Senior Private Client Advisor

21 hours ago


Northampton, Northamptonshire, United Kingdom Ideal Personnel & Recruitment Solutions Limited Full time
Job Title: Senior Private Client Advisor

We are seeking a highly skilled and motivated Senior Private Client Advisor to join our team at Ideal Personnel & Recruitment Solutions Limited. This is an excellent opportunity for a dedicated professional to work with a leading law firm, providing exceptional support to their Private Client team.

About the Role:
In this role, you will be responsible for providing administrative support to the Private Client team, including drafting documents, preparing file bundles, and undertaking research on legal issues. You will also be required to liaise with clients via telephone and email, attend client meetings, and take notes as necessary. Your duties will include:
  • Drafting documents and letters of advice to clients under supervision
  • Drafting and completing basic legal documents and forms with limited supervision
  • Researching legal issues on behalf of other fee earners
  • Preparing document bundles for fee earners as required
  • Taking responsibility for administrative tasks, i.e. coordinating the administration of seminars
  • Taking messages about initial advice queries and passing them on to the relevant fee earner
  • The efficient management of client/matter files to include general filing, file opening, preparation of client care letters and terms and conditions, file closure and archiving
  • Undertaking any other duties as required.

About Us:
Ideal Personnel & Recruitment Solutions Limited is a dynamic and forward-thinking firm that values talent, diversity, and collaboration. We foster a supportive and inclusive culture where every team member is empowered to thrive and make a meaningful impact. As an employer, we strive to deliver exceptional results across a wide range of practice areas, combining deep industry knowledge with innovative thinking to provide strategic advice and tailored solutions to our diverse client base.

Requirements:
To be successful in this role, you will need to possess a good eye for detail, excellent organisation and time management abilities, and strong communication skills. A Law Degree or previous experience working in a private client team is essential, as is a great working knowledge of Microsoft Office, including Word and Excel. Prior paralegal experience would be advantageous, but not essential. The estimated salary for this position is £35,000 - £40,000 per annum, depending on experience.

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