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- Tasks: Support private client legal work and assist with estate administration.
- Company: Reputable wealth management firm in Surrey with a family office approach.
- Benefits: Flexible part-time hours, supportive environment, and high-quality client work.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: Experience in private client law and strong organisational skills.
- Other info: Ideal for those seeking stability and professional growth.
The predicted salary is between 24000 - 36000 £ per year.
An established and highly regarded wealth management and financial planning business based in Surrey is seeking an experienced Legal Assistant to support its private client and estate planning services. The firm advises approximately 500 private clients, primarily older and high-net-worth individuals and families, providing a joined-up service across investments, financial planning, tax advice, estate planning, wills, trusts and probate. Many clients view the firm as a family office-style adviser, relying on long-term, trusted relationships rather than transactional support. The business is well established yet continuing to grow and invest in its professional services offering.
This is a part-time role (3 days per week) supporting the firm's private client legal work. You will work closely with the Private Client Solicitor and wider advisory team, playing a key role in delivering a high-quality, detail-driven service to clients. The role offers flexibility around working days and would suit an experienced legal assistant or probate secretary looking for part-time hours in a stable, professional environment.
Key responsibilities include:
- Supporting estate administration matters from start to finish
- Liaising with banks, financial institutions and third parties
- Preparing and submitting Inheritance Tax (IHT) returns
- Managing applications and correspondence with the Probate Registry
- Preparing documentation for Powers of Attorney
- Assisting with wills drafting and amendments
- Maintaining accurate client files and case management records
- Acting as a professional point of contact for clients and their families
Candidate Profile
The successful candidate will have prior experience in private client legal work and be comfortable supporting probate and estate matters with minimal supervision. You will ideally have:
- Previous experience as a Legal Assistant / Legal Secretary within private client law
- Practical experience of estate administration and probate
- Familiarity with IHT returns and probate processes
- Experience liaising with banks and external institutions
- Confidence preparing documentation for wills and Powers of Attorney
- Strong organisational and communication skills
- A calm, empathetic approach when dealing with clients and bereaved families
Working Arrangements & Package
Part-time: 3 days per week (flexible choice of days). Supportive, professional and low-pressure working environment. High-quality client work with long-term relationships.
Legal Assistant in London employer: JMC Legal Recruitment
Contact Detail:
JMC Legal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Assistant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Legal Assistant role. You never know who might have the inside scoop on a job opening!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of estate planning and probate processes. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you’re genuinely interested in the position and appreciate their time.
✨Tip Number 4
Apply through our website for the best chance at landing that Legal Assistant gig! We’re always looking for talented individuals, and applying directly can help us see your application faster. Let’s get you that dream job!
We think you need these skills to ace Legal Assistant in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client legal work. We want to see how your skills match the role, so don’t be shy about showcasing your estate administration and probate experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting clients in estate planning and how your calm, empathetic approach makes you a great fit for our team.
Showcase Your Communication Skills: Since you'll be liaising with clients and third parties, it's important to demonstrate your strong communication skills. We love candidates who can convey complex information clearly and professionally!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at JMC Legal Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of estate administration and probate processes. Familiarise yourself with Inheritance Tax returns and the documentation for Powers of Attorney. This will not only show your expertise but also demonstrate your commitment to the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience as a Legal Assistant or Legal Secretary. Talk about how you've successfully managed client files, liaised with banks, or supported estate matters. Real-life stories can make a big impact!
✨Emphasise Your Soft Skills
This role requires a calm and empathetic approach, especially when dealing with clients and bereaved families. Be ready to discuss how you handle sensitive situations and maintain professionalism under pressure. Your interpersonal skills are just as important as your technical knowledge.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the firm’s approach to client relationships or their expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
