Private Client Secretary

Yolk Recruitment; Frome; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A well-established regional firm in Frome is seeking an energetic and organised Private Client Legal Secretary. You will provide high-quality support in matters such as wills, trusts, and probate, liaising directly with clients. This role offers flexibility with working hours, generous holiday, and opportunities for professional development. Ideal candidates will have proven experience as a legal secretary, excellent communication skills, and a strong team orientation.

Benefits

28 days holiday plus bank holidays

Flexible working hours

Discretionary bonus scheme

Enhanced pension contribution

Training & Development days

Discounted legal services

Enhanced maternity pay

Qualifications

• Experience within Private Client/wills & probate or estate planning work.
• Ability to manage your workload and prioritise tasks.
• Friendly, client-facing communication style.

Responsibilities

• Provide high-quality administrative support to fee earners.
• Prepare and process documentation and correspondence.
• Liaise directly with clients to ensure excellent service.

Skills

Proven experience as a legal secretary

Strong organisational skills

Excellent written and verbal communication skills

High attention to detail

Team-player mindset

Comfort with standard legal software

Tools

MS Office

Job description

Opportunity: Private Client Legal Secretary

Location: Frome, Somerset

Salary: Up to 30,000 (DOE)

Are you an energetic and organised legal secretary looking to step into a role where you'll truly make an impact? This is a fantastic opportunity to join a well-established regional firm renowned for delivering approachable, personalised legal support to individuals and families. You'll be part of a dynamic Private Client team, supporting solicitors in matters such as wills, trusts, probate, estate planning and related client work.

The Role:

As Private Client Legal Secretary, you will:

• Provide high-quality administrative and secretarial support to fee earners in the Private Client department (wills, trusts, probate, estate planning)
• Prepare and process documentation and correspondence: wills, trusts, powers of attorney, probate applications, estate administration
• Liaise directly with clients, both face-to-face and on the phone, ensuring excellent client service, building relationships and maintaining the supportive, personal style of the firm
• Manage diary, appointments and client meetings, as well as work-in progress files and ensure deadlines (e.g., probate, registration, executorship tasks) are met
• Assist with billing and timesheets, along with file closure steps and ensuring records are accurate and up to date

What We Are Looking For:

• Proven experience as a legal secretary (ideally, within Private Client / wills & probate or estate planning work)
• Strong organisational skills, the ability to manage your workload and prioritise tasks in a busy legal environment
• Excellent written and verbal communication skills, with a friendly, client-facing style
• High attention to detail, accuracy in documentation and ability to work with confidentiality
• A team-player mindset: we're looking for someone who enjoys collaborating but who also takes ownership of their own tasks
• Comfort with standard legal software, MS Office and a willingness to pick up new systems

What Is in It for You?

• Holidays & Time Off: 28 days of holiday plus bank holidays, with the flexibility to buy or sell up to 5 days to tailor your time off
• Work/Life Balance: Flexible working hours and the potential to work from home one day each week
• Bonus & Pension: A discretionary bonus scheme and an enhanced pension contribution to support your long-term financial future
• Training & Development: Dedicated Training & Development days, support for up-skilling and potential routes to further qualification and career progression
• Perks & Wellbeing: Discounted legal services, eye-care vouchers, regular social events and length-of-service awards recognising your loyalty
• Family & Maternity Support: Enhanced maternity pay to support you through important family-growth phases

Why Join Them?

With this firm, you'll join an organisation with a strong regional reputation for approachable, high-quality legal service. They have a team-first culture, emphasise personal relationships (both with clients and among colleagues) and believe in investing in their people. This isn't just a secretarial role, it's a chance to become a key player in a thriving Private Client practice, with real potential for growth.

If you're ready to take the next step in your legal secretarial career, we would love to hear from you!

Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.

Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.