Job Description
Private Client Legal Assistant
TSR Legal is delighted to be working with a highly regarded, Legal 500-recognised firm in Bath, seeking a motivated and professional Legal Assistant to join their Private Client team.
This is an excellent opportunity for someone looking to build or transition into a career in private client law. The firm is open to candidates from other legal disciplines or professional services backgrounds, offering full support and supervision as you develop your expertise.
The Role
You will support fee earners on a varied private client caseload, assisting with high-quality work involving wills, probate, and estate administration.
This is a supervised position, making it ideal for someone eager to learn and develop within a structured and supportive environment while gaining exposure to sensitive and rewarding client work.
Key Responsibilities
- Assisting with the preparation and drafting of Wills, Lasting Powers of Attorney, and other private client documentation
- Supporting probate applications and estate administration, including liaising with the Probate Registry
- Collating and organising financial and estate information, including assisting with inheritance tax matters
- Handling client communications via telephone, email, and in person with executors, beneficiaries, and third parties
- Maintaining accurate and up-to-date case files using the firm's case management system
- Drafting correspondence, client care letters, and terms of business
- Liaising with external organisations such as banks, HMRC, and insurers
- Keeping up to date with relevant legislation and best practice
About You
- Previous experience within a legal or professional services environment is essential
- Experience in private client law is desirable, but not required
- Candidates from other legal disciplines will be considered
- Strong organisational skills and attention to detail
- Excellent written and verbal communication skills
- A professional, empathetic, and client-focused approach
- Ability to manage workload effectively and work as part of a team
- Proficient in Microsoft Office and case management systems
The Opportunity
This is a fantastic opportunity to join a respected Legal 500 firm offering high-quality work, excellent training, and ongoing supervision. You will be supported in developing your skills within private client law while building a long-term legal career.
If you are looking to transition into private client or take the next step in your legal career within a supportive environment, we would love to hear from you.
For a confidential discussion, please contact:
Rachel Phillips, Associate Director or apply below.
