Legal Secretary Private Client in Milton Keynes

Legal Secretary Private Client in Milton Keynes

Milton Keynes Full-Time 30000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the Private Client team with legal documentation and client correspondence.
  • Company: Join a reputable firm focused on high-net-worth individuals and entrepreneurs.
  • Benefits: Full-time hours, competitive salary, and a supportive team environment.
  • Other info: Opportunity to develop your career in a friendly and busy office.
  • Why this job: Gain valuable experience in private client law while working with a dynamic team.
  • Qualifications: Experience in a private client team and strong drafting skills are essential.

The predicted salary is between 30000 - 40000 £ per year.

Our client has a permanent position for a Legal Secretary to join their Private Client team. The team complements the firm’s commercial legal services offering by providing a complete solution to the firm’s clientele who consist primarily of Entrepreneurs, including company directors/shareholders and HNW individuals.

The position is office based, full-time, Monday to Friday, 9.00 am to 5.00 pm (35 hours per week).

Dealing with:

  • Assisting with Tax Planning
  • The preparation of Wills
  • Wealth Protection issues
  • Lasting Powers of Attorney
  • Trusts, including knowledge of declarations of trust
  • Probate including taxable estates and those with a foreign element
  • Basic knowledge of Inheritance Tax

Due to the nature of the work undertaken, it would be desirable to be able to demonstrate experience of the following:

  • Preparing Wills
  • Preparing Powers of Attorney
  • Simple Trust Administration
  • Administration of estates, including the preparation of estate accounts
  • Contentious Probate
  • Experience of working within other practice areas such as Family, Residential Conveyancing and Dispute Resolution

Requirements:

  • Experience working in a private client team
  • The ability to assist with managing client correspondence including drafting letters, emails and legal documents as required under supervision
  • Good drafting and proof-reading skills are essential
  • Assist with file management, organising client documents and maintaining accurate records
  • Intermediate to advanced IT and online systems ability (Microsoft Office, legal industry specific document management systems, online portals/datarooms etc.)
  • Practical and financial awareness
  • Confidence and ability to communicate at senior levels
  • Excellent interpersonal skills
  • Team player able to fit into a friendly, busy team
  • Good organisational skills
  • Ability to work to deadlines and under the pressure that comes with private client work

Due to the large number of responses we receive, it is not always possible to respond to every application straight away.

Legal Secretary Private Client in Milton Keynes employer: Ideal Personnel and Recruitment Solutions Limited

Join a dynamic and supportive team as a Legal Secretary in our Private Client department, where you will have the opportunity to work closely with high-net-worth individuals and entrepreneurs. Our firm prides itself on fostering a collaborative work culture that encourages professional growth and development, offering comprehensive training and mentorship to help you excel in your role. Located in a vibrant area, we provide a balanced work-life environment with competitive benefits, making us an excellent employer for those seeking meaningful and rewarding employment.
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Contact Detail:

Ideal Personnel and Recruitment Solutions Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Legal Secretary Private Client in Milton Keynes

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work with private clients. A friendly chat can lead to insider info about job openings that might not even be advertised yet.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of wills, trusts, and probate. We want you to feel confident discussing these topics, as they’re key in this role. Practice common interview questions and have your own ready to show your interest!

✨Tip Number 3

Showcase your skills! Bring examples of your drafting and proof-reading work to the interview. This will demonstrate your attention to detail and ability to handle complex matters, which is crucial for a Legal Secretary in a private client team.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Legal Secretary Private Client in Milton Keynes

Legal Document Drafting
Proofreading Skills
File Management
Client Correspondence Management
Wills Preparation
Powers of Attorney Preparation
Trust Administration
Probate Administration
Inheritance Tax Knowledge
Interpersonal Skills
Organisational Skills
IT Proficiency (Microsoft Office, Document Management Systems)
Ability to Work Under Pressure
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Legal Secretary role in the Private Client team. Highlight your experience with Wills, Trusts, and any HNW matters you've handled. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client work and how your background makes you a great fit for our team. Keep it professional but let your personality show through!

Show Off Your Skills: Don’t forget to mention your IT skills and any experience with document management systems. We love candidates who are tech-savvy and can handle the tools we use every day. Be specific about your abilities!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our friendly team!

How to prepare for a job interview at Ideal Personnel and Recruitment Solutions Limited

✨Know Your Stuff

Make sure you brush up on the specifics of private client work, especially around Wills, Powers of Attorney, and Trusts. Familiarise yourself with the terminology and processes involved, as this will show your potential employer that you're serious about the role.

✨Showcase Your Skills

Prepare examples of your drafting and proof-reading skills. Bring along samples of letters or documents you've worked on in the past. This will help demonstrate your attention to detail and ability to manage client correspondence effectively.

✨Be a Team Player

Since the role requires fitting into a busy team, think of instances where you've successfully collaborated with others. Highlight your interpersonal skills and how you can contribute to a friendly work environment.

✨Stay Calm Under Pressure

Private client work can be intense, so be ready to discuss how you handle deadlines and stressful situations. Share strategies you've used in the past to manage your workload and maintain quality under pressure.

Legal Secretary Private Client in Milton Keynes
Ideal Personnel and Recruitment Solutions Limited
Location: Milton Keynes

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