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Legal PA - Tax & Wealth Planning

Legal PA - Tax & Wealth Planning

  • Location


  • Sector:

    Legal PA & Secretarial

  • Job type:


  • Salary:

    £40000 - £42000 per annum

  • Contact:

    Lee Laming

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:


Legal PA (with Paralegal duties) - Tax & Wealth Planning educated to at least degree level and ideally with an LPC or CILEx qualification


  • Extensive diary management including setting up meetings, liaising with clients and client advisors, booking flights, arranging visas / currency for fee earners and preparing their travel itineraries.
  • Coordinating client file matter opening, closing and archiving/recalling documents.
  • Drafting retainer letters.
  • Managing "pending" matters.
  • Diarising chasers and corresponding with clients to return documents or proceed matters
  • Raising monthly invoices, liaising with accounts and chasing unpaid invoices and signed retainer letters.
  • Collecting and filing client ID for compliance purposes.
  • Administration of probate matters in accordance with Tax Group probate policy and maintenance of probate spreadsheets.
  • Drafting and witnessing the execution of wills and related documents using the automated system.
  • Drafting LPAs, cohabitation agreements, nominee agreements and other tax documents.
  • Audio and copy typing correspondence to clients and third parties.
  • Updating contact information on InterAction/Outlook.
  • Proof reading documents.
  • Booking international travel arrangements for conferences, meetings, seminars and dealing with expenses and petty cash claims.
  • Provide general assistance to the group Tax & Wealth Planning Professional Support Lawyer(PSL) to organise department training and on updating and drafting group procedures.
  • Assist with arranging and preparing for internal training to include dealing with room bookings and event coordination.
  • Arranging, co-ordinating and attending conference calls.
  • Producing Excel and Power Point documents as required.
  • Note taking in meetings and producing attendance notes.
  • Attending regular internal "update" Tax meetings on specific matters and maintaining "action points" lists.
  • Attending external know-how seminars and provide feedback.
  • Dealing with daily post and scanning correspondence to the DMS.
  • Dealing with accounts requests (cheques, BACS, etc.).
  • Recording referrals.
  • Reviewing and updating brochures.
  • Coordinating with other PAs in the tax and wider Private Department.
  • Ad-hoc duties where required, including but not limited to; arranging team social events and BD events for fee-earners.

Skills/ Attributes

  • Educated to at least degree level.
  • Ideally LPC or CILEx qualified.
  • Previous Paralegal or administrative experience working within a law firm/professional services environment.
  • Detail oriented with an ability to type quickly and accurately.
  • Strong organisational and planning skills with a flexible, positive 'can-do' approach to work.
  • Ability to effectively manage own workload and prioritise workload effectively.
  • Ability to communicate effectively with people at all levels.
  • Excellent telephone manner.
  • Ability to work independently and as part of a team.
  • Personable and confident, able to build relationships with partners and clients.
  • Resilient and calm under pressure.
  • Pro-active and takes initiative.
  • Strong client service orientation and proactive problem-solving skills.
  • Proficient with Word, Excel and other Microsoft Office applications.