Legal Assistant – Private Client
About Us
We are a growing 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, and 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
- A minimum of 1–2 years' 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.
Pay: From £24,500.00 per year
Benefits:
- Company pension
- Free parking
Ability to commute/relocate:
- Bakewell, Derbyshire: reliably commute or plan to relocate before starting work (required)
Experience:
- legal administrative : 1 year (required)
Work Location: In person