Customer Service jobs in Woking

About the role

The firm is seeking a capable and motivated Paralegal or Legal Executive to work in the Private Client department work part-time, 22.5 hours per week. The salary advertised is the full-time equivalent salary. The successful candidate will support solicitors in delivering a high‑quality service to clients across a range of matters, including wills, probate, estates administration, trusts, and lasting powers of attorney.

Key Responsibilities for Private Client

Probate & Estate Administration

• Support the administration of estates from initial instruction through to distribution.
• Prepare applications for Grants of Probate and Letters of Administration.
• Collect and value estate assets and liabilities.
• Assist with the preparation and submission of Inheritance Tax returns.
• Arrange asset realisation and distribution to beneficiaries.

Wills, Trusts & Powers of Attorney

• Take detailed instructions from clients (where appropriate).
• Draft basic Wills and codicils for review by supervising solicitor.
• Prepare and register Lasting Powers of Attorney.
• Updating the Will register.
• Managing Trust Registrations.
• Assist with trust administration, including preparing trust documentation and correspondence.

Client Care & Communication

• Handle telephone enquiries and respond to routine correspondence.
• Manage sensitive conversations with professionalism and empathy.

Compliance & Risk Management

• Conduct client due diligence and anti-money laundering checks in line with SRA requirements.
• Ensure files are maintained in accordance with SRA Accounts Rules and firm policies.
• Maintain accurate time recording and billing support.
• Assist with file reviews and audit preparation where required.

Financial Administration

• Prepare completion statements and bills.
• Request funds and process payments in accordance with accounts procedures.

About you

• Previous experience in a Private Client department preferred
• Strong understanding of wills, probate, and estate administration processes
• Excellent written and verbal communication skills.
• High level of accuracy, organisation, and attention to detail.
• Ability to handle sensitive matters with discretion and empathy.
• Confident in managing multiple tasks and working to deadlines.
• Competent with Microsoft Office and case management systems.
• Professional, proactive, and client‑focused approach.

About the firm

The firm, with offices in London and Guildford, offer a range of legal services. This is a fantastic opportunity to join a collaborative team with plenty of opportunity for progression working from either office.

Gordons Partnership is an employee-owned firm, meaning that all employees have a direct interest in ensuring that the firm continues to deliver excellent services to its clients. We are an inclusive workplace, and our goal is to ensure that our workforce is truly representative reflecting the wide range of experiences, perspectives and ideas that strengthen our firm.

We recognise that family and home life are essential factors to consider and we support our team with flexible working arrangements and remote work options to ensure that we help each individual achieve a healthy and sustainable work-life balance.

Please apply with a CV and covering letter to hr@gordonsols.co.uk.

Job Types: Part-time, Permanent

Pay: Up to £16,800.00 per year

Expected hours: 22.5 per week

Benefits:

• Additional leave
• Bereavement leave
• Casual dress
• Company events
• Company pension
• Cycle to work scheme
• Enhanced maternity leave
• Enhanced paternity leave
• Financial planning services
• Gym membership
• Health & wellbeing programme
• Life insurance
• Private dental insurance
• Private medical insurance
• Referral programme
• Sick pay

Work Location: In person