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- Tasks: Support clients with wills, probate, and estate administration in a compassionate manner.
- Company: Join a respected Legal 500-recognised practice in Bath.
- Benefits: Collaborative environment with opportunities for career growth and professional development.
- Other info: Ideal for those passionate about law and helping others.
- Why this job: Make a real difference in people's lives during sensitive legal matters.
- Qualifications: Experience in private client work and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
TSR Legal is seeking a dedicated and professional Private Client Legal Assistant to join a highly regarded legal team in Bath. This is an exciting opportunity to contribute to a respected Legal 500-recognised practice supporting individuals and families with sensitive and rewarding work in wills, probate, estate administration and related private client matters.
About the Role
You will support fee-earners in delivering high-quality legal services across a varied private client caseload. Your work will help clients navigate important and often emotional life events with clarity, compassion and professionalism.
Key Responsibilities
- Support the preparation and drafting of Wills, Lasting Powers of Attorney and other private client documents.
- Assist with probate applications and the administration of estates for deceased clients, including preparing necessary forms and liaising with the Probate Registry.
- Collate and organise financial information and estate documentation, including assisting with inheritance tax matters.
- Manage aspects of client communications – by telephone, email and in person – with executors, beneficiaries and third parties.
- Maintain accurate and up-to-date case files using legal case management systems.
- Draft client correspondence, prepare client care letters and terms of business.
- Liaise professionally with external organisations (banks, HMRC, insurers, etc.) as part of estate administration.
- Stay up-to-date with relevant legislation, best practice and compliance standards.
About You
We’re looking for an enthusiastic professional with:
- Previous experience in private client work, ideally including wills, probate, estate administration and/or lasting powers of attorney.
- Strong organisational skills, attention to detail and the ability to manage multiple files.
- Excellent written and verbal communication skills with a client-focused and empathetic approach.
- Confidence in dealing directly with clients and third parties in a sensitive and professional manner.
- Proficiency with Microsoft Office and case management systems.
Desirable: Legal qualification or study towards a relevant qualification (e.g., CILEx, law degree) is advantageous but not essential.
Why Apply?
This role offers the chance to develop your career in a supportive and collaborative environment where quality client service is central. You’ll work alongside experienced professionals providing practical, tailored advice across all aspects of private client law. If you are passionate about helping clients through sensitive legal matters and want to grow your expertise in private client law, contact Rachel Phillips, Associate Director in confidence.
Private Client Legal Assistant employer: TSR Legal
Contact Detail:
TSR Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Legal Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the legal field, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you to someone looking for a Private Client Legal Assistant.
✨Tip Number 2
Prepare for interviews by researching the firm and understanding their values. Be ready to discuss how your experience aligns with their work in wills, probate, and estate administration. Show them you’re not just another candidate; you’re genuinely interested in making a difference for clients.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and third parties, being able to convey information clearly and empathetically is key. Role-play common scenarios with friends or family 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. Let’s get you that Private Client Legal Assistant role!
We think you need these skills to ace Private Client Legal Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Legal Assistant role. Highlight any previous work in wills, probate, or estate administration to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for private client work and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application demonstrates your excellent communication skills. Keep it clear, concise, and professional – we love that!
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 us!
How to prepare for a job interview at TSR Legal
✨Know Your Stuff
Make sure you brush up on the basics of wills, probate, and estate administration. Familiarise yourself with common terminology and processes, as this will show your potential employer that you're serious about the role and understand the key responsibilities.
✨Show Your Empathy
Since this role involves dealing with sensitive matters, be prepared to demonstrate your empathetic approach during the interview. Think of examples where you've handled difficult situations with compassion, as this will resonate well with the interviewers.
✨Organisational Skills Matter
Highlight your organisational skills by discussing how you manage multiple files or projects. Bring up specific tools or methods you use to stay organised, as this is crucial for a Private Client Legal Assistant.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to private client work or their team dynamics. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.