Private Client legal assistant/paralegal/secretary * IN-HOUSE * 40k. PART TIME/school hours

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

PART TIME ROLE - 2-3 DAYS, depending upon your requirement, and can accommodate school hours

SURREY with flex on home working. **** EXCLUSIVE NEW INSTRUCTION.

Looking to move in-house and escape the pressures and politics of law firm life? If so, this is a fantastic opportunity to join a HNW Wealth Management business, established for over 50years.

This exciting role provides the opportunity to be a pivotal part of a growing private client department, within a busy firm of Financial Advisers.

You will have practical experience of assisting with estate administration, inheritance tax, lasting powers of attorneys, wills and trusts. They will have a genuine enthusiasm for this area of law and will relish the opportunity to be an essential part of growing an already successful business.

Although the role will provide a significant amount of autonomy, it is overseen by an experienced Private Client Solicitor and will involve working closely with a dedicated Tax Manager and a team of professionally qualified financial advisers who are knowledgeable about trusts and estate administration and will provide direction on the delivery of client work.

The role is part time, and they offer various flexible working arrangements, including school hours working. There may be the opportunity to build upon this as the department grows and develops further.

Role Responsibilities

• Provide comprehensive admin support in the Private Client department. Secretarial duties including booking meetings and arranging diaries. Manage and prepare legal documents related to Wills, Probate, Trusts, and Powers of Attorney. Manage estate administration cases. Assist the legal and wealth management teams to ensure clients are provided with relevant advice on IHT, trusts and capital gains tax issues. Assist the Tax Manager with admin tasks. Assist with trust administration, including supporting trustees in meeting all relevant obligations.

This is a great place to work.They recognise the pressures of a client base that has high expectations, and they put the welfare of their staff at the top of the list of things that matter most.

If you’d like more details and a confidential chat, contact Nathalie Pickering on 07879 401 671 at [e-mail]