Job Description

• Full Time
• Permanent
• Posted 15 hours ago

TSR Legal
Up to circa 28,000 (DOE)
Private Client Legal Assistant
Bath
Department: Private Client - Wills, Probate & Estates
TSR Legal is seeking a dedicated and professional Private Client Legal Assistant to join a highly regarded legal team in Bath. This is an exciting opportunity to contribute to a respected Legal 500-recognised practice supporting individuals and families with sensitive and rewarding work in wills, probate, estate administration and related private client matters.
About the Role
You will support fee-earners in delivering high-quality legal services across a varied private client caseload. Your work will help clients navigate important and often emotional life events with clarity, compassion and professionalism.
Key Responsibilities:

• Support the preparation and drafting of Wills, Lasting Powers of Attorney and other private client documents.
• Assist with probate applications and the administration of estates for deceased clients, including preparing necessary forms and liaising with the Probate Registry.
• Collate and organise financial information and estate documentation, including assisting with inheritance tax matters.
• Manage aspects of client communications - by telephone, email and in person - with executors, beneficiaries and third parties.
• Maintain accurate and up-to-date case files using legal case management systems.
• Draft client correspondence, prepare client care letters and terms of business.
• Liaise professionally with external organisations (banks, HMRC, insurers, etc.) as part of estate administration.
• Stay up-to-date with relevant legislation, best practice and compliance standards.

About You
We're looking for an enthusiastic professional with:

• Previous experience in private client work, ideally including wills, probate, estate administration and/or lasting powers of attorney.
• Strong organisational skills, attention to detail and the ability to manage multiple files.
• Excellent written and verbal communication skills with a client-focused and empathetic approach.
• Confidence in dealing directly with clients and third parties in a sensitive and professional manner.
• Proficiency with Microsoft Office and case management systems.

Desirable: Legal qualification or study towards a relevant qualification (e.g., CILEx, law degree) is advantageous but not essential.
Why Apply?
This role offers the chance to develop your career in a supportive and collaborative environment where quality client service is central. You'll work alongside experienced professionals providing practical, tailored advice across all aspects of private client law.
If you are passionate about helping clients through sensitive legal matters and want to grow your expertise in private client law, contact Rachel Phillips, Associate Director in confidence on 02920 388100 /

Skills Required