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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