Join Our Growing Private Client Team
Our Wills, Trusts and Probate team has built a strong reputation for providing expert legal advice combined with a highly personal and compassionate approach. We are proud that many of our clients return to us throughout their lives and recommend us to their families and friends, trusting us to support them through important decisions and significant life events.
As the team continues to grow, we are looking for an organised, proactive and professional Legal Assistant to support our Partners, Senior Associates, Associates and wider Private Client team. Based in our Lymington office, this is an exciting opportunity to become part of a department that is committed to delivering exceptional client care and building lasting relationships with those we support.
About the Role
As a Legal Assistant, you will be a valued member of our Private Client Team, providing high-quality administrative and procedural support across a broad range of matters, including Wills, Powers of Attorney, trusts, probate and estate administration. You will work closely with our Partner, Senior Associates and Associates, helping to ensure matters progress efficiently while maintaining the exceptional levels of client care for which the team is known
Based in our Lymington office, you will play an important role in supporting the day-to-day management of matters, ensuring work progresses efficiently and clients receive a professional and responsive service.
Private Client work often involves supporting individuals and families through significant life events, from planning for the future to dealing with the affairs of a loved one following bereavement. This role requires someone who combines excellent organisational skills with empathy, professionalism and discretion.
What You'll Be Doing
Client Support
· Acting as a professional and welcoming first point of contact for clients.
· Communicating confidently by telephone, email and in person.
· Supporting client appointments, onboarding processes and ID checks.
· Providing clear procedural updates and ensuring clients receive an excellent level of service throughout their matter.
· Building positive relationships with clients and ensuring they feel supported throughout their matter.
Matter and Document Management
· Preparing and organising files, document packs, correspondence and client information.
· Managing file opening and closing procedures.
· Maintaining accurate, organised and audit-ready files.
· Tracking key deadlines, outstanding actions and procedural requirements.
· Ensuring documents and communications are saved and recorded correctly.
· Supporting the preparation of probate, trust and estate administration documentation as required.
· Producing documents from digital dictation and audio typing to a high standard.
Administrative Support
· Managing diaries, appointments and meetings for fee earners.
· Supporting billing processes and maintaining accurate records.
· Assisting with document production, formatting, scanning and electronic filing.
· Liaising with clients, financial institutions, professional advisers and third parties as required.
· Helping to ensure the smooth day-to-day running of a busy and growing department
Team Support
· Working collaboratively with colleagues across the team.
· Supporting Partners and Senior Associates during busy periods.
· Sharing information clearly and effectively to keep matters progressing.
· Contributing to a positive, professional and supportive working environment.
About You
We are looking for someone who is highly organised, proactive and enjoys working as part of a team.
Ideally, you will have:
· Previous experience working in a law firm.
· Experience within a Private Client, Wills, Trusts and Probate team would be an advantage.
· Strong typing, document production and administrative skills.
· Experience of audio typing and digital dictation.
· Excellent organisational skills and attention to detail.
· Professional communication skills and a client-focused approach.
· Confidence using case management systems and Microsoft Office.
· The ability to manage competing priorities and deadlines
Importantly, you will also have:
· A warm and professional approach to client care.
· Empathy and emotional intelligence.
· The ability to deal sensitively with clients who may be bereaved or facing difficult personal circumstances.
· A high level of discretion and understanding of confidentiality.
· A strong work ethic and a proactive approach to supporting colleagues.
· Excellent keyboard skills and the ability to produce accurate, high-quality documents from audio dictation.
Why Join Us?
At Scott Bailey, every team member plays an important role in our success. We are proud of our collaborative culture, supportive environment and commitment to delivering excellent client service.
You will be joining a respected Private Client Team that advises individuals and families on Wills, trusts, estate planning, probate and later-life matters. The team combines technical expertise with a practical and approachable style, helping clients make informed decisions with confidence.
This is an excellent opportunity to develop your career within a supportive team where your contribution will be valued and where you can make a real difference to both clients and colleagues.
Hours
35 hours per week, Monday to Friday, 9.00am – 5.00pm
Salary
£competitive, depending on experience
Benefits
· 34 days' holiday including Bank Holidays
- Additional day off for your birthday
- Free New Forest Parking Clock
- Health Cash Plan Scheme
- Life Insurance Scheme
- Staff Discount Platform
- Excellent development opportunities
- Open and friendly culture
Ready to Apply?
If you are looking for a rewarding role within a friendly and professional Private Client Team and have the organisation, attention to detail, document production and client care skills needed to support both colleagues and clients, we would love to hear from you.
Apply today and become an integral part of our growing Wills, Trusts and Probate Team.
Please include a covering letter with your CV.
Closing date: 10th August 2026
Pay: Up to £27,000.00 per year
Application question(s):
- This role is based full-time in our Lymington office. Do you live within a reasonable daily commuting distance of Lymington and are you able to attend the office Monday to Friday, 9.00am–5.00pm?
- Do you have the right to work in the UK?
- Will you require employer sponsorship now or in the future to continue working in the UK?
- Do you have previous experience working in a law firm as a Legal Assistant, Legal Secretary, Paralegal or in a similar legal support role?
Work Location: In person