Eventus Recruitment Group are seeking a Wills & Probate Assistant for a successful and supportive law firm based in Birkenhead, Wirral. This is a full-time, permanent job offering hybrid working after initial training, free on-site parking, excellent employee benefits and the opportunity to build a long-term career within a well-established Private Client department.
This firm offers a standout benefits package: Annual leave including Christmas shutdown, Perk box, Medicash, an enhanced workplace pension (5% employee / 4% employer), free parking and hybrid working (50/50 split) after approximately one month of training.
Job Responsibilities
The incoming Wills & Probate Assistant will provide high-quality support to the Private Client team, assisting with Wills and Probate matters and ensuring clients receive exceptional service throughout their journey. This is an excellent job for anyone seeking to develop their experience within Wills & Probate, Private Client Administration, or Estate Administration.
The day-to-day job responsibilities include:
• Communicating with clients and third parties via telephone, email and post
• Assisting fee earners with progressing Wills and Estate Administration files
• Managing diaries, arranging appointments and supporting with day-to-day case progression
• Completing CREDAS ID checks
• Helping prepare bills and requesting client payments
• Scanning documentation, maintaining organised files and supporting general administrative processes
• Accurate data entry and time recording using the case management system
• Providing initial advice, signposting clients and offering quotes
• Managing the Will storage bank and handling Will trace enquiries
Full training and ongoing supervision will be provided. This job requires strong attention to detail, the ability to work independently and excellent communication skills.
The Wills & Probate Assistant job in Birkenhead has become available due to continued departmental growth and client demand.
Person Specification
The successful Wills & Probate Assistant will be an organised and client-focused individual with a proactive approach to work. You will ideally have previous experience within an office, customer service or administrative environment, and the ability to learn quickly in a legal setting.
You will also demonstrate:
• Ability to work independently and as part of a team
• Strong organisational and administrative skills
• Excellent communication skills and confident telephone manner
• Accuracy, attention to detail and good written communication
• Computer literacy with experience using Microsoft Office
• Knowledge of filing systems and data entry
• Enthusiasm, reliability and a flexible approach to work
Desirable but not essential:
• Previous experience in a Wills & Probate, Private Client or legal support job
• Experience using Proclaim or similar case management systems
• A reasonable understanding of Wills and Probate processes
• 2 or more A-Levels or equivalent qualification
Benefits and Rewards
The incoming Wills & Probate Assistant will join a welcoming and supportive office in Birkenhead, where strong teamwork and staff development are prioritised. You will benefit from:
• Annual leave and Christmas shutdown
• Hybrid working (50/50 split) after approx. 1 month of training
• Perkbox membership
• Medicash health cash plan
• Enhanced workplace pension (5% employee / 4% employer)
• Free on-site parking
• Supportive team culture and career development opportunities
• Professional working environment
About the Company
This well-established law firm is based in Birkenhead on the Wirral, with a strong reputation for delivering exceptional Private Client services across the region. The team is known for its friendly culture, long-standing client relationships and commitment to high-quality legal advice.
The Wills & Probate department continues to expand due to sustained client growth, making this an excellent time to join a thriving and supportive team. The firm offers modern offices, excellent staff benefits and a strong focus on client care and employee wellbeing.
Next Steps
Apply now if your skills and experience match this Wills & Probate Assistant job. Alternatively, if you would like to learn more about this career enhancing Wills & Probate Assistant job opportunity in Birkenhead, Wirral, please send your CV to Sonia Idris at the Eventus Recruitment Group via email at sonia.idris@eventuslegal.com or contact 07376 277 163 for a confidential discussion.
If this job isn’t quite right for you but you are seeking a new position, please contact me using the details above for a confidential career discussion.
Due to the high volume of applications, if you have not heard from us within ten days, unfortunately you have not been shortlisted on this occasion.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.