Private Client Assistant Job at Douglas Scott (Bromley)

Legal Assistant – Private Client

This is a fantastic opportunity to support experienced fee earners in a busy and...

Location

United Kingdom , Bedford

Salary:

27000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

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

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

Private Client Tax Assistant Manager

Crowe Watson Recruitment is delighted to be recruiting for a Private Client Tax ...

Location

United Kingdom , London

Salary:

50000.00 - 65000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA qualified or working towards (ACA/ACCA also considered)
Strong technical knowledge of personal tax legislation
Excellent communication and client-facing skills
Must have a minimum of 3 years previous experience working within a UK Practice environment
A proactive approach and ability to work independently and as part of a team

Job Responsibility

Manage a portfolio of Private Client tax cases including HNWIs, trusts, and estates
Review self-assessment tax returns and provide technical guidance to junior staff
Liaise with clients and HMRC on a regular basis, offering proactive tax planning advice
Support Partners in business development and client relationship management
Keep up to date with changes in tax legislation and contribute to internal knowledge sharing

What we offer

Flexible working arrangements
Excellent company pension scheme
Wide range of additional benefits to support a healthy work-life balance
Structured training
Clear progression routes

Fulltime

Private Client Tax Assistant Manager

Crowe Watson Recruitment is delighted to be recruiting on behalf of a leading fi...

Location

United Kingdom , Bristol

Salary:

45000.00 - 55000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

Must have a minimum of 3 years previous experience working within a UK Practice environment
ATT qualified (or equivalent) with a desire to work towards CTA, or CTA qualified
Strong technical knowledge of UK personal tax legislation
Excellent communication and interpersonal skills
Ability to manage workloads and meet deadlines

Job Responsibility

Managing a portfolio of private client tax clients including HNWIs and trusts
Preparing and reviewing self-assessment tax returns
Providing tax planning and advisory services
Liaising with HMRC and dealing with client queries
Supporting the training and development of junior staff

What we offer

Supportive environment
Real career progression
Diverse and interesting client portfolio
Work-life balance
Continuous development

Fulltime

Private Client Legal Assistant

Are you an initiative-taking, detail-oriented individual with a passion for prov...

Location

United Kingdom , City of London

Salary:

30000.00 - 33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

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

Private Client Tax Assistant Manager

This is an excellent opportunity for a motivated individual with experience in p...

Location

United Kingdom , Glasgow

Salary:

40000.00 - 55000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

ATT and/or CTA qualified (or equivalent experience)
Strong understanding of UK personal tax legislation
Must have a minimum of 3 years previous experience working within a UK Practice environment
Excellent communication and client relationship skills
Ability to manage multiple deadlines and projects

Job Responsibility

Manage a portfolio of private clients, including HNWIs, trusts, and business owners
Review and prepare complex personal tax returns
Provide tax planning and advisory support on a range of matters
Support and mentor junior team members
Liaise directly with clients and HMRC
Ensure compliance with relevant legislation and internal procedures

What we offer

flexible working arrangements
competitive company pension scheme

Fulltime

Private Client Paralegal

A fantastic opportunity has arisen with one of the top firms in central Leeds as...

Location

United Kingdom , Leeds

Salary:

26000.00 - 28000.00 GBP / Month

Douglas Scott

Expiration Date

Until further notice

Requirements

At least 18 months of solid private client experience as a legal assistant/paralegal

Job Responsibility

Providing full legal support to 2 Partners
heavily involved in aspects of their high-net-worth private client case load

What we offer

Hybrid working

Fulltime

Private Client Solicitor

This is an opportunity for an enthusiastic and motivated Solicitor with ambition...

Location

United Kingdom , Flexible

Salary:

Not provided

Ampa - Legal & Professional Services

Expiration Date

Until further notice

Requirements

3 years Post Qualification Experience (PQE)+
Caring nature and sense of responsibility
Personable, approachable with genuine interest in dealing with individuals and families
Basic accountancy skills for reconciling client accounts
Good numeracy skills
Competent knowledge of Microsoft Excel
Strong written and oral communication skills
Ability to adapt communication style
Exceptionally organised
Ability to work efficiently and accurately in a busy role

Job Responsibility

Assist senior fee earners with drafting complex wills, letters of wishes, lasting powers of attorney, creation of trust deeds and documents
Administer complex estates with particular reference to agricultural clients
Assist senior fee earners to consider complex technical points relating to taxation and partnerships and general succession
Turn work around within a reasonable timeframe
Keep senior fee earners regularly informed of progress
Undertake fee earning work independently and as a team member
Provide a profitable contribution to the department
Maintain existing client relations
Assist in developing new relationships with third party referrers
Conduct private client and related matters on behalf of clients

What we offer

Agile working
Blended approach to where and how we work
Flexible working arrangements

Legal Secretary - Private Client

As a Legal Secretary in the Private Client sector, you will play a vital role in...

Location

United Kingdom , Twickenham

Salary:

28000.00 - 31000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

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

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

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

Private Client Assistant

Douglas Scott

Location:
United Kingdom , Bromley

Category:
Legal

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
May 22, 2025

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Location:United Kingdom , Bromley

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Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:May 22, 2025

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Location:
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Contract Type:
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Job Posted:
May 22, 2025