Private Client Secretary / Paralegal
We are seeking a highly organised and proactive Private Client Secretary / Paralegal to join our respected and expanding Private Client team in Milton Keynes. Working closely with our Private Client Solicitors, you will provide essential legal and administrative support across matters involving Wills, Probate, EstateAdministration, Trusts and Lasting Powers of Attorney (LPAs).
This role offers excellent client contact, exposure to quality legal work, and the opportunity to develop your skills within a supportive and progressive firm.
Key Responsibilities
- Managing incoming and outgoing correspondence, including email and telephone enquiries.
- Opening, maintaining and closing client files in accordance with compliance and regulatory requirements.
- Scheduling appointments, organising meetings and managing diaries for fee-earners.
- Assisting with the electronic and physical filing of documents, ensuring accurate document management.
- Acting as a first point of contact for clients—handling enquiries sensitively, professionally and confidentially.
- Taking detailed telephone messages and providing updates where appropriate.
- Arranging client meetings, witnessing signatures and supporting client onboarding processes.
- Assisting with the preparation of Probate applications and gathering relevant financial and estate information.
- Preparing, formatting and amending legal documents including Wills, Trust documentation and Probate forms.
- Supporting Solicitors with drafting and preparing LPAs, registration forms and associated paperwork.
- Helping to draft engagement letters, attendance notes and straightforward legal documents under supervision.
- Managing key dates, limitations, deadlines and reminders accurately.
- Providing typing, audio typing and document production support where needed.
- Liaising with external parties such as banks, asset providers, pension companies, HMCTS and the Office of the Public Guardian.
- Ensuring confidentiality and compliance with GDPR and SRA requirements.
- Contributing positively to a collaborative, client focused team environment.
Candidate Attributes
- Previous experience working in a support role, preferably in a legal environment.
- Strong administrative and organisational skills with excellent attention to detail.
- Confident communicator with a warm, professional manner.
- Ability to multitask effectively and prioritise a busy workload.
- Good working knowledge of Microsoft Office and legal case management systems.
- Experience preparing Wills, LPAs or supporting Probate files.
- Experience with digital dictation systems.
- Interest in developing into a fee earning paralegal role over time.
Benefits
- A progressive, modern law practice with traditional values
- Excellent training and development opportunities
- A welcoming and supportive team culture
- The chance to be part of an established and trusted Buckingham practice
- 25 days paid holiday per year
- Private medical insurance
Apply now for the Private Client Secretary / Paralegal job role
Please send a copy of your CV and a covering letter, detailing how your skills and experience meet the requirements of the role to [email protected]
Location
Milton Keynes (Heald Solicitors)
Salary
Competitive salary
Working Hours
This is a Full Time role.
Join our Team Apply For This Role
Apply for the Private Client Secretary / Paralegal job role by sending your C.V. and covering letter along with any additional relevant information detailing how your skills and experience meet the requirements of the role.
We will look to assess your experiences as well as your strengths and will give you the best opportunity to showcase these.
Benefits at Heald Solicitors
Benefits at Heald Solicitors include a competitive salary, ample holiday, private healthcare, death in service and a generous bonus scheme. At Heald Solicitors, flexible working comes as standard. We are committed to equality, diversity and inclusion and value individuals for their skills, potential and what they can bring to the firm.
- Death in service
- Employee health insurance
- Discounted membership for family members
- 26 days holiday per year
- Discounted conveyancing and legal services eg wills and family trusts
- A pension scheme with employer contributions of 4%