An exciting opportunity has arisen for a Legal Secretary to join a well-established Wills, Trusts & Estates team in Southampton.My client is a leading Legal 200 law firm. You will be assisting experienced Fee-Earners in their caseloads with a role that is fast-paced and varied throughout. The role will be to support fee earners with the following: Typing from dictation and producing documents Preparation of various documentation Dealing with telephone enquiries, both internal and external Being the first point of contact for the team Communication with clients File compliance Diary management Filing and general administration The suitable candidate will possess the following attributes: Excellent communication skills, both written and verbal Highly organised Accurate typing and input of information skills A good team player Flexible and proactive approach Good IT skills, particularly in Microsoft Office (Word, Excel, Outlook) Willing to take ownership and be accountable for own work Tax & Estate Planning experience would be a distinct advantage, but not essential You will receive further training and development throughout your career from day one. The successful candidate will also be able to take advantage of the firm's hybrid working policy, once established. You will have pre-existing Wills, Trusts and Probate experience in place, in order to be considered. To apply for this unique opportunity, please email your CV to the link attached for an informal discussion or contact Jamie Warriner at G2 Legal today! (Please note salary is a guide, based on experience)
May 18, 2024
Full time
An exciting opportunity has arisen for a Legal Secretary to join a well-established Wills, Trusts & Estates team in Southampton.My client is a leading Legal 200 law firm. You will be assisting experienced Fee-Earners in their caseloads with a role that is fast-paced and varied throughout. The role will be to support fee earners with the following: Typing from dictation and producing documents Preparation of various documentation Dealing with telephone enquiries, both internal and external Being the first point of contact for the team Communication with clients File compliance Diary management Filing and general administration The suitable candidate will possess the following attributes: Excellent communication skills, both written and verbal Highly organised Accurate typing and input of information skills A good team player Flexible and proactive approach Good IT skills, particularly in Microsoft Office (Word, Excel, Outlook) Willing to take ownership and be accountable for own work Tax & Estate Planning experience would be a distinct advantage, but not essential You will receive further training and development throughout your career from day one. The successful candidate will also be able to take advantage of the firm's hybrid working policy, once established. You will have pre-existing Wills, Trusts and Probate experience in place, in order to be considered. To apply for this unique opportunity, please email your CV to the link attached for an informal discussion or contact Jamie Warriner at G2 Legal today! (Please note salary is a guide, based on experience)
Legal Secretary / Assistant - Private Client Location: Witney My client has an exciting opportunity for a Legal Secretary / Assistant to join their highly regarded Private Client team in Witney. Whilst the role is suitably challenging, previous Private Client experience is not essential; although a genuine interest in Wills, Powers of Attorney, Probate, and estate administration would be an advantage. Key Responsibilities Administrative support including: file opening, document production, filing/archiving, retrieval of files, photocopying, email management, cheque requests, and dealing with post Drafting documents, using appropriate precedents and templates to accurately reflect fee earner instruction Audio-typing Typing standard and non-standard letters Attending clients over the phone and in person to respond to enquiries Arranging and scheduling meetings and other appointments Running monthly bills, diarising payments, and follow-up Carrying out other duties and responsibilities as required Knowledge, Skills, and Attributes Previous experience working as a Legal Secretary or Legal Assistant within a Private Client team would be desirable Excellent organisation capability with the ability to effectively prioritise Ability to work quickly, accurately, to deadlines and under pressure Competent with IT applications such as Word, Excel, and Outlook Experience on case management systems desirable Experience with BigHand transcription system desirable Strong written communication skills A friendly approachable personality to facilitate the link between lawyers, clients and third parties Good attention to detail Professional, personal presentation In return my client offers a supportive environment in which to progress your career with a highly regarded law firm, as well as a range of staff benefits.
May 18, 2024
Full time
Legal Secretary / Assistant - Private Client Location: Witney My client has an exciting opportunity for a Legal Secretary / Assistant to join their highly regarded Private Client team in Witney. Whilst the role is suitably challenging, previous Private Client experience is not essential; although a genuine interest in Wills, Powers of Attorney, Probate, and estate administration would be an advantage. Key Responsibilities Administrative support including: file opening, document production, filing/archiving, retrieval of files, photocopying, email management, cheque requests, and dealing with post Drafting documents, using appropriate precedents and templates to accurately reflect fee earner instruction Audio-typing Typing standard and non-standard letters Attending clients over the phone and in person to respond to enquiries Arranging and scheduling meetings and other appointments Running monthly bills, diarising payments, and follow-up Carrying out other duties and responsibilities as required Knowledge, Skills, and Attributes Previous experience working as a Legal Secretary or Legal Assistant within a Private Client team would be desirable Excellent organisation capability with the ability to effectively prioritise Ability to work quickly, accurately, to deadlines and under pressure Competent with IT applications such as Word, Excel, and Outlook Experience on case management systems desirable Experience with BigHand transcription system desirable Strong written communication skills A friendly approachable personality to facilitate the link between lawyers, clients and third parties Good attention to detail Professional, personal presentation In return my client offers a supportive environment in which to progress your career with a highly regarded law firm, as well as a range of staff benefits.
