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- Tasks: Assist in drafting Wills and LPAs, support estate administration, and maintain client records.
- Company: Join Shorts, a respected firm with over 135 years of experience in accountancy and business advice.
- Benefits: Enjoy flexible hours, 25 days holiday, free parking, and mental health support.
- Other info: Collaborative culture with a focus on work-life balance and long-term career growth.
- Why this job: Kickstart your career in estate planning with hands-on experience and professional development opportunities.
- Qualifications: Legal qualification or relevant experience in private client services is preferred.
The predicted salary is between 30000 - 42000 £ per year.
About Shorts
Shorts is a long-established, independent firm of accountants and business advisers with offices in Chesterfield and Sheffield. We’ve been supporting ambitious businesses and individuals across the region for over 135 years. We pride ourselves on delivering outstanding client service, with specialist expertise in Tax, Corporate Finance, Audit, and Private Client work. Our people are at the heart of what we do, which is why we invest in a culture of collaboration, continuous development, and flexibility. Our award-winning Private Client team are specialists in trusts, wills, estate planning and personal tax and our service is market-leading and award winning.
Role Overview:
We are seeking a detail-oriented and client-focused Estates & Legal Assistant to join our growing Private Client team. This role is ideal for an individual looking to build a career in estate planning and private client services within a professional accountancy environment. You will play a key role in supporting the Estates team to deliver high-quality services to our clients. This includes assisting with the preparation of Wills, Lasting Powers of Attorney (LPAs), estate planning, and other private client legal work. The position offers hands-on experience in estate administration, with full training and development opportunities, including the chance to begin your STEP certification. Working closely with Executors, Trustees, and family members, you will help structure clients’ affairs in line with their wishes. Collaboration with internal departments and external professionals will be essential to provide a seamless, joined-up client service.
Key Responsibilities:
- Assist in drafting Wills and LPAs under supervision.
- Support the preparation and submission of probate applications.
- Gather and verify asset and liability information for estate administration.
- Maintain accurate client records and case files in compliance with data protection and firm policies.
- Communicate with clients, beneficiaries, and third parties professionally and empathetically.
- Liaise with internal teams to ensure smooth handling of estate-related matters.
- Contribute to process improvements and client service initiatives.
Skills / Experience / Qualifications
Skills:
Excellent written and verbal communication skills with the ability to explain complex matters clearly. Strong attention to detail and accuracy in document preparation. Highly organised with the ability to manage multiple tasks and meet deadlines. Professional, empathetic approach when dealing with clients and sensitive matters. Proficient in Microsoft Office and comfortable learning new digital systems.
Experience:
Desirable - Experience in Will drafting / private client legal work. Client-facing or administrative role. Desirable - Exposure to legal, financial, or estate-related work.
Qualifications:
Legal or Paralegal Qualification: Law Degree (LLB), Legal Practice Course (LPC) or equivalent paralegal certification, ATT qualification combined with relevant experience in private client or estate work. Commitment to professional development – full support provided for STEP certification. GCSEs/A-Levels: Strong academic foundation, particularly in English and Maths.
Why Join Shorts?
At Shorts, we genuinely care about our people. Here’s a taste of what we offer:
True work-life balance – Extended core hours policy, minimal overtime, and flexibility. Free parking & TOIL (Time Off in Lieu for extra hours). 25 days holiday + buy/sell up to 5 more + extra for long service. Enhanced maternity/paternity/adoption leave. Mental Health First Aiders & Employee Assistance Programme. Ongoing training and development support. A people-first, collaborative culture with long-term career progression.
Get in touch with Laura Collins, our Talent Acquisition Manager, right here on LinkedIn or via email at laura.collins@shorts.uk.com.
Estates and Legal Assistant in Leicester employer: SHORTS
Contact Detail:
SHORTS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estates and Legal Assistant in Leicester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that Estates and Legal Assistant role.
✨Tip Number 2
Prepare for interviews by researching Shorts and understanding their values. We want to see your enthusiasm for our culture of collaboration and client service. Show us how you can contribute to our award-winning Private Client team!
✨Tip Number 3
Practice your communication skills! As an Estates and Legal Assistant, you'll need to explain complex matters clearly. We recommend doing mock interviews or even chatting with friends about estate planning topics to build your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Estates and Legal Assistant in Leicester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Estates and Legal Assistant role. Highlight your relevant skills and experiences that align with what Shorts is looking for, especially in estate planning and client services.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, emphasise your excellent written and verbal communication skills. Use clear and concise language in your application to demonstrate your ability to explain complex matters simply.
Be Detail-Oriented: Attention to detail is key in this position. Make sure your application is free from errors and showcases your organisational skills. Mention any experience you have in document preparation or legal work to back this up.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, you can ensure your application reaches the right people and stands out in our system!
How to prepare for a job interview at SHORTS
✨Know Your Stuff
Before the interview, make sure you understand the basics of estate planning and the role of an Estates and Legal Assistant. Brush up on key terms like Wills, LPAs, and probate applications. This will show your genuine interest in the field and help you answer questions confidently.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and professionals, practice explaining complex legal concepts in simple terms. You might even want to prepare a few examples from your past experiences where you successfully communicated sensitive information.
✨Demonstrate Attention to Detail
Bring along a sample of your work that highlights your attention to detail, such as a well-prepared document or report. During the interview, mention how you ensure accuracy in your work, especially when dealing with important client information.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to client service and team collaboration. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your values.