CrawlJobs Logo

Legal Assistant - Private Client

jobs.360resourcing.co.uk Logo

360 Resourcing Solutions

Location Icon

Location:
United Kingdom , Kingston-upon-Thames

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

We are seeking a confident, enthusiastic, self-motivated, resourceful Legal Assistant to support our fee earners in the Private Client team based in central riverside offices in Kingston upon Thames. The team is a reputable leading practice in Surrey with offices also in Bedford Row and South West London. The Private Client Group is rated in the Chambers and Legal 500 legal directories. The firm is also listed in the top 100 law firms. The team is successful and has grown significantly. It was recognised and won the Surrey Law Society Private Client Team of the Year in 2024 and 2025. We are seeking additional support for our busy team. The working environment is friendly and informal. The successful candidate will work in a supportive collegiate team that is widely recognised for its expertise in this area as well as specialist areas. The Private Client team handles high quality interesting work including: the administration of complex estates; advising on residence and domicile; cross-border issues; advising individuals on the tax implications of family breakdown; succession planning for family businesses and entrepreneurs; the creation, administration and taxation of trusts; advising on and drafting wills; taxation advice; and advising on capacity issues. Our client base is varied but we act for long standing clients, high-net worth individuals and their families who are UK based as well as international clients.

Job Responsibility:

  • Drafting of legal documents
  • Preparation of correspondence with third parties
  • Direct client contact in meetings, email and by phone
  • Administration of estates, including high value complex estates, many with cross border (international) elements
  • Preparing estate planning and tax reports
  • Drafting Wills
  • Drafting Lasting Powers of Attorney
  • Registration of Enduring Powers of Attorney
  • Applications to the Court of Protection
  • Coordination of tasks and working alongside other Legal Assistants ensuring completed tasks are of high presentational quality and checked for accuracy
  • Professional client engagement, in person, by telephone and email and resolving client enquiries
  • Attending client meetings with fee earners
  • Take an active role in client relationship management, maintenance of client relationships and client care
  • Supporting the Private Client Team to achieve financial success including all elements of billing and financial management
  • Liaising with business support services across the firm, to include: marketing, finance and business engagement
  • To participate in Business Development and Client Service improvement projects and tasks from time to time

Requirements:

  • Previous employment experience within professional services
  • Excellent verbal and written communication skills
  • Proactive Team Player who shows willingness to contribute to the success of the team
  • Good interpersonal skills with the ability to adapt style and approach
  • Excellent IT skills
  • Maintaining an interest in and understanding of the basic legal principles and procedures in the Private Client arena
What we offer:
  • Competitive salaries
  • Generous benefits
  • Cohort based career development programme

Additional Information:

Job Posted:
January 22, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Legal Assistant - Private Client

Client Assistant - Private Client

Our Private Client team has a fantastic opportunity for a talented Private Clien...
Location
Location
United Kingdom , Leicester
Salary
Salary:
Not provided
shma.co.uk Logo
Shakespeare Martineau
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
  • Organised and methodical approach
  • Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
  • The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
  • Confident interpersonal skills with the ability to liaise openly and clearly
  • Highly enthusiastic, willing to go the extra mile
  • Open to new ways of working and happy to challenge to drive improvements
Job Responsibility
Job Responsibility
  • Key point of contact on behalf of the Private Client team
  • To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
  • Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
  • Land registry, bankruptcy and lawyer check searches
  • You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
  • Arranging invoice payments and preparation of cheques for onward submission
  • Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
  • Setting up payments to beneficiaries
  • Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
  • Basic Account reconciliation within Excel for Estate and Trust Accounts
What we offer
What we offer
  • Agile working
  • blended approach to where and how we work
  • Fulltime
Read More
Arrow Right