Well established, law firm with offices across Surrey and London are seeking a Legal Secretary/ PA to join their busy Private Client department. This role will be to assist the fee earners in their day to day work by providing support and an efficient secretarial and administrative service within the Private client department. The Private Client team deals with a range of areas including: Will drafting Probate/Estate administration Set up and administration of Trusts Powers of Attorney Court of Protection/Deputyship Duties: Providing full secretarial support including using a digital dictation system to produce correspondence and other documentation related to Private Client matters. Maintenance of comprehensive and accurate client admin files. Drafting of basic Wills, LPAs and Court of Protection applications. Completion of forms relating to tax i.e. Inheritance Tax. Production of attendance notes. Support fee earners in marketing activities. General team administration including photocopying, faxing, filing and scanning. Meeting and greeting clients. Handling telephone enquiries and directing accordingly. Arranging meeting room bookings/travel arrangements. Desired skills and experience: At least 2 years Legal Secretary/ PA experience within Private Client. CILEX Legal Secretarial Diploma would be an advantage. Fast, accurate typing ability, ideally using digital audio systems. IT literate - Microsoft Word / Excel / Outlook / Digital Audio software / Case Management. What they offer: Full time in the office - Monday - Friday. Competitive Holiday plus bank holidays. Private medical cover. Pension scheme. Salary depending on experience up £25,000 - £30,000
May 18, 2024
Full time
Well established, law firm with offices across Surrey and London are seeking a Legal Secretary/ PA to join their busy Private Client department. This role will be to assist the fee earners in their day to day work by providing support and an efficient secretarial and administrative service within the Private client department. The Private Client team deals with a range of areas including: Will drafting Probate/Estate administration Set up and administration of Trusts Powers of Attorney Court of Protection/Deputyship Duties: Providing full secretarial support including using a digital dictation system to produce correspondence and other documentation related to Private Client matters. Maintenance of comprehensive and accurate client admin files. Drafting of basic Wills, LPAs and Court of Protection applications. Completion of forms relating to tax i.e. Inheritance Tax. Production of attendance notes. Support fee earners in marketing activities. General team administration including photocopying, faxing, filing and scanning. Meeting and greeting clients. Handling telephone enquiries and directing accordingly. Arranging meeting room bookings/travel arrangements. Desired skills and experience: At least 2 years Legal Secretary/ PA experience within Private Client. CILEX Legal Secretarial Diploma would be an advantage. Fast, accurate typing ability, ideally using digital audio systems. IT literate - Microsoft Word / Excel / Outlook / Digital Audio software / Case Management. What they offer: Full time in the office - Monday - Friday. Competitive Holiday plus bank holidays. Private medical cover. Pension scheme. Salary depending on experience up £25,000 - £30,000
Legal Secretary Our client is looking for an experienced Legal Secretary to join their fast-paced team on a permanent basis. The ideal candidate will have previous experience within a Private Client Department to be able to easily take on the role from day one, alongside full training on internal systems and procedures. Our client has a supportive environment with training opportunities, room for professional growth and appropriate administrative support. Benefits: 25 days holiday plus bank holidays Annual leave on Birthday 3 days between Christmas and New Years off Salary negotiable dependent upon experience Responsibilities: Audio typing and copy typing Dealing with clients in person and via telephone Taking messages General office duties Ensuring compliance with SRA guidelines Candidate Specification: Previous experience in Wills, Tax, Trusts and Probate areas of Law Experience within Commercial law is advantageous but not essential Good working knowledge of MS Word (track changes and formatting of large documents) and Outlook.
May 18, 2024
Full time
Legal Secretary Our client is looking for an experienced Legal Secretary to join their fast-paced team on a permanent basis. The ideal candidate will have previous experience within a Private Client Department to be able to easily take on the role from day one, alongside full training on internal systems and procedures. Our client has a supportive environment with training opportunities, room for professional growth and appropriate administrative support. Benefits: 25 days holiday plus bank holidays Annual leave on Birthday 3 days between Christmas and New Years off Salary negotiable dependent upon experience Responsibilities: Audio typing and copy typing Dealing with clients in person and via telephone Taking messages General office duties Ensuring compliance with SRA guidelines Candidate Specification: Previous experience in Wills, Tax, Trusts and Probate areas of Law Experience within Commercial law is advantageous but not essential Good working knowledge of MS Word (track changes and formatting of large documents) and Outlook.
Ideal Personnel and Recruitment Solutions
Bedford, Bedfordshire
Our client has a permanent, full-time vacancy for a Legal Secretary to be part of their Wills and probate team. We would like you to have previous legal office experience, along with excellent time management skills and a professional, attentive & empathetic telephone manner. You must have precise typing skills and an accurate presentation of work. Attention to detail and excellent time management skills are essential for this very busy position. A methodical approach to work, which needs to be completed under strict deadlines, are also vital for this role. Previous experience in a Private Client environment is desirable. The main duties of this role will include the following - Provide effective secretarial and administration support to the Trusts & Estates Fee Earners. Undertake administrative matters to adequate standards of accuracy and efficiency under the supervision of the Partners and Fee Earners. General secretarial and reception duties Taking all new business enquiries, recording these & completing the necessary administration to open files Support the team in an administration role with the case management system, filing, photocopying and scanning Process instructions relating to Estate Administration work in accordance with established procedures of both good practice and the firm's quality system. Assist in the personal organisation of the Fee Earner through the operation of a diary management system, booking and making client appointments via Outlook Assist in communication and support of clients through relaying telephone messages both incoming and outgoing and face to face contact Type work as dictated, via Dictamen digital dictation. Producing and amending letters and documents Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
May 18, 2024
Full time
Our client has a permanent, full-time vacancy for a Legal Secretary to be part of their Wills and probate team. We would like you to have previous legal office experience, along with excellent time management skills and a professional, attentive & empathetic telephone manner. You must have precise typing skills and an accurate presentation of work. Attention to detail and excellent time management skills are essential for this very busy position. A methodical approach to work, which needs to be completed under strict deadlines, are also vital for this role. Previous experience in a Private Client environment is desirable. The main duties of this role will include the following - Provide effective secretarial and administration support to the Trusts & Estates Fee Earners. Undertake administrative matters to adequate standards of accuracy and efficiency under the supervision of the Partners and Fee Earners. General secretarial and reception duties Taking all new business enquiries, recording these & completing the necessary administration to open files Support the team in an administration role with the case management system, filing, photocopying and scanning Process instructions relating to Estate Administration work in accordance with established procedures of both good practice and the firm's quality system. Assist in the personal