Legal Assistant

2 weeks ago


Broad Street, United Kingdom TC Personnel Ltd Full time

Join Our Team as a Legal Assistant

We are seeking a skilled Legal Assistant to support our independent law firm in delivering exceptional legal research services. This role is crucial in ensuring that client documentation is prepared with precision and delivered in a timely manner, while also minimizing potential risks and aiding the firm in reaching its objectives.

Key Responsibilities:

  • Prepare detailed suitability reports and correspondence within specified deadlines.
  • Ensure compliance of all client-related work with appropriate documentation.
  • Conduct comparative analysis to inform client recommendations.
  • Perform technical research as part of the review process for existing arrangements.
  • Comprehend clients' overall financial situations based on information gathered.
  • Engage with team members to discuss client goals and gather necessary information for suitability assessments.
  • Investigate client inquiries thoroughly and provide accurate responses.
  • Conduct annual reviews in accordance with service level agreements.

Work Environment and Commitments:

  • This is a permanent, full-time role with some flexibility in working hours.
  • The position is primarily based in our office, with occasional travel required.
  • Additional hours may be necessary during peak periods.

Candidate Qualifications:

  • Possession of or progress towards a Level 4 Paraplanning diploma.
  • Strong knowledge of financial products and services.
  • Ability to evaluate suitability in alignment with client objectives.
  • Excellent analytical skills, particularly in reviewing financial documents and providing comprehensive technical insights.
  • Strong organizational abilities to manage multiple cases simultaneously.

The annual salary for this position is competitive, along with a performance-based bonus scheme.



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