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Tate

Secretary - Tax and Estate Planning

Tate Winchester
28,000 to 33,000
32 - 40 hour


Show Recently closed jobs

    Tate

    Secretary - Tax and Estate Planning

    Tate Winchester
    28,000 to 33,000
    32 - 40 hour
    Status Open
    Apply now

    Apply on the employer's website


    What we ask

    Education

    No minimum education required

    What we offer

    Salary
    £28,000 to £33,000
    Hours
    32 to 40 hours per week
    Employment type
    contract

    Job description

    Legal Secretary - (12‑Month Contract)

    Winchester | Office‑Based
    Up to £33,000 per annum (depending on experience)
    Hours: Monday-Friday, 9:00am-5:00pm to start end June/early July

    Our client is an established, award‑winning professional services firm known for its responsiveness, reliability, and integrity. They are seeking an experienced and highly organised Secretary to join their Tax & Estate Planning team on a 12‑month contract. This is an excellent opportunity for someone who takes pride in delivering high‑quality administrative and secretarial support within a professional environment.

    Key Responsibilities

    Audio typing and document production from dictation
    Preparing a range of legal and administrative documentation
    Handling internal and external telephone enquiries
    Acting as the first point of contact for the team
    Liaising professionally with clients
    Ensuring file compliance and maintaining accurate records
    Managing diaries and arranging appointments
    Filing and general administrative dutiesAbout You

    Strong written and verbal communication skills
    Previous experience in a similar secretarial role
    Highly organised, efficient, and able to prioritise effectively
    Accurate typing and data‑entry skills
    A proactive team player with a flexible approach
    Strong IT skills, particularly Microsoft Word, Excel, and Outlook
    Experience within Tax & Estate Planning is advantageous but not essentialBenefits

    The company offers a comprehensive benefits package, including:

    26 days' holiday (increasing annually to a maximum of 30 days) plus bank holidays
    Pension scheme membership
    Private medical insurance*
    Group income protection*
    Life assurance
    Personal accident cover
    Discounted legal fees
    Shopping Gateway for online discounts
    Annual Wellbeing Week
    Annual flu vaccinations
    Eyecare vouchers
    Year‑round access to professional financial advice*Subject to eligibility.

    If you have the relevant experience and are looking for a rewarding role within a supportive and reputable firm, please don't hesitate to APPLY.

    Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

    Tate is acting as an Employment Business in relation to this vacancy.

    Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application
    Salary description

    £28000.00 - £33000.00 per year

    Apply now

    Apply on the employer's website

    Apply now

    Apply on the employer's website


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