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Secretary - tax and estate planning

Winchester
Tate
Secretary
£28,000 - £33,000 a year
Posted: 23h ago
Offer description

Legal Secretary - (12‑Month Contract)

Winchester | Office‑Based
Up to £33,000 per annum (depending on experience)
Hours: Monday-Friday, 9:00am-5:00pm to start end June/early July

Our client is an established, award‑winning professional services firm known for its responsiveness, reliability, and integrity. They are seeking an experienced and highly organised Secretary to join their Tax & Estate Planning team on a 12‑month contract. This is an excellent opportunity for someone who takes pride in delivering high‑quality administrative and secretarial support within a professional environment.

Key Responsibilities

Audio typing and document production from dictation
Preparing a range of legal and administrative documentation
Handling internal and external telephone enquiries
Acting as the first point of contact for the team
Liaising professionally with clients
Ensuring file compliance and maintaining accurate records
Managing diaries and arranging appointments
Filing and general administrative dutiesAbout You

Strong written and verbal communication skills
Previous experience in a similar secretarial role
Highly organised, efficient, and able to prioritise effectively
Accurate typing and data‑entry skills
A proactive team player with a flexible approach
Strong IT skills, particularly Microsoft Word, Excel, and Outlook
Experience within Tax & Estate Planning is advantageous but not essentialBenefits

The company offers a comprehensive benefits package, including:

26 days' holiday (increasing annually to a maximum of 30 days) plus bank holidays
Pension scheme membership
Private medical insurance*
Group income protection*
Life assurance
Personal accident cover
Discounted legal fees
Shopping Gateway for online discounts
Annual Wellbeing Week
Annual flu vaccinations
Eyecare vouchers
Year‑round access to professional financial advice*Subject to eligibility.

If you have the relevant experience and are looking for a rewarding role within a supportive and reputable firm, please don't hesitate to APPLY.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

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