Conveyancing Secretary
Location: Ulverston Office
Hours: Part-time
Permanent position
About Us
Poole Townsend is an established and highly reputable firm providing legal, financial and property services across the Furness Peninsula and South Lakes. With multiple offices and a strong reputation for professional excellence, we are one of the largest independent providers of these services in the area.
We are proud to be an Employee Ownership Trust (EOT), meaning the business is owned for the benefit of its employees. This creates a collaborative culture where everyone shares in the success of the firm and has a voice in its future.
As an employee, you benefit from:
- Collaboration and shared responsibility in shaping the business
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Long-term stability and a focus on sustainable growth
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The potential for tax-free employee bonuses (subject to performance and EOT rules)
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Transparency and employee voice in decision-making
The Role:
We are looking to recruit a part-time Conveyancing Secretary to join our Conveyancing team at our Ulverston office.
This role offers an excellent opportunity for someone with strong administration, communication and customer service skills to provide full secretarial and administrative support to our conveyancing fee earners.
The successful candidate will assist with maintaining an efficient and high standard of conveyancing service to clients, supporting matters from opening files through to exchange and completion, in line with Poole Townsends standards and procedures.
Key Responsibilities:
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Provide full secretarial and administrative support to conveyancing fee earners
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Open, maintain and close client files accurately on the case management system and in accordance with administrative procedures
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Process post, digital dictation, documentation and straightforward correspondence relating to client matters
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Assist with the progress of conveyancing transactions by requesting, processing, monitoring and chasing information by telephone, email, letter and online systems
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Liaise professionally with clients, colleagues, other solicitors, estate agents, lenders, HM Land Registry and local authorities
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Provide basic updates to clients and respond to straightforward queries on behalf of the fee earner where appropriate
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Assist with exchange and completion paperwork in accordance with set procedures and fee earner guidance
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Support diary management, appointments and actions to help progress matters efficiently
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Ensure disbursements, payments, bills and completion-related administration are dealt with accurately and in line with procedures
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Maintain confidentiality and comply with GDPR, anti-money laundering procedures, regulatory requirements and company policies
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Identify opportunities to promote and refer clients to other services within the firm where appropriate
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Provide a friendly, professional and helpful service to clients and colleagues at all times
You will have:
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Experience of working in an administrative, customer care or professional office environment
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Experience of working within a conveyancing department is desirable
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Excellent organisational skills and the ability to prioritise a busy workload with deadlines
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Excellent communication skills, with confidence and clarity when dealing with clients and colleagues
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A professional telephone manner and strong customer service focus
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Good IT skills, including confidence using Microsoft Office and Outlook
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Intermediate audio typing or equivalent experience is desirable
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A proactive, flexible and collaborative approach, with the ability to support a small team and contribute to the smooth running of the office
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Excellent attention to detail and the ability to work accurately with client information and documentation
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A professional, friendly and helpful approach, with a commitment to providing excellent service at all times
What We Offer:
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Competitive salary depending on experience
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The opportunity to work in an employee-owned business with potential for tax-free bonuses
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22 days annual leave (pro rata) plus bank holidays and discretionary Christmas leave
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Medicash health cash plan, employee assistance programme and staff discounts
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Supportive team environment and ongoing professional development
How to Apply:
If you are interested in this opportunity, please submit your CV and covering letter
Closing date for applications is 16th August 2026.
Join Poole Townsend and be a part of a team that values professional excellence, integrity, and customer care.
Poole Townsend is a Disability Confident Employer. We welcome applications from people with disabilities and are committed to providing an inclusive, supportive workplace.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