Legal PA - Private Client

Join a leading legal firm known for its bespoke legal advice to high net worth i...
Location
Location
United Kingdom , London
Salary
Salary:
45000.00 - 55000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Well-organised and intelligent with keen attention to detail
  • Excellent IT skills in Word and Excel
  • Capable of working under pressure and meeting tight deadlines
  • Able to handle confidential information with discretion
  • Proactive team player who enjoys variety and thrives in dynamic environments
  • Exceptional client service focus
  • Strong communication skills with excellent telephone manner
  • Experience in Private Client legal work
  • Fast and accurate typing speed
  • Advanced Microsoft Office skills with proven business writing abilities
Job Responsibility
Job Responsibility
  • Liaise with clients face-to-face and over the phone
  • Prepare and bind deeds and Wills
  • Support file opening and compliance efforts
  • Assist with electronic billing
  • Provide support to solicitors, accountants, and other fee earners
  • Manage diaries and documents efficiently
  • Maintain effective filing systems
  • Perform audio/copy typing including digital dictation
  • Assist with electronic bibles
What we offer
What we offer
  • 4x Life Assurance
  • Medical Insurance (post-probation)
  • Medicash Cashplan (post-probation)
  • BUPA Health Assessment (post-probation)
  • Auto-enrolment in the Group Personal Pension Scheme
  • Interest-free season ticket loan (after 3 months)
  • Cycle to Work Scheme
  • Wellbeing Programme
  • Gymflex (after 3 months)
  • Holiday Purchase
  • Fulltime
Read More
Arrow Right

Legal Secretary - Private Client

Our client is a well-established law firm based in Surrey, renowned for its comm...
Location
Location
United Kingdom , Cranleigh
Salary
Salary:
28000.00 - 32000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience as a Legal Secretary, preferably in a private client setting
  • Strong secretarial and administrative skills
  • Proficiency in audio transcription and fast, accurate typing
  • Exceptional attention to detail and accuracy
  • Excellent communication and interpersonal abilities
  • A friendly and professional demeanour
  • Proficiency in Microsoft Word, Excel, Outlook, and digital audio software
  • Familiarity with case management systems
  • Previous experience in a similar legal environment
Job Responsibility
Job Responsibility
  • Produce accurate and timely documents and correspondence via audio dictation
  • Maintain comprehensive and organised client administration files
  • Assistance with Reception duties which will include meeting and greeting clients, and arranging meeting room bookings
What we offer
What we offer
  • 25 days holiday plus BH & Birthday
  • pension
  • medical insurance
  • life insurance
  • Free Parking
  • Fulltime
Read More
Arrow Right

Legal Assistant

Supporting fee earners with a wide range of legal and administrative tasks in a ...
Location
Location
United Kingdom , Southsea
Salary
Salary:
25000.00 - 30000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 2-3 years' experience as a Legal Assistant in Private Client law
  • Fast and accurate typing skills (digital audio dictation experience preferred)
  • Proficiency in Microsoft Office (Word, Excel, Outlook) and case management systems
  • Strong organisational skills and attention to detail
  • Professional, approachable, and client-focused attitude
Job Responsibility
Job Responsibility
  • Drafting basic Wills, Lasting Powers of Attorney (LPAs), and Court of Protection applications
  • Preparing tax-related forms, including Inheritance Tax documentation
  • Producing correspondence and legal documents via digital dictation
  • Maintaining accurate and comprehensive client files
  • Creating attendance notes and supporting case documentation
  • General administrative duties: photocopying, scanning, filing, and faxing
  • Managing client interactions: greeting visitors, handling calls, and booking meetings
  • Coordinating travel arrangements and meeting room bookings
What we offer
What we offer
  • 25 days annual leave + BHs
  • your birthday off
  • free parking
  • training and professional development opportunities
  • Fulltime
Read More
Arrow Right

Private Client Legal Assistant

Are you an initiative-taking, detail-oriented individual with a passion for prov...
Location
Location
United Kingdom , City of London
Salary
Salary:
30000.00 - 33000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Training in secretarial practise and/or as a Probate Executive
  • Previous experience as a legal team assistant or similar position within a solicitor's firm, particularly in a private client/probate department
  • Excellent computer skills, including proficiency in word processing and typing
  • A commitment to teamwork, self-management, and a high degree of initiative
Job Responsibility
Job Responsibility
  • Provide administrative and paralegal support to partners, solicitors, and trainees
  • Assist in setting up and managing client files while ensuring accuracy and attention to detail
  • Prepare correspondence and documents through audiotyping and word processing
  • Handle phone calls, emails, and client enquiries with professionalism and courtesy
  • Maintain the firm's document management system, ensuring all files are up to date and compliant
What we offer
What we offer
  • Generous Holiday Allowance: Enjoy 23 days of annual leave, increasing to 25 days after five years of service, plus bank and public holidays
  • Season Ticket Loan: Available after your first six months to help with commuting costs
  • Free Property Transaction: One free conveyance/remortgage/similar property transaction of your home every three years
  • Health and Wellbeing Benefits: Access to group health insurance after six months and an Employee Assistance Programme
  • Death in Service Benefit: Provided by Canada Life for eligible staff members
  • Workplace Pension Scheme: Enrolment after your first three months for those who meet the criteria
  • Fulltime
Read More
Arrow Right

