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Wealth Management Assistant

Wealth Management Team



Full time




Wealth Management


Teignmouth, Devon


19th August 2022


Tozers’ growing Wealth Management Team is looking for a Legal Assistant to support them in the management of their busy and varied workloads in Teignmouth. 


What you’ll be doing

Your standard responsibilities will include opening, closing and archiving client files, audio- and copy-typing, proof reading and updating dictated work, dealing with emailed or telephone client enquires, document production; dealing with requests to retrieve or store documents such as deeds in the strong room and assisting lawyers generally with administrative responsibilities. 


What we’re looking for

We pride ourselves on the high levels of client care that we give and anyone joining the Wealth Management Team will have our clients’ needs at the heart of everything they do.  You will be confident in communicating with our clients and, under our lawyers’ direction, will be comfortable ensuring that clients have the information they need if our lawyers are engaged elsewhere. 


What you’ll have

You will have previous experience of working as a Legal Secretary or you will have recently completed your university studies and will be looking to begin your career in law.  Experience within a Private Client or Probate Team would be welcome. 

You will be very well organised and will enjoy organising others.  You will have a ‘can-do’ attitude and will be happy to adapt to the requirements of the tasks facing you.  Ideally you will be able to demonstrate your problem-solving skills and how you have used these in your previous positions. 

An ability to work closely with team members and a willingness to work as part of a team with the aim of achieving a common goal would be beneficial. 

We are open to candidates from a variety of backgrounds.  You may be an experienced Wealth Management Legal Secretary looking for the next challenge or you may be at the start of your career looking to build a challenging and rewarding career.


What we have

We believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff, and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.

Our values; high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits below.

Our vision and values

Our commitment to colleague wellbeing


How to apply

To apply for this position click button below and complete the application form.

Apply here