Legal Secretary - Private Wealth & Succession
Salary: Circa £30,000 (DOE) + Bonus
Location: Bradford (hybrid working)
Hours: Mon-Fri, flexible working hours available
Full-time, Permanent Position
Our client is seeking an experienced and highly organised Legal Secretary to join their Private Wealth & Succession Department. This role provides comprehensive secretarial and administrative support to lawyers within the team, ensuring a high standard of service is delivered to clients across matters such as Wills, Probate, Trusts, and Powers of Attorney. The successful candidate will be proactive, detail‑focused, and confident working within a busy private client environment, supporting fee earners while maintaining strong client relationships and upholding professional standards.
The Key Responsibilities of the Legal Secretary:
Provide audio and copy typing support across a range of Private Client matters including Wills, Trusts, Probate, and Powers of Attorney
Prepare general correspondence using Microsoft Word, Outlook, Excel, and other software
Maintain accurate and efficient document management using the firm's electronic document management system
Assist with the preparation of IHT forms, LPA documentation, Wills, and online Probate applications
Produce billing documentation, financial reports, and support effective credit control
Provide full diary management for lawyers, assisting with overall file organisation
Handle basic client enquiries appropriately in the absence of lawyers (without providing legal advice)
Manage incoming correspondence and ensure urgent matters are escalated appropriately during lawyer absence
Help maintain effective, professional client relationships
Provide typing and administrative support to other teams and departments when required
Carry out routine administrative tasks such as photocopying, scanning, post handling, and filingThe Key Requirements of the Legal Secretary:
Essential Skills & Experience:
Proven experience as a Legal Secretary, ideally within a Private Client or similar practice area
Excellent IT skills, including digital dictation and Microsoft Office (Word, Excel, Outlook, PowerPoint)
Fast and accurate typing skills
Strong organisational skills with the ability to plan ahead and manage priorities
Confident working independently and using initiative
Excellent communication skills with empathy and sensitivity when dealing with clients
Ability to work accurately, methodically, and in line with established procedures
Comfortable working under pressure and meeting tight deadlines
Professional, confidential, and discreet approachPersonal Attributes:
Approachable and friendly with strong relationship‑building skills
Collaborative team player
Adaptable, flexible, and responsive to change
Ambitious mindset with a commitment to producing high‑quality work
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
