Our client has a permanent position for a Legal Secretary to join their Private Client team. The team compliments the firm’s commercial legal services offering by providing a complete solution to the firm’s clientele who consist primarily of Entrepreneurs, including company directors/shareholders and HNW individuals.

Whilst the priority of this role is to support the Private Client Team, this role will also be required to support other teams in situations where there is capacity. This supports their ethos of everyone helping and supporting each other.

The position is office based, full-time, Monday to Friday, 9.00 am to 5.00 pm (35 hours per week)

Dealing with:

• Assisting with Tax Planning, the preparation of Wills and Wealth Protection issues. Experience of handling HNW and complex matters would be an advantage.

• Lasting Powers of Attorney.

• Trusts, including knowledge of declarations of trust would be an advantage.

• Probate including taxable estates and those with a foreign element.

• Basic knowledge of Inheritance Tax.

Due to the nature of the work undertaken, it would be desirable to be able to demonstrate experience of the following:

a. Preparing Wills

b. Preparing Powers of Attorney

c. Simple Trust Administration

d. Administration of estates, including the preparation of estate accounts

e. Contentious Probate

• Experience of working within other practice...