Legal Asistant Wills and Probate

Legal Assistant - Private Client
About Us
We are an established and client-focused law firm committed to delivering high-quality legal services with a professional and personal approach.
Due to continued growth, we are seeking an experienced and proactive Legal Assistant to join our Private Client team in Bakewell. This is an excellent opportunity for a motivated individual with at least 1-2 years' legal support experience to further develop their career within a supportive and professional environment.

The Role
You will provide administrative and legal support to fee earners across a broad range of Private Client matters, including:

• Wills
• Probate
• Trusts
• Powers of Attorney
• Estate Administration

This is a varied and hands-on role suited to someone who is highly organised, professional and confident working within a busy legal department.

Key Responsibilities

• Opening, maintaining and closing client files in accordance with firm procedures.
• Drafting routine correspondence and legal documentation.
• Assisting with wills, probate applications, lasting powers of attorney, trusts and estate administration under supervision.
• Managing client onboarding processes, including ID verification and AML compliance checks.
• Liaising with clients, beneficiaries, financial institutions and other third parties.
• Supporting fee earners with diary management, workflow monitoring and key deadlines.
• Assisting with billing, file management and general administrative tasks.
• Ensuring compliance with GDPR, SRA requirements and internal procedures.
• Maintaining accurate records and updating case management systems.

About You
You will have:

• Experience working as a Legal Assistant, Legal Secretary or similar support role within a law firm.
• Excellent organisational and administrative skills.
• Strong attention to detail and a high level of accuracy.
• Excellent written and verbal communication skills.
• The ability to manage a busy workload and prioritise effectively.
• A professional, reliable and confidential approach to client matters.
• Good IT skills, including Microsoft Office and legal case management systems.

Desirable Experience

• Previous experience within a Private Client department.
• Knowledge of wills, probate, trusts and lasting powers of attorney.
• Experience drafting routine legal documents under supervision.
• Familiarity with LEAP case management software.
• Understanding of legal compliance and client onboarding procedures.

What We Offer

• A supportive and professional working environment.
• Ongoing training and career development opportunities.
• Mentoring from experienced Private Client professionals.
• Exposure to a wide variety of Private Client matters.
• Generous annual leave entitlement.
• Parking permit.
• The opportunity to develop your career within a growing and forward-thinking law firm.

Why Join Us?
This is an excellent opportunity to become part of a successful and expanding law firm where your experience will be valued, and where you will play an important role in supporting a busy Private Client team while continuing to build your legal knowledge and professional skills.
Salary: From £24,500 per year