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- Tasks: Provide admin support in a dynamic Private Client department and manage legal documents.
- Company: Established HNW Wealth Management business with over 50 years of experience.
- Benefits: Flexible part-time hours, including school hours, and supportive work environment.
- Why this job: Escape law firm politics and make a real impact in a growing team.
- Qualifications: Enthusiasm for private client law and strong organisational skills.
- Other info: Opportunity for career growth as the department expands.
The predicted salary is between 24000 - 33600 £ per year.
PART TIME ROLE - 2-3 DAYS, depending upon your requirement, and can accommodate school hours in Surrey with flexibility on home working. This is an exclusive new instruction. Looking to move in-house and escape the pressures and politics of law firm life? If so, this is a fantastic opportunity to join a HNW Wealth Management business, established for over 50 years.
This exciting role provides the opportunity to be a pivotal part of a growing private client department, within a busy firm of Financial Advisers. You will have practical experience of assisting with estate administration, inheritance tax, lasting powers of attorneys, wills and trusts. A genuine enthusiasm for this area of law is essential, and you will relish the opportunity to be an essential part of growing an already successful business.
Although the role will provide a significant amount of autonomy, it is overseen by an experienced Private Client Solicitor and will involve working closely with a dedicated Tax Manager and a team of professionally qualified financial advisers who are knowledgeable about trusts and estate administration and will provide direction on the delivery of client work. The role is part time, and they offer various flexible working arrangements, including school hours working. There may be the opportunity to build upon this as the department grows and develops further.
Role Responsibilities:- Provide comprehensive admin support in the Private Client department.
- Secretarial duties including booking meetings and arranging diaries.
- Manage and prepare legal documents related to Wills, Probate, Trusts, and Powers of Attorney.
- Manage estate administration cases.
- Assist the legal and wealth management teams to ensure clients are provided with relevant advice on IHT, trusts and capital gains tax issues.
- Assist the Tax Manager with admin tasks.
- Assist with trust administration, including supporting trustees in meeting all relevant obligations.
This is a great place to work. They recognise the pressures of a client base that has high expectations, and they put the welfare of their staff at the top of the list of things that matter most.
If you’d like more details and a confidential chat, contact Nathalie Pickering on 07879 401 671 at nathaliepickering@motusrecruitment.com.
Private Client legal assistant/paralegal/secretary * IN-HOUSE * 40k. PART TIME/school hours employer: Motus
Contact Detail:
Motus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client legal assistant/paralegal/secretary * IN-HOUSE * 40k. PART TIME/school hours
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in private client roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of estate administration and inheritance tax. Show us your enthusiasm for the role by discussing how you can contribute to the team and help clients navigate their needs.
✨Tip Number 3
Don’t forget to showcase your organisational skills! In a part-time role, being able to manage your time effectively is key. Share examples of how you've juggled multiple tasks or projects successfully in the past.
✨Tip Number 4
Apply through our website for a smoother process! We love seeing candidates who take the initiative. Plus, it gives you a chance to highlight your fit for the role directly to us.
We think you need these skills to ace Private Client legal assistant/paralegal/secretary * IN-HOUSE * 40k. PART TIME/school hours
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight your experience with estate administration, wills, and trusts. 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! Share your enthusiasm for private client law and explain why you’re excited about this opportunity. Let us know why you’d be a great fit for our team.
Showcase Relevant Experience: When detailing your experience, focus on your admin support skills and any relevant legal work. We love seeing practical examples of how you've contributed in previous roles, especially in a similar environment.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Motus
✨Know Your Stuff
Make sure you brush up on your knowledge of estate administration, inheritance tax, and the specifics of wills and trusts. Being able to discuss these topics confidently will show that you’re genuinely interested in the role and understand what it entails.
✨Show Your Enthusiasm
This role requires a genuine passion for private client work. Be prepared to share why you love this area of law and how you can contribute to the growth of the department. A positive attitude can really set you apart!
✨Flexibility is Key
Since the position offers flexible working arrangements, be ready to discuss your availability and how you can fit into their part-time schedule. Highlighting your adaptability will demonstrate that you’re a great fit for their team.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to client management and how the private client department collaborates with financial advisers. This shows you’re not just interested in the job, but also in how you can contribute to their success.
