Dani at Avocet Legal Careers is looking for a Wealth Management Assistant to join a thriving team in Teignmouth. We're open to candidates from various backgrounds! See below under “The Ideal Candidate” section. About The Client Our client is a well-established law firm with a growing Wealth Management Team that's really making waves. They're all about delivering excellent client service while maintaining a supportive, collaborative working environment. The team specialises in estate administration (including multi-jurisdictional cases), Wills, and Lasting Powers of Attorney - so you'll be working on genuinely interesting and varied cases. About The Role This is a brilliant full-time, permanent opportunity to support a busy team of fee earners who handle the complex side of private client work. You'll be the organised, proactive backbone that keeps everything running smoothly while helping deliver top-notch service to clients. It's varied, challenging work where attention to detail is absolutely crucial, but you'll be supported every step of the way. Wealth Management Assistant Responsibilities: * Manage diaries for the lawyers you support - keeping everyone on track * Be the friendly, professional voice for clients and third parties via phone and email * Handle audio and copy typing, plus proofread dictated work to perfection * Sit in on client meetings to take detailed notes and produce clear meeting records * Help draft Wills, powers of attorney, and standard client advice letters for lawyer review * Process payment requests and manage document storage and retrieval * Provide general administrative support to keep the team organised and efficient * Ensure clients have the information they need when lawyers are busy elsewhere Wealth Management Assistant Requirements: * Experience in legal support roles would be beneficial but not essential * Exceptional attention to detail - this is absolutely essential * Excellent communication skills and confidence dealing with clients * Strong organisational abilities and enjoy organising others * Initiative and problem-solving skills you can demonstrate from previous roles * Ability to stay calm and sympathetic when dealing with families in difficult situations * Team player mentality with a willingness to work toward common goals * Ability to balance multiple responsibilities and manage time effectively * Professional approach with a 'can-do' attitude and adaptability Benefits: * Competitive salary package * 25 days holiday plus bank holidays * Holiday purchase/sale scheme (buy or sell up to 5 extra days) * Comprehensive pension scheme * Private medical care * Plus so much more! The Ideal Candidate You might be an experienced Wills, Trust and Probate Legal Secretary looking for your next challenge, a recent graduate ready to build a rewarding legal career, or someone from another field who's organised, detail-oriented, and ready for something new. What matters most is having the right attitude, strong organisational skills, and a genuine interest in providing excellent client service. This is a fantastic opportunity to join a team that genuinely values their people and invests in helping everyone reach their potential. If you're looking for challenging, rewarding work in a supportive environment where you can really make a difference, we'd love to hear from you. Get in touch with Dani at Avocet Legal Careers