Private Wealth & Succession Legal Secretary
CV-LibraryBradford, West YorkshirepermanentPosted: 24 August 2026
Apply NowLegal Secretary - Private Wealth & Succession
An exciting opportunity has arisen for an experienced Legal Secretary to join a friendly and supportive Private Wealth & Succession team.
The team advises individuals, families, trustees, business owners and executors across a varied range of matters, including wills, Lasting Powers of Attorney, trusts and estate administration. The work is interesting and varied, with a strong focus on providing clients with a professional, practical and reassuring service.
The Role
You will provide comprehensive secretarial and administrative support to a team of lawyers, helping to manage a busy caseload.
Key responsibilities will include:
Preparing and managing legal documents and correspondence
Supporting monthly billing and credit management processes
Producing financial information when required
Maintaining accurate records using case management systems
Providing day-to-day support to lawyers and clients
Managing a busy workload while maintaining accuracy and attention to detail
About You
Previous legal secretarial experience is essential
Strong document management and administration skills
Experience using legal case management systems; P4W experience would be advantageous
Private Client experience is desirable, although experience within Family or a similar area of law will also be considered
Highly organised, proactive and able to prioritise effectively
Excellent communication and interpersonal skills
Professional, empathetic and confident when dealing with clients
Able to work accurately in a busy environment
This is a fantastic opportunity for an experienced Legal Secretary to join a well-established team and develop their career within an interesting area of law.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
An exciting opportunity has arisen for an experienced Legal Secretary to join a friendly and supportive Private Wealth & Succession team.
The team advises individuals, families, trustees, business owners and executors across a varied range of matters, including wills, Lasting Powers of Attorney, trusts and estate administration. The work is interesting and varied, with a strong focus on providing clients with a professional, practical and reassuring service.
The Role
You will provide comprehensive secretarial and administrative support to a team of lawyers, helping to manage a busy caseload.
Key responsibilities will include:
Preparing and managing legal documents and correspondence
Supporting monthly billing and credit management processes
Producing financial information when required
Maintaining accurate records using case management systems
Providing day-to-day support to lawyers and clients
Managing a busy workload while maintaining accuracy and attention to detail
About You
Previous legal secretarial experience is essential
Strong document management and administration skills
Experience using legal case management systems; P4W experience would be advantageous
Private Client experience is desirable, although experience within Family or a similar area of law will also be considered
Highly organised, proactive and able to prioritise effectively
Excellent communication and interpersonal skills
Professional, empathetic and confident when dealing with clients
Able to work accurately in a busy environment
This is a fantastic opportunity for an experienced Legal Secretary to join a well-established team and develop their career within an interesting area of law.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age