organisation of the Fee Earner through the operation of a diary management system, booking and making client appointments via Outlook Assist in communication and support of clients through relaying telephone messages both incoming and outgoing and face to face contact Type work as dictated, via Dictamen digital dictation. Producing and amending letters and documents Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Legal Secretary / Assistant - Private Client Location: SwindonSalary: Flexible depending on experience My client has an exciting opportunity for a Legal Assistant to join their highly regarded Private Client team in Swindon. Whilst the role is suitably challenging, Private Client experience is not essential; although a genuine interest in Wills, Powers of Attorney, Probate, and estate administration would be an advantage. Key Responsibilities Administrative support including: file opening, document production, filing/archiving, retrieval of files, photocopying, email management, cheque requests, and dealing with post Drafting documents, using appropriate precedents and templates to accurately reflect fee earner instruction Audio-typing Typing standard and non-standard letters Attending clients over the phone and in person to respond to enquiries Arranging and scheduling meetings and other appointments Running monthly bills, diarising payments, and follow-up Knowledge, Skills, and Attributes Previous experience working as a Legal Secretary or Legal Assistant, ideally within a Private Client team although that is not essential Excellent organisation capability with the ability to effectively prioritise Ability to work quickly, accurately, to deadlines and under pressure Competent with IT applications such as Word, Excel, and Outlook Experience on case management systems desirable Experience with BigHand transcription system desirable Strong written communication skills A friendly approachable personality to facilitate the link between lawyers, clients and third parties Good attention to detail Professional, personal presentation
May 18, 2024
Full time
Legal Secretary / Assistant - Private Client Location: SwindonSalary: Flexible depending on experience My client has an exciting opportunity for a Legal Assistant to join their highly regarded Private Client team in Swindon. Whilst the role is suitably challenging, Private Client experience is not essential; although a genuine interest in Wills, Powers of Attorney, Probate, and estate administration would be an advantage. Key Responsibilities Administrative support including: file opening, document production, filing/archiving, retrieval of files, photocopying, email management, cheque requests, and dealing with post Drafting documents, using appropriate precedents and templates to accurately reflect fee earner instruction Audio-typing Typing standard and non-standard letters Attending clients over the phone and in person to respond to enquiries Arranging and scheduling meetings and other appointments Running monthly bills, diarising payments, and follow-up Knowledge, Skills, and Attributes Previous experience working as a Legal Secretary or Legal Assistant, ideally within a Private Client team although that is not essential Excellent organisation capability with the ability to effectively prioritise Ability to work quickly, accurately, to deadlines and under pressure Competent with IT applications such as Word, Excel, and Outlook Experience on case management systems desirable Experience with BigHand transcription system desirable Strong written communication skills A friendly approachable personality to facilitate the link between lawyers, clients and third parties Good attention to detail Professional, personal presentation
PRIVATE CLIENT LEGAL SECRETARY RAYLEIGH, ESSEX £20K - £25K QED Legal are looking for a Private Client Legal Assistant / Legal Secretary to join their client's reputable law firm based in Rayleigh, Essex full time basis. The ideal candidate will have min 1 yr experience directly assisting a fee earner or multiple fee earners, preferably within a Private Client department, and directly assisting fee earners / solicitors on their caseload inclusive of wills, trusts, probate, LPAs, etc. You must have good telephone manners, can do audio typing, and efficient general office skills. You will also have understanding of private client terminology. If you believe you match the requirements to this role or know someone who does then get in touch with our consultant Leah via email at , or by applying to this vacancy. Synonym titles: Private Client Paralegal / Legal Assistant, wills trusts and probate assistant, wills trusts and probate paralegal, wills and probate assistant, private client assistant and paralegal.
May 17, 2024
Full time
PRIVATE CLIENT LEGAL SECRETARY RAYLEIGH, ESSEX £20K - £25K QED Legal are looking for a Private Client Legal Assistant / Legal Secretary to join their client's reputable law firm based in Rayleigh, Essex full time basis. The ideal candidate will have min 1 yr experience directly assisting a fee earner or multiple fee earners, preferably within a Private Client department, and directly assisting fee earners / solicitors on their caseload inclusive of wills, trusts, probate, LPAs, etc. You must have good telephone manners, can do audio typing, and efficient general office skills. You will also have understanding of private client terminology. If you believe you match the requirements to this role or know someone who does then get in touch with our consultant Leah via email at , or by applying to this vacancy. Synonym titles: Private Client Paralegal / Legal Assistant, wills trusts and probate assistant, wills trusts and probate paralegal, wills and probate assistant, private client assistant and paralegal.
Legal Secretary - Conveyancing Bristol - Salary up to 28k Yolk Legal Recruitment is excited to announce an exceptional opportunity in partnership with a forward-thinking high street firm, renowned for its innovative and modern approach to legal services. Our client is actively seeking an experienced Legal Secretary to join their busy Conveyancing team. Specialising in a range of services including Residential and Commercial Property matters in addition to Wills & Trusts, Probate & Estate Administration and Family Law, this firm boasts a robust presence with four offices across Bristol. Their success is underpinned by a commitment to nurturing long-standing client relationships and fostering repeat business. Embracing technological advancement, they are transitioning towards a paperless environment, reflecting their dedication to efficiency and sustainability. Beyond their professional achievements, the firm prides itself on cultivating a supportive, friendly, and family-orientated atmosphere, making it an ideal workplace for those seeking both professional fulfilment and a positive working environment. This new opportunity is for a talented Legal Secretary to join the Conveyancing team. In this role, you will provide essential support to fee earners at all levels of the Conveyancing team. As a Legal Secretary, you'll be responsible for assisting with issuing quotes and file opening, sending draft contract packs, filing key documents and dealing with basic client queries. This is what you'll be doing As a Conveyancing Legal Secretary you will be responsible for the following duties:- Answering email and telephone queries and redirecting them to the appropriate fee earner for review. Producing letters, emails, and documents, often from dictation. Managing diaries, scheduling appointments, and ensuring meeting rooms are booked for client visits. Updating electronic and/or paper files to maintain accurate and accessible documents. Assisting with Conveyancing administration tasks. The is what you'll bring to the team The successful candidate will bring the following experience to the Conveyancing Team:- Experience as a secretary/administrator working in a law firm or a professional services environment, preferably in a Conveyancing background. Strong organisational skills and the ability to work well under pressure. Effective communication skills both on the phone and via email. Positive attitude and approach to supporting a team. This is what you'll get in return You will receive the following benefits:- Competitive salary Hybrid work Opportunity to work with a supportive team in a highly respected legal practice Are you up to the challenge? If you are looking to pursue the next step in your career with a highly regarded law firm, we encourage you to apply by contacting Oliver Coodye at Yolk Recruitment. 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.
