Wealth Management Assistant

Avocet Legal; Devon and Torbay; On-site; GBP 24,000 - 30,000; Full time

Job summary

Avocet Legal seeks a Wealth Management Assistant to support a busy team in Teignmouth. This full-time role involves managing diaries, client communication, and assisting in estate administration. Ideal candidates are organised, detail-oriented, and possess excellent communication skills. Join this supportive environment with competitive benefits and opportunities for growth.

Benefits

Competitive salary package

25 days holiday plus bank holidays

Holiday purchase/sale scheme

Comprehensive pension scheme

Private medical care

Qualifications

• Experience in legal support roles is beneficial but not essential.
• Exceptional attention to detail is absolutely essential.
• Excellent communication skills and confidence dealing with clients.

Responsibilities

• Manage diaries for the lawyers, keeping everything on track.
• Be the friendly, professional voice for clients and third parties.
• Help draft Wills, powers of attorney, and standard client advice letters.

Skills

Attention to Detail

Excellent Communication Skills

Organisational Abilities

Initiative

Team Player Mentality

Education

Experience in Legal Support Roles

Job description

Dani at Avocet Legal Careers is looking for a Wealth Management Assistant to join a thriving team in Teignmouth.

We're open to candidates from various backgrounds! See below under The Ideal Candidate section.

About The Client

Our client is a well-established law firm with a growing Wealth Management Team that's really making waves. They're all about delivering excellent client service while maintaining a supportive, collaborative working environment. The team specialises in estate administration (including multi-jurisdictional cases), Wills, and Lasting Powers of Attorney - so you'll be working on genuinely interesting and varied cases.

About The Role

This is a brilliant full-time, permanent opportunity to support a busy team of fee earners who handle the complex side of private client work. You'll be the organised, proactive backbone that keeps everything running smoothly while helping deliver top-notch service to clients. It's varied, challenging work where attention to detail is absolutely crucial, but you'll be supported every step of the way.

Wealth Management Assistant Responsibilities:

• Manage diaries for the lawyers you support - keeping everyone on track
• Be the friendly, professional voice for clients and third parties via phone and email
• Handle audio and copy typing, plus proofread dictated work to perfection
• Sit in on client meetings to take detailed notes and produce clear meeting records
• Help draft Wills, powers of attorney, and standard client advice letters for lawyer review
• Process payment requests and manage document storage and retrieval
• Provide general administrative support to keep the team organised and efficient
• Ensure clients have the information they need when lawyers are busy elsewhere

Wealth Management Assistant Requirements:

• Experience in legal support roles would be beneficial but not essential
• Exceptional attention to detail - this is absolutely essential
• Excellent communication skills and confidence dealing with clients
• Strong organisational abilities and enjoy organising others
• Initiative and problem-solving skills you can demonstrate from previous roles
• Ability to stay calm and sympathetic when dealing with families in difficult situations
• Team player mentality with a willingness to work toward common goals
• Ability to balance multiple responsibilities and manage time effectively
• Professional approach with a 'can-do' attitude and adaptability

Benefits:

• Competitive salary package
• 25 days holiday plus bank holidays
• Holiday purchase/sale scheme (buy or sell up to 5 extra days)
• Comprehensive pension scheme
• Private medical care
• Plus so much more!

The Ideal Candidate

You might be an experienced Wills, Trust and Probate Legal Secretary looking for your next challenge, a recent graduate ready to build a rewarding legal career, or someone from another field who's organised, detail-oriented, and ready for something new. What matters most is having the right attitude, strong organisational skills, and a genuine interest in providing excellent client service.

This is a fantastic opportunity to join a team that genuinely values their people and invests in helping everyone reach their potential. If you're looking for challenging, rewarding work in a supportive environment where you can really make a difference, we'd love to hear from you.

Get in touch with Dani at Avocet Legal Careers!