Private Client Secretary

Private Client Secretary

Full-Time 28000 - 34000 £ / year (est.) Home office (partial)
V

At a Glance

  • Tasks: Provide comprehensive support to clients and manage sensitive documentation.
  • Company: Modern legal firm in central Edinburgh with a focus on client care.
  • Benefits: 30 days holiday, wellbeing hour, pension scheme, and health plan.
  • Why this job: Join a dynamic team and make a real difference in clients' lives.
  • Qualifications: 1 year experience in Private Client secretarial role and strong legal knowledge.
  • Other info: Flexible interview scheduling and prime location near Waverley Station.

The predicted salary is between 28000 - 34000 £ per year.

Experienced Private Client Secretary

Location: Central Edinburgh (EH8 – 2 mins from Waverley)

Salary: £28,000 – £34,000 (DOE) + Premium Benefits

Working Pattern: Full-Time | Hybrid Options (1 day WFH)

The Role

Our client is looking for a skilled Private Client Secretary to provide comprehensive support to a dedicated fee earner. Based in a stunning, modern office in central Edinburgh you will be the primary point of contact for clients, ensuring all matters are handled with the utmost sensitivity and professionalism. This role is perfect for someone who takes pride in their accuracy and enjoys the variety involved in Private Client work.

Key Responsibilities:

  • Document Production: Transcribing Wills, Trusts, Powers of Attorney, and HMRC forms from digital dictation.
  • Client Care: Handling telephone queries and booking appointments with a sensitive, professional approach.
  • Organisation: Efficient diary management and ensuring documents are produced within strict timeframes.
  • Systems: Maintaining client databases and using case management systems.

Skills & Experience Required:

  • Minimum 1 year of experience in a Private Client secretarial role.
  • A strong understanding of legal forms associated with Wills and PoA.
  • Excellent interpersonal skills and a professional telephone manner.
  • High level of accuracy in audio typing and document production.

The Benefits:

  • 30 Days Holiday (22 floating + 8 fixed).
  • Monthly Wellbeing Hour for your personal wellness.
  • 5% Employer Pension & 3x Salary Death in Service benefit.
  • Cash Health Plan & Cycle to Work Scheme.
  • Prime Location: A stone's throw from Waverley Station and the Royal Mile.

How to Apply: Apply now with your updated CV to be considered for this central Edinburgh role. Valeco Recruitment will invite our shortlisted candidates to attend an interview registration online, and our team are flexible on days and times to suit everyone.

Private Client Secretary employer: Valeco Recruitment

Join a dynamic team as a Private Client Secretary in the heart of Central Edinburgh, where you will enjoy a supportive work culture that prioritises employee wellbeing and professional growth. With generous benefits including 30 days of holiday, a monthly wellbeing hour, and a prime location just minutes from Waverley Station, this role offers a unique opportunity to thrive in a collaborative environment while making a meaningful impact on clients' lives.
V

Contact Detail:

Valeco Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Secretary

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field and let them know you're on the hunt for a Private Client Secretary role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research common questions for Private Client Secretary roles and practice your responses. We recommend having examples ready that showcase your accuracy and client care skills, as these are key in this line of work.

✨Tip Number 3

Show off your tech skills! Familiarise yourself with case management systems and document production tools. Being able to demonstrate your proficiency in these areas during an interview will definitely give you an edge.

✨Tip Number 4

Apply through our website! It’s super easy and ensures your application gets seen by the right people. Plus, we’re always on the lookout for talented individuals like you to join our network.

We think you need these skills to ace Private Client Secretary

Document Production
Transcribing Wills
Transcribing Trusts
Transcribing Powers of Attorney
Transcribing HMRC forms
Client Care
Diary Management
Client Database Maintenance
Case Management Systems
Interpersonal Skills
Professional Telephone Manner
Audio Typing
High Level of Accuracy

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Private Client Secretary. We want to see how your skills match the job description, so don’t be shy about showcasing your relevant experience!

Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your background aligns with the responsibilities listed. We love a personal touch!

Showcase Your Skills: Be sure to mention your audio typing accuracy and familiarity with legal forms like Wills and Powers of Attorney. We’re looking for someone who takes pride in their work, so let that shine through!

Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity in central Edinburgh.

How to prepare for a job interview at Valeco Recruitment

✨Know Your Documents

Make sure you’re familiar with the types of documents you'll be working with, like Wills and Powers of Attorney. Brush up on any legal terminology and processes related to these documents so you can speak confidently about them during the interview.

✨Showcase Your Client Care Skills

Since this role involves a lot of client interaction, prepare examples of how you've handled client queries in the past. Think about times when you demonstrated sensitivity and professionalism, as these qualities are key for this position.

✨Demonstrate Your Organisational Skills

Be ready to discuss your approach to diary management and document production. You might even want to bring a sample of your work or describe a system you’ve used to stay organised under tight deadlines.

✨Practice Your Audio Typing

Given the emphasis on accuracy in audio typing, it’s a good idea to practice beforehand. If possible, try to find some dictation exercises online to sharpen your skills and ensure you can demonstrate your proficiency during the interview.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>