May 17, 2024
Full time
Legal Secretary - Conveyancing Bristol - Salary up to 28k Yolk Legal Recruitment is excited to announce an exceptional opportunity in partnership with a forward-thinking high street firm, renowned for its innovative and modern approach to legal services. Our client is actively seeking an experienced Legal Secretary to join their busy Conveyancing team. Specialising in a range of services including Residential and Commercial Property matters in addition to Wills & Trusts, Probate & Estate Administration and Family Law, this firm boasts a robust presence with four offices across Bristol. Their success is underpinned by a commitment to nurturing long-standing client relationships and fostering repeat business. Embracing technological advancement, they are transitioning towards a paperless environment, reflecting their dedication to efficiency and sustainability. Beyond their professional achievements, the firm prides itself on cultivating a supportive, friendly, and family-orientated atmosphere, making it an ideal workplace for those seeking both professional fulfilment and a positive working environment. This new opportunity is for a talented Legal Secretary to join the Conveyancing team. In this role, you will provide essential support to fee earners at all levels of the Conveyancing team. As a Legal Secretary, you'll be responsible for assisting with issuing quotes and file opening, sending draft contract packs, filing key documents and dealing with basic client queries. This is what you'll be doing As a Conveyancing Legal Secretary you will be responsible for the following duties:- Answering email and telephone queries and redirecting them to the appropriate fee earner for review. Producing letters, emails, and documents, often from dictation. Managing diaries, scheduling appointments, and ensuring meeting rooms are booked for client visits. Updating electronic and/or paper files to maintain accurate and accessible documents. Assisting with Conveyancing administration tasks. The is what you'll bring to the team The successful candidate will bring the following experience to the Conveyancing Team:- Experience as a secretary/administrator working in a law firm or a professional services environment, preferably in a Conveyancing background. Strong organisational skills and the ability to work well under pressure. Effective communication skills both on the phone and via email. Positive attitude and approach to supporting a team. This is what you'll get in return You will receive the following benefits:- Competitive salary Hybrid work Opportunity to work with a supportive team in a highly respected legal practice Are you up to the challenge? If you are looking to pursue the next step in your career with a highly regarded law firm, we encourage you to apply by contacting Oliver Coodye at Yolk Recruitment. 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.
Connect Appointments are recruiting for an experienced Private Client Legal Secretary for our established client based in Bridport. This is an opportunity to join a highly regarded firm that is committed to providing their loyal client base of individuals and organisations with high quality legal services and care. Working as a Private Client Legal Secretary you duties and responsibilities will include but not limited to: Being the first point of contact for customers contacting the law office Preparing court statements and forms Dictating audio files and written notes Managing records, projects and calendars, ensuring everything flows smoothly Collecting and delivering documents Covering Trusts, Deputyships and Attorney ship files Assisting with the progression of Probate, Wills and Lasting Power of Attorney files You will need to have the following key skills and experience: Strong secretarial experience Excellent communication and interpersonal skills Strong IT and case management skills Ability to work independently and support fee earners in a busy team environment Interested? Apply now or give us a call on (phone number removed). CAHEAD
May 17, 2024
Full time
Connect Appointments are recruiting for an experienced Private Client Legal Secretary for our established client based in Bridport. This is an opportunity to join a highly regarded firm that is committed to providing their loyal client base of individuals and organisations with high quality legal services and care. Working as a Private Client Legal Secretary you duties and responsibilities will include but not limited to: Being the first point of contact for customers contacting the law office Preparing court statements and forms Dictating audio files and written notes Managing records, projects and calendars, ensuring everything flows smoothly Collecting and delivering documents Covering Trusts, Deputyships and Attorney ship files Assisting with the progression of Probate, Wills and Lasting Power of Attorney files You will need to have the following key skills and experience: Strong secretarial experience Excellent communication and interpersonal skills Strong IT and case management skills Ability to work independently and support fee earners in a busy team environment Interested? Apply now or give us a call on (phone number removed). CAHEAD
Our client has a permanent, full-time vacancy for a Legal Secretary to be part of their Wills and probate team. We would like you to have previous legal office experience, along with excellent time management skills and a professional, attentive & empathetic telephone manner. You must have precise typing skills and an accurate presentation of work. Attention to detail and excellent time management skills are essential for this very busy position. A methodical approach to work, which needs to be completed under strict deadlines, are also vital for this role. Previous experience in a Private Client environment is desirable. The main duties of this role will include the following - Provide effective secretarial and administration support to the Trusts & Estates Fee Earners. Undertake administrative matters to adequate standards of accuracy and efficiency under the supervision of the Partners and Fee Earners. General secretarial and reception duties Taking all new business enquiries, recording these & completing the necessary administration to open files Support the team in an administration role with the case management system, filing, photocopying and scanning Process instructions relating to Estate Administration work in accordance with established procedures of both good practice and the firm s quality system. Assist in the personal organisation of the Fee Earner through the operation of a diary management system, booking and making client appointments via Outlook Assist in communication and support of clients through relaying telephone messages both incoming and outgoing and face to face contact Type work as dictated, via Dictamen digital dictation. Producing and amending letters and documents Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
May 17, 2024
Full time
Our client has a permanent, full-time vacancy for a Legal Secretary to be part of their Wills and probate team. We would like you to have previous legal office experience, along with excellent time management skills and a professional, attentive & empathetic telephone manner. You must have precise typing skills and an accurate presentation of work. Attention to detail and excellent time management skills are essential for this very busy position. A methodical approach to work, which needs to be completed under strict deadlines, are also vital for this role. Previous experience in a Private Client environment is desirable. The main duties of this role will include the following - Provide effective secretarial and administration support to the Trusts & Estates Fee Earners. Undertake administrative matters to adequate standards of accuracy and efficiency under the supervision of the Partners and Fee Earners. General secretarial and reception duties Taking all new business enquiries, recording these & completing the necessary administration to open files Support the team in an administration role with the case management system, filing, photocopying and scanning Process instructions relating to Estate Administration work in accordance with established procedures of both good practice and the firm s quality system. Assist in the personal organisation of the Fee Earner through the operation of a diary management system, booking and making client appointments via Outlook Assist in communication and support of clients through relaying telephone messages both incoming and outgoing and face to face contact Type work as dictated, via Dictamen digital dictation. Producing and amending letters and documents Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
We are delighted to be working in partnership with a well-established and successful solicitors based in Witney who are recruiting for a Legal Assistant/Secretary to join their private client team. This is a busy and varied role however no previous legal experience is necessary, although a genuine interest in Wills, Powers of Attorney, Probate, and estate administration may be an advantage. Tasks & Key Responsibilities . Administrative support including file opening, document production, filing/archiving, retrieval of files, photocopying, email management, cheque requests, and dealing with post . Drafting documents, using appropriate precedents and templates to accurately reflect fee earner instruction . Audiotyping . Typing standard and non-standard letters . Attending clients over the phone and in person to respond to enquiries . Arranging and scheduling meetings and other appointments . Running monthly bills, diarising payments, and follow-up . Carrying out other duties and responsibilities as required The ideal candidate will have a friendly approach, excellent organisational skills and be able to prioritise workload. You will have the ability to work quickly, accurately, to deadlines and under pressure and be experienced with IT applications such as Word, Excel, and Outlook If you would like to know how we will store and process your data, please visit our website to read our GDPR Data Protection Statement.