Legal Assistant – Private Client

This is a fantastic opportunity to support experienced fee earners in a busy and...
Location
Location
United Kingdom , Bedford
Salary
Salary:
27000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience as a legal assistant or secretary, ideally within private client or another legal discipline
  • Sound knowledge of legal office processes and file management
  • Strong computer literacy, including Microsoft Word, Excel, and Outlook
  • Familiarity with case management systems (preferred)
  • High standard of written and verbal communication
  • Exceptional organisational skills with the ability to multitask and meet deadlines under pressure
  • Meticulous attention to detail and a proactive attitude
  • A friendly and professional manner, both in person and over the phone
Job Responsibility
Job Responsibility
  • Acting as the first point of contact for client queries and providing regular updates on matter progression
  • Drafting basic correspondence, legal forms and supporting documents under supervision
  • Assisting with the preparation and submission of documents to the Probate Registry, HMRC, and Certainty
  • Managing the safe custody, organisation, and release of important legal documents such as wills, LPAs, and probate papers
  • Opening and closing files in line with AML procedures, SRA regulations, and internal quality standards
  • Managing calendars, appointments, and deadlines for fee earners
  • Preparing bills, processing payments and receipts, and liaising with the accounts team
  • Drafting estate accounts using Excel and handling associated administrative tasks
  • Providing telephone and reception support, and assisting with post and banking as needed
  • Contributing to the smooth running of the office with general administrative support
  • Fulltime
Read More
Arrow Right

Private Client Assistant

Embark on an exciting journey as a Private Client Assistant at one of our respec...
Location
Location
United Kingdom , Bromley
Salary
Salary:
25000.00 - 30000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficient in using our case management system and touch-typing from dictation using Big Hand software
  • Skilled in setting up and closing matters, printing documents for witnessing, and assisting with probate-related paperwork
  • Excellent administrative and organizational abilities to manage a diverse caseload efficiently
  • Strong communication skills to liaise effectively with clients and colleagues
  • Attention to detail and a commitment to providing exceptional client service
Job Responsibility
Job Responsibility
  • Collaborate with a talented team of legal professionals
  • Contribute to the growth and success of a respected law firm
  • Enjoy a varied and challenging role with room for advancement
  • Fulltime
Read More
Arrow Right

Legal Secretary - Private Client

As a Legal Secretary in the Private Client sector, you will play a vital role in...
Location
Location
United Kingdom , Twickenham
Salary
Salary:
28000.00 - 31000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Private Client experience
  • Basic Maths and Accountancy Skills
  • Proficiency in Microsoft Office and Microsoft Excel
  • Strong Written and Verbal Communication Skills
  • Excellent Client Relations and Attention to Detail
  • Time Management and Computer Literacy
  • Team Building and Office Equipment Knowledge
Job Responsibility
Job Responsibility
  • Manage phone calls and coordinate meetings for clients and team members
  • Provide general assistance to partners and fee earners as needed
  • Accurately record messages and maintain meticulous documentation
  • Type letters, emails, and notes, demonstrating your excellent communication skills
  • Utilise the firm's dictation and software systems with ease
  • Handle client information with utmost confidentiality and care
  • Assist with bookkeeping and accounting tasks, keeping precise records
  • Order office supplies and manage incoming and outgoing correspondence
  • Conduct research and distribute information as required by management
  • Maintain organised client files and ensure compliance with company policies
What we offer
What we offer
  • Competitive salary of £31,000
  • Opportunities for professional development
  • A collaborative and supportive work environment
  • Health and wellness initiatives
  • Generous holiday allowance
  • Early Finish Fridays
  • Fulltime
Read More
Arrow Right