Secretary - Tax and Estate Planning

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 duties

About 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 essential

Benefits

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.