May 17, 2024
Full time
We are delighted to be working in partnership with a well-established and successful solicitors based in Witney who are recruiting for a Legal Assistant/Secretary to join their private client team. This is a busy and varied role however no previous legal experience is necessary, although a genuine interest in Wills, Powers of Attorney, Probate, and estate administration may be an advantage. Tasks & Key Responsibilities . Administrative support including file opening, document production, filing/archiving, retrieval of files, photocopying, email management, cheque requests, and dealing with post . Drafting documents, using appropriate precedents and templates to accurately reflect fee earner instruction . Audiotyping . Typing standard and non-standard letters . Attending clients over the phone and in person to respond to enquiries . Arranging and scheduling meetings and other appointments . Running monthly bills, diarising payments, and follow-up . Carrying out other duties and responsibilities as required The ideal candidate will have a friendly approach, excellent organisational skills and be able to prioritise workload. You will have the ability to work quickly, accurately, to deadlines and under pressure and be experienced with IT applications such as Word, Excel, and Outlook If you would like to know how we will store and process your data, please visit our website to read our GDPR Data Protection Statement.
Our client has a permanent vacancy for a Private Client Solicitor/Legal Executive, Wills, Probate, Trusts, Equity Release, Lasting Powers of Attorney. You will be a Wills & Probate Solicitor with at least 3 years PQE of managing your own caseload. This is an exciting opportunity for a Private Client Solicitor looking for personal and career development opportunities in a modern and dynamic Firm. Full or part time working will be considered. The Role & Responsibilities: General: To make contacts with clients a high priority and to convey a high degree of courtesy and responsiveness to their needs. To anticipate problems and difficulties and take suitable action. To strive to represent the firm s trading Statement to both staff and clients, and in particular to convey the impression of a united front. To be continually sensitive to all facets of the overall quality of service being received by clients. Specific: The successful candidate will be responsible for running a varied Private Client caseload. The Caseload will include, but not be limited to: Wills, Probate, Trusts, Equity Release and Lasting Powers of Attorney. Provide accurate up-to-date legal advice to clients, that takes account of the commercial pressures of clients. Give clients value for money", whilst working towards a proper reward for your work that will enhance the profitability of the firm. Meet chargeable hours and billing targets, and to participate in the marketing of the firm to generate new business. Deal with incoming telephone calls and messages quickly in accordance with the firm's good practice procedures. Set up and maintain an efficient system of diary management, with the help of your secretary. Develop your secretary's potential to the full, and to seek ways of developing work whilst maintaining control. Ensure that the firm s procedures are followed in respect of: - File Management, supervision and audit. Other aspects of casework management. Deal quickly with correspondence and to maintain regular and frequent contact with clients on current cases. Ensure that your secretary/support staff have the equipment and working conditions needed to do a good job. Take personal responsibility for your own professional, within the context of the firm's Investors in People Policy. Participate and contribute to the flow of information within the firm. Required Skills & Experience: Qualified Solicitor or Legal Executive. Experience of private practice. Experience in specific field of work appropriate. Legal background but not necessarily a formal legal qualification. Possess excellent verbal and written communication skills. Be thorough and pay close attention to detail. Be self-motivating. Knowledge and experience of I T Skills especially Case Management". Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
May 16, 2024
Full time
Our client has a permanent vacancy for a Private Client Solicitor/Legal Executive, Wills, Probate, Trusts, Equity Release, Lasting Powers of Attorney. You will be a Wills & Probate Solicitor with at least 3 years PQE of managing your own caseload. This is an exciting opportunity for a Private Client Solicitor looking for personal and career development opportunities in a modern and dynamic Firm. Full or part time working will be considered. The Role & Responsibilities: General: To make contacts with clients a high priority and to convey a high degree of courtesy and responsiveness to their needs. To anticipate problems and difficulties and take suitable action. To strive to represent the firm s trading Statement to both staff and clients, and in particular to convey the impression of a united front. To be continually sensitive to all facets of the overall quality of service being received by clients. Specific: The successful candidate will be responsible for running a varied Private Client caseload. The Caseload will include, but not be limited to: Wills, Probate, Trusts, Equity Release and Lasting Powers of Attorney. Provide accurate up-to-date legal advice to clients, that takes account of the commercial pressures of clients. Give clients value for money", whilst working towards a proper reward for your work that will enhance the profitability of the firm. Meet chargeable hours and billing targets, and to participate in the marketing of the firm to generate new business. Deal with incoming telephone calls and messages quickly in accordance with the firm's good practice procedures. Set up and maintain an efficient system of diary management, with the help of your secretary. Develop your secretary's potential to the full, and to seek ways of developing work whilst maintaining control. Ensure that the firm s procedures are followed in respect of: - File Management, supervision and audit. Other aspects of casework management. Deal quickly with correspondence and to maintain regular and frequent contact with clients on current cases. Ensure that your secretary/support staff have the equipment and working conditions needed to do a good job. Take personal responsibility for your own professional, within the context of the firm's Investors in People Policy. Participate and contribute to the flow of information within the firm. Required Skills & Experience: Qualified Solicitor or Legal Executive. Experience of private practice. Experience in specific field of work appropriate. Legal background but not necessarily a formal legal qualification. Possess excellent verbal and written communication skills. Be thorough and pay close attention to detail. Be self-motivating. Knowledge and experience of I T Skills especially Case Management". Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts typing client s bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
May 16, 2024
Full time
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts typing client s bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Legal Administrator to join our Colchester based legal client to work within their wills, trusts and probate team. As legal Administrator, you will join the specialised Wills, Trust and Probate team which provides a wide range of services to guide individuals to make decisions regarding their personal and financial affairs to enable them to plan ahead and therefore ideally possess experience within this sector. We are looking for an enthusiastic legal Administrator to join our clients highly regarded team of specialist lawyers where you will be supporting the team with a varied caseload and bridging the gap between fee earning, secretarial and administration duties. The Role Carrying out legal research Assist in taking calls Liaising with third parties e.g. probate registry, estate agents etc Assist in the production and sending out documents Liaising with clients and arranging Wills signings and dealing with the execution of Wills Assisting with the administrative tasks and drafting of documents in Probate, Office of Public Guardian and Trust matters. The Person Must have previous experience secretary experience ideally working in Wills, Trusts and Probate Essential to have audio typing skills Ideally have an understanding of Wills, trust, probate Excellent timekeeping and communication skills, both verbal and written Strong attention to detail Excellent organisational skills and the ability to prioritise The ability to work as part of a team as well as on their own IT literacy skills, proficient in the use of Microsoft Office applications (Word, Excel, Outlook). Benefits to you Salary up to 28k 25 days holidays Extensive training will be provided. Entitled to the Firm's Permanent Health Insurance and Death in Service Schemes and the Firm's Private Health Scheme upon commencement of employment Enrolment in the Firm's Workplace Pension Scheme upon completion of three months employment and subject to the rules of the scheme. Opportunity to work or a leading very recognised law firm Lovely working environment If you have not heard back from us within 10 days your application has not been successful.
