Private Client Paralegal / Legal Assistant

Tsr Legal; Monmouth; On-site; GBP 21,000 - 27,000; Full time

Job summary

TSR Legal is seeking a Private Client Paralegal / Legal Assistant to join its friendly, expanding team in Monmouth. You will support solicitors with wills, probate, and estate administration, and help with Lasting Powers of Attorney and Court of Protection work.

The role offers exposure to a varied private client caseload with opportunities for professional development in a supportive firm focused on client care. This is a permanent position based in Monmouth.

Qualifications

• Experience in a private client department or a strong interest in developing in this area.
• Understanding of wills, probate, estate administration and/or Lasting Powers of Attorney.
• Excellent organizational skills and strong attention to detail.
• Professional, approachable and empathetic with clients.
• Ability to manage competing priorities and meet deadlines.
• Strong written and verbal communication.
• Proactive and able to work independently and within a team.

Responsibilities

• Assist with the preparation of Wills and related documentation.
• Support solicitors with probate and estate administration matters.
• Assist with Lasting Powers of Attorney and Court of Protection work.
• Prepare correspondence, legal documents and file notes.
• Liaise with clients, beneficiaries, financial institutions and third parties.
• Maintain accurate client files and documentation.
• Support onboarding, compliance checks and admin processes.
• Monitor deadlines and progress matters efficiently.
• Provide compassionate, professional service to clients.

Skills

Private client experience

Attention to detail

Communication skills

Job description

Private Client Paralegal / Legal Assistant

The Opportunity

TSR Legal is working in partnership with a growing, well-established law firm to appoint a Private Client Paralegal / Legal Assistant to join its friendly and expanding team.

This is an excellent opportunity for someone with experience in private client work who is looking to develop their career within a supportive firm that places client care at the heart of everything it does.

The successful candidate will work closely with lawyers, assisting with a varied range of private client matters and supporting the team in delivering a professional, approachable and personal service to clients.

The firm has a strong reputation for providing sensitive and practical advice, particularly to individuals and families planning for the future, managing their affairs or dealing with the estate of a loved one.

The Role

You will provide legal and administrative support across a broad range of private client matters, including:

• Assisting with the preparation of Wills and related documentation.
• Supporting solicitors with probate and estate administration matters.
• Assisting with Lasting Powers of Attorney and Court of Protection work.
• Preparing correspondence, legal documents and file notes.
• Liaising with clients, beneficiaries, financial institutions and other third parties.
• Maintaining accurate client files and ensuring documentation is organised and up to date.
• Supporting the team with client onboarding, compliance checks and administrative processes.
• Monitoring deadlines and helping to ensure matters progress efficiently.
• Providing a compassionate and professional service to clients, many of whom may be dealing with sensitive personal or family circumstances.

There will be opportunities to gain exposure to a varied private client caseload and further develop your technical knowledge as the team continues to grow.

About You

We are keen to hear from candidates with previous experience in a private client legal support role, whether as a Paralegal, Legal Assistant or Legal Secretary looking to develop their experience further.

You will ideally have:

• Previous experience within a private client department or a strong interest in developing a career in this area.
• An understanding of Wills, probate, estate administration and/or Lasting Powers of Attorney.
• Excellent organisational skills and strong attention to detail.
• A professional, approachable and empathetic manner when dealing with clients.
• The ability to manage competing priorities and work effectively to deadlines.
• Strong written and verbal communication skills.
• A proactive approach and the confidence to work both independently and as part of a close-knit team.

The firm is looking for someone who takes pride in their work, enjoys helping people and understands the importance of providing a personal and supportive client experience.

What’s on Offer?

• The opportunity to join a growing law firm with an established client base.
• A varied private client role offering scope to develop your experience.
• The chance to work closely with experienced lawyers and a supportive team.
• A friendly working environment with a strong focus on client care.
• Opportunities for ongoing learning and professional development.
• A permanent position based in Monmouth.