Private Client Legal Assistant – Wills, LPAs & Probate

Talent Finder; Chelmsford, Benfleet; On-site; GBP 28,000 - 30,000; Full time

Job summary

Talent Finder is seeking a Private Client Legal Assistant in Chelmsford or Benfleet to support the Private Client team on wills, LPAs and probate matters. You will handle day-to-day caseloads, client contact and document preparation, ensuring efficient progression and compliance.

The role requires 12+ months in private client/wills or probate, strong communication, and a compassionate approach to vulnerable clients. Strong IT skills and experience with LEAP or similar are desirable.

Qualifications

• Experience in private client, wills, LPAs or estate administration.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and case management systems.

Responsibilities

• Support fee earners with day-to-day running of a large caseload.
• Handle new client enquiries and arrange appointments.
• Open/close files, perform AML/ID checks and issue client care documents.
• Manage calls, emails, postal correspondence and keep clients updated.
• Prepare estate accounts and probate documents for fee earner approval.
• Arrange will signings, witnessing and safe storage of wills.
• Assist with Court of Protection and probate processes as required.
• Follow regulatory and data protection standards.

Skills

Communication

Organisation

Microsoft Office

Case management

Legal accounting

Confidentiality

Empathy

Attention to detail

Teamwork

AI systems

Education

Law degree or LPC/SQE or CILEX

Tools

LEAP

Legal software

Job description

Talent Finder is seeking a Private Client Legal Assistant in Chelmsford or Benfleet to support the Private Client team on wills, LPAs and probate matters. You will handle day-to-day caseloads, client contact and document preparation, ensuring efficient progression and compliance.

The role requires 12+ months in private client/wills or probate, strong communication, and a compassionate approach to vulnerable clients. Strong IT skills and experience with LEAP or similar are desirable.