May 16, 2024
Full time
Legal Administrator to join our Colchester based legal client to work within their wills, trusts and probate team. As legal Administrator, you will join the specialised Wills, Trust and Probate team which provides a wide range of services to guide individuals to make decisions regarding their personal and financial affairs to enable them to plan ahead and therefore ideally possess experience within this sector. We are looking for an enthusiastic legal Administrator to join our clients highly regarded team of specialist lawyers where you will be supporting the team with a varied caseload and bridging the gap between fee earning, secretarial and administration duties. The Role Carrying out legal research Assist in taking calls Liaising with third parties e.g. probate registry, estate agents etc Assist in the production and sending out documents Liaising with clients and arranging Wills signings and dealing with the execution of Wills Assisting with the administrative tasks and drafting of documents in Probate, Office of Public Guardian and Trust matters. The Person Must have previous experience secretary experience ideally working in Wills, Trusts and Probate Essential to have audio typing skills Ideally have an understanding of Wills, trust, probate Excellent timekeeping and communication skills, both verbal and written Strong attention to detail Excellent organisational skills and the ability to prioritise The ability to work as part of a team as well as on their own IT literacy skills, proficient in the use of Microsoft Office applications (Word, Excel, Outlook). Benefits to you Salary up to 28k 25 days holidays Extensive training will be provided. Entitled to the Firm's Permanent Health Insurance and Death in Service Schemes and the Firm's Private Health Scheme upon commencement of employment Enrolment in the Firm's Workplace Pension Scheme upon completion of three months employment and subject to the rules of the scheme. Opportunity to work or a leading very recognised law firm Lovely working environment If you have not heard back from us within 10 days your application has not been successful.
Well established, law firm with offices across Surrey and London are seeking a Legal Secretary/ PA to join their busy Private Client department. This role will be to assist the fee earners in their day to day work by providing support and an efficient secretarial and administrative service within the Private client department. The Private Client team deals with a range of areas including: Will drafting Probate/Estate administration Set up and administration of Trusts Powers of Attorney Court of Protection/Deputyship Duties: Providing full secretarial support including using a digital dictation system to produce correspondence and other documentation related to Private Client matters. Maintenance of comprehensive and accurate client admin files. Drafting of basic Wills, LPAs and Court of Protection applications. Completion of forms relating to tax i.e. Inheritance Tax. Production of attendance notes. Support fee earners in marketing activities. General team administration including photocopying, faxing, filing and scanning. Meeting and greeting clients. Handling telephone enquiries and directing accordingly. Arranging meeting room bookings/travel arrangements. Desired skills and experience: At least 2 years Legal Secretary/ PA experience within Private Client. CILEX Legal Secretarial Diploma would be an advantage. Fast, accurate typing ability, ideally using digital audio systems. IT literate Microsoft Word / Excel / Outlook / Digital Audio software / Case Management. What they offer: Full time in the office Monday Friday. Competitive Holiday plus bank holidays. Private medical cover. Pension scheme. Salary depending on experience up £25,000 - £30,000
May 16, 2024
Full time
Well established, law firm with offices across Surrey and London are seeking a Legal Secretary/ PA to join their busy Private Client department. This role will be to assist the fee earners in their day to day work by providing support and an efficient secretarial and administrative service within the Private client department. The Private Client team deals with a range of areas including: Will drafting Probate/Estate administration Set up and administration of Trusts Powers of Attorney Court of Protection/Deputyship Duties: Providing full secretarial support including using a digital dictation system to produce correspondence and other documentation related to Private Client matters. Maintenance of comprehensive and accurate client admin files. Drafting of basic Wills, LPAs and Court of Protection applications. Completion of forms relating to tax i.e. Inheritance Tax. Production of attendance notes. Support fee earners in marketing activities. General team administration including photocopying, faxing, filing and scanning. Meeting and greeting clients. Handling telephone enquiries and directing accordingly. Arranging meeting room bookings/travel arrangements. Desired skills and experience: At least 2 years Legal Secretary/ PA experience within Private Client. CILEX Legal Secretarial Diploma would be an advantage. Fast, accurate typing ability, ideally using digital audio systems. IT literate Microsoft Word / Excel / Outlook / Digital Audio software / Case Management. What they offer: Full time in the office Monday Friday. Competitive Holiday plus bank holidays. Private medical cover. Pension scheme. Salary depending on experience up £25,000 - £30,000
Ideal Personnel and Recruitment Solutions
Kettering, Northamptonshire
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post - incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts - typing client's bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
May 16, 2024
Full time
Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team. The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection. The successful candidate will enjoy working in a small but friendly and busy team. The Role Typing correspondence to clients, other firms of solicitors, accountants etc Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings Answer the telephone, taking messages and dealing with queries. Deal with the post - incoming and outgoing Setting up new files, closing and archiving files and sending for storage Dealing with accounts - typing client's bills, completing timesheets, organising the raising of payments and expenses Undertaking other admin duties including photocopying, filing etc Skills / Experience Excellent typing skills Preferred experience of working within a legal environment Excellent communication and client facing skills Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Legal Secretary Our client is looking for an experienced Legal Secretary to join their fast-paced team on a permanent basis. The ideal candidate will have previous experience within a Private Client Department to be able to easily take on the role from day one, alongside full training on internal systems and procedures. Our client has a supportive environment with training opportunities, room for professional growth and appropriate administrative support. Benefits: 25 days holiday plus bank holidays Annual leave on Birthday 3 days between Christmas and New Years off Salary negotiable dependent upon experience Responsibilities: Audio typing and copy typing Dealing with clients in person and via telephone Taking messages General office duties Ensuring compliance with SRA guidelines Candidate Specification: Previous experience in Wills, Tax, Trusts and Probate areas of Law Experience within Commercial law is advantageous but not essential Good working knowledge of MS Word (track changes and formatting of large documents) and Outlook.
