At a Glance
- Tasks: Support clients with wills, probate, and estate administration in a busy legal team.
- Company: Dynamic law firm in Epsom focused on client care and professional growth.
- Benefits: Hybrid working options, professional development opportunities, and a supportive team environment.
- Other info: Join a collaborative firm that values continuous improvement and high standards.
- Why this job: Make a real difference in clients' lives while developing your legal skills.
- Qualifications: Experience in legal assistance and strong administrative skills required.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking an experienced Private Client/Legal Assistant to join a busy, client-focused Private Client team based in Epsom. The successful candidate will support a varied caseload of wills, probate, estate administration and lasting powers of attorney matters, providing high-quality administrative and technical assistance, proactive case progression and excellent client care within a collaborative firm that values technical competence, continuous professional development and high standards.
This role will involve preparing and managing documentation for wills and estate planning, assisting with probate applications and estate administration, supporting lasting powers of attorney and deputyship work, and assisting with client‑facing tasks such as client care and AML checks. The post offers opportunities for professional development, involvement in process improvement and hybrid working after successful completion of the probationary period.
Key responsibilities- Provide comprehensive administrative and case management support across wills, probate and lasting powers of attorney matters from instruction through to completion, ensuring timely progression, accurate documentation and excellent client service.
- Draft and prepare documentation including client care letters, engagement paperwork, wills, codicils, probate application forms (e.g. PA1A/LS1), estate administration documents, HMRC forms and correspondence under supervision.
- Assist with the preparation and submission of probate applications, obtain and review probate packets and relevant documentation, liaise with HM Courts & Tribunals Service, banks, solicitors and third parties to collect information and progress matters.
- Support the management of estate administration tasks including asset identification, valuation, distribution of assets.
Private Client/Legal Assistant in Epsom employer: Mallory Pryce
Join a dynamic and supportive Private Client team in Epsom, where your expertise as a Private Client/Legal Assistant will be valued and nurtured. Our firm prioritises professional development and offers a collaborative work culture that encourages continuous learning and improvement, alongside the flexibility of hybrid working arrangements post-probation. With a focus on high-quality client care and a varied caseload, this role provides a meaningful opportunity to make a real difference in clients' lives while advancing your career in a respected legal environment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client/Legal Assistant in Epsom
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its values. Understand their approach to client care and how they handle probate and estate matters. This will help you tailor your responses and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Focus on articulating your experience with wills, probate, and client management. The more comfortable you are discussing your skills, the more confident you'll be during the actual interview.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who take the initiative to connect directly with us. Plus, it shows you're serious about landing that Private Client/Legal Assistant role.
We think you need these skills to ace Private Client/Legal Assistant in Epsom
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client/Legal Assistant role. Highlight your experience with wills, probate, and estate administration, as well as any relevant skills that show you can provide excellent client care.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit for our busy, client-focused team. Don’t forget to mention your commitment to continuous professional development!
Showcase Your Attention to Detail:In the legal field, attention to detail is crucial. Make sure your application is free from typos and errors. This not only reflects your professionalism but also shows us that you understand the importance of accuracy in documentation.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Mallory Pryce
✨Know Your Stuff
Make sure you brush up on the key areas of private client work, especially wills, probate, and lasting powers of attorney. Familiarise yourself with relevant documentation and processes, as this will show your potential employer that you're serious about the role and understand what it entails.
✨Showcase Your Client Care Skills
Since this role involves a lot of client interaction, be prepared to discuss your approach to client care. Think of examples where you've gone above and beyond for clients in previous roles. This will demonstrate your commitment to providing excellent service, which is crucial in a client-focused team.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s culture, professional development opportunities, and how they handle case progression. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or using online resources to practice common interview questions related to legal assistance. This will help you articulate your experience and skills more confidently during the actual interview.
