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Legal Secretary - Private Client

Job details
Posting date: 05 May 2026
Hours: Full time
Closing date: 12 May 2026
Location: Bradford, West Yorkshire, BD1 4EJ
Remote working: Hybrid - work remotely up to 2 days per week
Company: Search Consultancy LTD
Job type: Permanent
Job reference: Req/681513_1777984488

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Summary

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 filing

The 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 approach

Personal 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.

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