Legal Secretary - Private Wealth & Inheritance

Legal Secretary - Private Wealth & Inheritance

Location: Farnborough | Department: Private Wealth & Inheritance

About Herrington Carmichael

Herrington Carmichael LLP isn't your average law firm. We're an award‑winning, Legal 500 ranked team known for our commitment to growth, fostering strong relationships, and our ambitious approach to providing full-service legal guidance for businesses, families, and individuals. We value collaboration and strive for excellence in everything we do.

The Opportunity

This is an exciting opportunity to join our busy and growing Private Wealth & Inheritance team. You’ll play a key role in supporting a department of 14 fee earners, ensuring the smooth running of day‑to‑day operations and helping us deliver a professional, efficient, and friendly service to our clients. We're looking for someone organised, proactive, and confident in managing competing priorities within a dynamic environment.

Key Responsibilities

• Acting as the first point of contact for new client enquiries, gathering relevant information and ensuring matters are referred appropriately
• Managing diaries, arranging appointments and meetings, and monitoring key deadlines
• Handling full file administration including opening, maintaining, closing, archiving, and ensuring AML compliance
• Acting as a witness for Will signings and managing Will and LPA collections and storage
• Providing secretarial support including digital dictation, preparing precedent letters, and assisting multiple fee earners
• Ensuring adherence to firm and departmental processes, maintaining up‑to‑date knowledge, and supporting colleagues as needed
• Assisting with billing and accounts processes, preparing bills and statements, and liaising with fee earners, clients, and the accounts team
• Supporting business development activity by logging and analysing enquiries, tracking conversion rates, and monitoring sources of work
• Producing departmental reports for senior team members and Partners

What We’re Looking For

• Strong administrative skills with excellent attention to detail in a fast‑paced environment
• Highly organised with the ability to prioritise and manage work from multiple fee earners
• A proactive approach, showing initiative and an understanding of deadlines
• Confident IT skills and willingness to learn and use firm systems
• Good compliance awareness, particularly in relation to AML requirements
• Excellent client service skills with the ability to handle new enquiries professionally and efficiently
• Strong communication skills, both written and verbal, with the ability to build rapport and maintain professionalism
• Previous experience within Private Wealth & Inheritance is desirable, but experience in other legal secretarial roles will also be considered
• Commercial awareness, understanding the importance of efficiency, quality, and compliance in delivering client services

The Perks

• Competitive salary based on experience
• Comprehensive benefits package including pension, enhanced maternity and paternity pay, 25 days holiday plus Christmas closure, and Perkbox
• Opportunities for learning and development within a supportive and dynamic team

Ready to Make a Difference?

If you're passionate about providing exceptional support and want to be part of a winning team, we’d love to hear from you. Please apply via our website!

Herrington Carmichael is dedicated to fostering a workplace that celebrates diversity and promotes equal opportunities for all. We welcome applicants from all backgrounds and will provide reasonable adjustments throughout the recruitment process where needed.

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