At a Glance
- Tasks: Assist clients with onboarding and ensure excellent service throughout their journey.
- Company: Join Parker Bullen, a supportive and inclusive legal firm.
- Benefits: Flexible office locations, career growth, and a welcoming work environment.
- Other info: Opportunity to learn about Private Client legal matters and compliance.
- Why this job: Make a difference in clients' lives while developing your skills in a dynamic team.
- Qualifications: Strong communication, organisational skills, and attention to detail required.
The predicted salary is between 20250 - 24750 £ per year.
We are looking for an Onboarding Assistant to join our Wills, Probate and Estate Planning team. Due to the nature of this role in assisting the department as a whole, we can be flexible on office location.
The role will consist of the following duties:
- Primarily responsible for dealing with new client enquiries and onboarding to include making appointments, setting up files, dealing with initial compliance matters/ID checks and ensuring that clients get a consistent and excellent level of service when making enquiries or giving us new instructions;
- Answering new telephone and email enquiries for all offices;
- Acting as the first port of call for the Wills, Probate and Estate Planning team and meeting with walk-in prospective clients at the respective office;
- Diarising meetings for Legal Professionals;
- Using Partner for opening files and new matters;
- Compliance tasks, to include creating and reviewing Legals and uploading to Partner, unlocking and resurrecting files, completing file opening checklists to make sure files are being opened correctly and are fully compliant with our firm-wide Compliance procedures;
- General administrative support including assisting with Will searches or collections at the respective office and writing letters/posting documents to clients.
The candidate will have the following skills:
- Excellent communication with clients and colleagues both over the telephone and by email;
- Good organisational skills, managing initial client appointments and ensuring Legal Professionals are forwarded all relevant information;
- Attention to detail to ensure all client information is accurately recorded and all compliance requirements are completed;
- Due to the large number of enquiries and new clients, efficiency is essential;
- A willingness to learn and understand Private Client legal matters and compliance requirements to ensure you can deal with initial client enquiries effectively.
Here at Parker Bullen, we offer our employees not only a role, but a place where they can feel comfortable each and every day when they come to work, a place where they can grow in their career and a place where they will be heard. We offer a variety of benefits to our employees, which you can read more about on our Life at Parker Bullen page.
Advertisements will make clear, in both wording and illustration, that the positions are open to all suitably qualified candidates, regardless of age, disability, gender reassignment, marriage/civil partnership, pregnancy, maternity, race, religion or belief, sex or sexual orientation and for those who are serving, who have served in the Armed forces.
Excellence Delivering the highest standards of legal expertise and service.
Wills, Probate and Estate Planning - Onboarding Assistant - Andover, Romsey, Salisbury, Totton or Wi employer: Parker Bullen LLP
Parker Bullen LLP is an excellent employer, offering a supportive work culture that values compliance and client service in the property law sector. With opportunities for professional growth and development, employees benefit from a collaborative environment across our Andover, Romsey, and Salisbury locations, where they can thrive in their roles while contributing to meaningful legal transactions.
StudySmarter Expert Advice🤫
We think this is how you could land Wills, Probate and Estate Planning - Onboarding Assistant - Andover, Romsey, Salisbury, Totton or Wi
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
✨Tap into Online Legal Communities
Don’t underestimate the power of online platforms like LinkedIn and specific legal forums. Get active in discussions or share your thoughts on recent legal developments – this not only builds your visibility but also showcases your passion and knowledge in law.
✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Parker Bullen LLP, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
If you’re still in university or have recently graduated, latch onto your career services! They often have connections with law firms looking for graduates and can guide you through the application process tailored for the legal sector.
We think you need these skills to ace Wills, Probate and Estate Planning - Onboarding Assistant - Andover, Romsey, Salisbury, Totton or Wi
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Parker Bullen LLP, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Parker Bullen LLP and the specific role of Wills, Probate and Estate Planning - Onboarding Assistant - Andover, Romsey, Salisbury, Totton or Wi. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Parker Bullen LLP’s culture!
How to prepare for a job interview at Parker Bullen LLP
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Parker Bullen LLP.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Parker Bullen LLP.
