microsoft Office and legal case management systems
• The ability to prioritise tasks and work effectively under pressure
• A professional and client-focused approach

Experience within a private client department would be advantageous, although candidates with a legal qualification, law degree or transferable legal support experience are also encouraged to apply.
Knowledge of AML procedures, GDPR requirements and regulatory compliance would be beneficial.

Why Apply?

This is an excellent opportunity to join a progressive and supportive law firm that values professional development and offers genuine opportunities for career growth.

Benefits include:

• Competitive salary of £25,000 - £35,000 depending on experience
• Performance-related bonus scheme
• Private medical insurance
• Pension scheme
• Flexible working arrangements
• Free on-site parking
• Enhanced annual leave package
• Ongoing training and development
• Clear opportunities for progression within the business