Private Client Legal Assistant
Cardiff | Leading Regional Law Firm | Career Development Opportunity
TSR Legal is delighted to be working in partnership with a well‑established and highly regarded Cardiff law firm in their search for a Private Client Legal Assistant to join their growing team.
This is an excellent opportunity for an organised and personable individual looking to develop a long‑term career within private client law. The firm is open to candidates with experience from other legal disciplines or professional services backgrounds and offers a supportive environment with ongoing training and development.
The Role
You will work closely with experienced fee earners, supporting on a varied private client caseload involving wills, probate, estate administration, and powers of attorney matters. This is a fantastic opportunity to gain exposure to high‑quality work while building your knowledge and experience within a respected private client team.
Key Responsibilities
* Assisting with the preparation and drafting of Wills, Lasting Powers of Attorney, and related documentation
* Supporting probate applications and estate administration matters
* Liaising with clients, beneficiaries, executors, and third parties in a professional and empathetic manner
* Preparing correspondence, client care documentation, and legal forms
* Collating financial and estate information, including inheritance tax documentation
* Liaising with HMRC, banks, insurers, and the Probate Registry
* Maintaining accurate and compliant files using the firms case management system
* Providing administrative and organisational support to fee earners
* Keeping up to date with relevant legislation and best practice
About You
* Previous experience within a legal or professional services environment is essential
* Experience within private client law is advantageous but not essential
* Candidates from other legal disciplines will be considered
* Excellent organisational skills and strong attention to detail
* Professional, compassionate, and client‑focused approach
* Strong communication and interpersonal skills
* Ability to manage workload effectively and work collaboratively within a team
* Proficient in Microsoft Office and case management systems
* Keen to learn and develop within private client law
The Opportunity
This is a fantastic opportunity to join a respected Cardiff law firm offering quality work, excellent support, and genuine opportunities for progression. You will be part of a collaborative and friendly team where your development will be encouraged and supported from day one.
If you are looking to take the next step in your legal career within a supportive and professional environment, we would love to hear from you.
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