Legal secretary, private wealth & succession

Legal secretary, private wealth & succession

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Schofield Sweeney LLP

At a Glance

  • Tasks: Provide secretarial support to lawyers in private wealth and succession matters.
  • Company: Join a supportive legal team in Bradford with a focus on client care.
  • Benefits: Competitive salary, professional development, and a friendly work environment.
  • Other info: Opportunity to grow in a dynamic legal environment with varied work.
  • Why this job: Make a difference by helping clients navigate complex and personal legal matters.
  • Qualifications: Proven legal secretarial experience and strong document management skills required.

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

Our Private Wealth & Succession lawyers provide specialist guidance to families, trustees, business owners and landowners in the UK and overseas. They also advise executors and beneficiaries of deceased estates. The team handles a varied and interesting mix of work, including wills, Lasting Powers of Attorney, trusts, estate administration and corporate structures in a private wealth context. They take a friendly, reassuring and practical approach, helping clients through matters that are often complex, personal or sensitive.

We’re now looking for an experienced legal secretary to join our private wealth & succession team in Bradford.

The Role

You’ll provide full secretarial and administrative support across the team, helping our lawyers manage a busy and interesting range of private wealth and succession work. Your role will include:

  • Managing and preparing documents
  • Supporting monthly billing
  • Helping with credit management processes
  • Producing financial information when needed
  • Using case management systems to keep matters organised
  • Supporting lawyers and clients in a professional, accurate and helpful way
What we’re looking for

You’ll need proven legal secretarial experience, strong document management skills and experience using case management systems, ideally P4W. Private client experience would be ideal, although experience in a similar area, such as family law, would also be useful. You’ll be organised, accurate and proactive, with the confidence to manage a busy workload. You’ll also be a clear communicator who can show empathy and understanding when supporting clients through difficult circumstances.

If this sounds like an opportunity for you, we’d like to hear from you.

Legal secretary, private wealth & succession employer: Schofield Sweeney LLP

Join our dynamic team in Bradford, where we pride ourselves on fostering a supportive and collaborative work environment. As a legal secretary in our Private Wealth & Succession team, you'll benefit from ongoing professional development opportunities and a culture that values empathy and understanding, ensuring you can thrive while making a meaningful impact in clients' lives during sensitive times.

Schofield Sweeney LLP

Contact Details:

Schofield Sweeney LLP Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Legal secretary, private wealth & succession

Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work in private wealth and succession. 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 wills, trusts, and estate administration. We want you to feel confident discussing these topics, as they’re key in this role. Plus, it shows you're genuinely interested in the work!

Tip Number 3

Don’t underestimate the power of a follow-up! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. 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 wealth & succession

Legal Secretarial Experience
Document Management Skills
Case Management Systems (P4W)
Private Client Experience
Organisational Skills
Accuracy
Proactivity

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your legal secretarial experience and any relevant private client work to show us you’re the right fit for our team.

Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about working in private wealth and succession. Share specific examples of how you've supported lawyers and clients in the past, and don’t forget to mention your document management skills!

Showcase Your Organisational Skills:In your application, give us a glimpse of how you manage a busy workload. We want to see your proactive approach and how you keep everything organised, especially when dealing with sensitive matters.

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 Schofield Sweeney LLP

Know Your Stuff

Make sure you brush up on the specifics of private wealth and succession law. Familiarise yourself with terms like wills, trusts, and Lasting Powers of Attorney. This will not only show your interest but also help you answer questions confidently.

Showcase Your Skills

Prepare examples that highlight your legal secretarial experience and document management skills. Think about times when you’ve successfully managed a busy workload or supported clients through sensitive situations. Real-life examples can make a big impact!

Be Organised

Demonstrate your organisational skills during the interview. Bring a well-structured portfolio of your work, including any relevant documents or case studies. This shows you’re proactive and ready to handle the demands of the role.

Communicate Clearly

Practice clear and empathetic communication. Since the role involves supporting clients in difficult circumstances, showing that you can communicate effectively and with understanding is key. Role-play common scenarios with a friend to build your confidence.