May 16, 2024
Full time
Legal Secretary Our client is looking for an experienced Legal Secretary to join their fast-paced team on a permanent basis. The ideal candidate will have previous experience within a Private Client Department to be able to easily take on the role from day one, alongside full training on internal systems and procedures. Our client has a supportive environment with training opportunities, room for professional growth and appropriate administrative support. Benefits: 25 days holiday plus bank holidays Annual leave on Birthday 3 days between Christmas and New Years off Salary negotiable dependent upon experience Responsibilities: Audio typing and copy typing Dealing with clients in person and via telephone Taking messages General office duties Ensuring compliance with SRA guidelines Candidate Specification: Previous experience in Wills, Tax, Trusts and Probate areas of Law Experience within Commercial law is advantageous but not essential Good working knowledge of MS Word (track changes and formatting of large documents) and Outlook.
Senior Legal PA/Legal Secretary Huddersfield Hybrid Salary negotiable A fantastic opportunity has arisen with a highly regarded law firm in Huddersfield for a experienced Legal PA/Secretary to join the Wills & Probate team on a full time permanent basis. Supporting a senior solicitor on their case load across wills, probate, estate administration, court of protection and lasting powers of attorney, you will be responsible for:- Audio/Copy typing Filing General administration Diary management Arranging meetings Assist with organising internal/external events Fielding calls/emails Delegating work to more junior members of the team To be considered for this role, you will be an experienced legal secretary and ideally have worked in a wills & probate team. You will be a proficient user of Microsoft Office and have excellent written/verbal communication skills. Salary is depending on experience. Interviewing now so please apply for immediate consideration.
May 15, 2024
Full time
Senior Legal PA/Legal Secretary Huddersfield Hybrid Salary negotiable A fantastic opportunity has arisen with a highly regarded law firm in Huddersfield for a experienced Legal PA/Secretary to join the Wills & Probate team on a full time permanent basis. Supporting a senior solicitor on their case load across wills, probate, estate administration, court of protection and lasting powers of attorney, you will be responsible for:- Audio/Copy typing Filing General administration Diary management Arranging meetings Assist with organising internal/external events Fielding calls/emails Delegating work to more junior members of the team To be considered for this role, you will be an experienced legal secretary and ideally have worked in a wills & probate team. You will be a proficient user of Microsoft Office and have excellent written/verbal communication skills. Salary is depending on experience. Interviewing now so please apply for immediate consideration.
An established and highly regarded multi - disciplinary legal practice with offices across the North West and Shropshire are seeking an experienced Legal Secretary to join the team at their Chester office.You will be working across a number of legal sectors to include Family, Employment, Litigation and Wills and Probate. You will be flexible to adapt to the needs of the business and will be able to adapt to working across different practice areas and for different Solicitors across the business. No two days are the same and the role will therefore suit someone with general secretarial/ office experience ideally within a legal background.You will be able to use digital dictation, touch typing as well as general admin duties, providing reception cover and handling telephone enquiries.You will be a confident person with excellent communication skills and the ability to work well as a member of a team.Organisational skills are essential for this role. You will have the ability to manage and prioritise your work; with high levels of accuracy and attention to detail.Salary is competitive, depending on experience together with excellent benefits.This is a full time, permanent role.Click on the link to apply and contact Laura-Kate for more information on /
May 15, 2024
Full time
An established and highly regarded multi - disciplinary legal practice with offices across the North West and Shropshire are seeking an experienced Legal Secretary to join the team at their Chester office.You will be working across a number of legal sectors to include Family, Employment, Litigation and Wills and Probate. You will be flexible to adapt to the needs of the business and will be able to adapt to working across different practice areas and for different Solicitors across the business. No two days are the same and the role will therefore suit someone with general secretarial/ office experience ideally within a legal background.You will be able to use digital dictation, touch typing as well as general admin duties, providing reception cover and handling telephone enquiries.You will be a confident person with excellent communication skills and the ability to work well as a member of a team.Organisational skills are essential for this role. You will have the ability to manage and prioritise your work; with high levels of accuracy and attention to detail.Salary is competitive, depending on experience together with excellent benefits.This is a full time, permanent role.Click on the link to apply and contact Laura-Kate for more information on /
Full job description We have an excellent opportunity for a Solicitor to join our Practice on a fulltime basis at Holywell, where you will have a diverse caseload to include, Wills, Probate and Estate Administration and Powers of Attorney. You will be required to work as part of a team and your responsibilities will encompass handling a varied caseload with minimal supervision and support. You will be required to actively contribute to the success of our firm. The ideal candidate will have excellent communication skills and be able to work in a busy environment with a vision for success with the drive to assist others to achieve their potential. We pride ourselves on having a high service ethic, providing a professional and effective service to clients, many of whom are long standing. We offer a competitive salary along with the opportunity of a target related bonus scheme. What we offer you: Four- or five-day working week (salary will be reduced on a Prop rata if appropriate). Annual leave of 23-26 days plus bank holidays. Progression opportunities. Manageable caseload. Small friendly team of three. Office or home-based working. Secretarial support. We are looking for someone with: Holds a minimum of 5 years PQE in Wills, Probate and Estate Administration specifically. Holds the relevant qualifications (SRA, CILEX, CLCetc) IT literate Can supervise a legal executive and support staff. Contributes to a small practice. Has a high client service ethic. The working week is 4/5 days a week, Monday to Friday (with a day off during the week if agreed). Starting 9:00am until 5:00pm with a 60-minute lunch break. Job Type: Full-time, Permanent Salary: From £30,000.00 a year (for the right candidate, a bonus based on fees earned can be negotiated.) Salary commensurate with experience. Benefits: Flexible home and office-based working. Company pension Free parking Schedule: Monday to Friday (subject to negotiation) Ability to: Reliably commute to Holywell. Experience: Post-Qualified Experience: 5 years (required). Candidate should have a broad, well-established background in Wills, Probate and Estate Administration as a solicitor or legal executive. Work location: In person Main responsibilities of the role Report directly to and collaborating with the Partners to ensure performance targets are met. Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients' needs. Responsible for all aspects of Wills & Probate work. Supervising a team of one paralegal and one secretary undertaking private client work. Ability to manage appropriate caseload types and complexities. Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including Estate Administration; applying for and obtaining the Grant of Probate; setting up Trusts; advising on Inheritance Tax; Court of Protection matter; Contesting a Will; settling any tax liabilities and affairs. Attending clients, taking instructions, and preparing cases. Dealing with correspondence Maintaining accurate time costing procedures Implementing any recommendation made by the Partners following monthly file reviews, ensuring that these are dealt with promptly. Ensuring compliance with file management Key Skills required: 5 years + PQE Must have a valid Practicing Certificate at the time of applying. Committed team player and adapt well to new challenges. Previous proven supervisory experience and working to key performance indicators. Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner, resolve complicated practices, and resolve excellent networking and communications skills with the ability to successfully market the Company and generate new business. Excellent analytical and organisational skills Ability to use own initiative and sound judgement. Working knowledge of Wills and Probate work and can service privately funded cases. Ability to research and problem solve complicated matters. Experience in own advocacy is an advantage. Excellent IT skills - familiar with Microsoft Outlook applications and document management skills. The recruitment process will fully comply with GDPR and other applicable laws. Background checks including CRB / DBS checks will establish your eligibility to work in the UK and suitability to the role.
May 15, 2024
Full time
Full job description We have an excellent opportunity for a Solicitor to join our Practice on a fulltime basis at Holywell, where you will have a diverse caseload to include, Wills, Probate and Estate Administration and Powers of Attorney. You will be required to work as part of a team and your responsibilities will encompass handling a varied caseload with minimal supervision and support. You will be required to actively contribute to the success of our firm. The ideal candidate will have excellent communication skills and be able to work in a busy environment with a vision for success with the drive to assist others to achieve their potential. We pride ourselves on having a high service ethic, providing a professional and effective service to clients, many of whom are long standing. We offer a competitive salary along with the opportunity of a target related bonus scheme. What we offer you: Four- or five-day working week (salary will be reduced on a Prop rata if appropriate). Annual leave of 23-26 days plus bank holidays. Progression opportunities. Manageable caseload. Small friendly team of three. Office or home-based working. Secretarial support. We are looking for someone with: Holds a minimum of 5 years PQE in Wills, Probate and Estate Administration specifically. Holds the relevant qualifications (SRA, CILEX, CLCetc) IT literate Can supervise a legal executive and support staff. Contributes to a small practice. Has a high client service ethic. The working week is 4/5 days a week, Monday to Friday (with a day off during the week if agreed). Starting 9:00am until 5:00pm with a 60-minute lunch break. Job Type: Full-time, Permanent Salary: From £30,000.00 a year (for the right candidate, a bonus based on fees earned can be negotiated.) Salary commensurate with experience. Benefits: Flexible home and office-based working. Company pension Free parking Schedule: Monday to Friday (subject to negotiation) Ability to: Reliably commute to Holywell. Experience: Post-Qualified Experience: 5 years (required). Candidate should have a broad, well-established background in Wills, Probate and Estate Administration as a solicitor or legal executive. Work location: In person Main responsibilities of the role Report directly to and collaborating with the Partners to ensure performance targets are met. Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients' needs. Responsible for all aspects of Wills & Probate work. Supervising a team of one paralegal and one secretary undertaking private client work. Ability to manage appropriate caseload types and complexities. Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including Estate Administration; applying for and obtaining the Grant of Probate; setting up Trusts; advising on Inheritance Tax; Court of Protection matter; Contesting a Will; settling any tax liabilities and affairs. Attending clients, taking instructions, and preparing cases. Dealing with correspondence Maintaining accurate time costing procedures Implementing any recommendation made by the Partners following monthly file reviews, ensuring that these are dealt with promptly. Ensuring compliance with file management Key Skills required: 5 years + PQE Must have a valid Practicing Certificate at the time of applying. Committed team player and adapt well to new challenges. Previous proven supervisory experience and working to key performance indicators. Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner, resolve complicated practices, and resolve excellent networking and communications skills with the ability to successfully market the Company and generate new business. Excellent analytical and organisational skills Ability to use own initiative and sound judgement. Working knowledge of Wills and Probate work and can service privately funded cases. Ability to research and problem solve complicated matters. Experience in own advocacy is an advantage. Excellent IT skills - familiar with Microsoft Outlook applications and document management skills. The recruitment process will fully comply with GDPR and other applicable laws. Background checks including CRB / DBS checks will establish your eligibility to work in the UK and suitability to the role.