Posted - 26 Feb 2024

Location - LONDON, UK





Term: Permanent

Working Hours: Full-time (5 Days / 35 Hours per week)

Department: Private Wealth / Family Office

Location: London


The firm

With over 300 years of legal experience, BDB Pitmans is a well-established top 60 firm with offices in London, Southampton, Reading and Cambridge. Across these locations, we are proud of our client focused approach which is at the heart of everything we do. Our mission statement, Building Better, shape what’s important to business, people and society and we are delighted to work alongside a diverse range of clients who are creating new ideas or learning for a better future.


Above all, our focus is on doing things right and doing them well. So we aim to build longstanding and mutually beneficial client relationships based on trust and genuine partnership.


What really sets us apart is our friendly, open and inclusive culture. People join and stay at BDB Pitmans as they get the benefits of challenging work in a supportive and professional atmosphere alongside a healthy work/life balance, reflected in our flexible working and target hours.



At BDB Pitmans, our commitment to equity, diversity, and inclusion sits at the heart of who we are as a firm as we are passionate about ensuring we create a work environment where everyone feels safe, respected, and fully supported to be themselves. Our ED&I work, though, goes beyond how we work with our colleagues. Our firm values – we act with respect, we work in partnership, and we find solutions – are deeply embedded in ED&I principles, and heavily inform how we approach client relationships, as well as external partnerships.


The team

Our Private Wealth team provide advice on UK and international tax and estate planning, trusts and trust administration, landed estates and immigration. They also work closely with colleagues in other departments to provide assistance to individuals and family offices with matters related to landed estates, residential property, corporate law, general real estate, employment, business affairs, philanthropy and family law.


The opportunity


This would be a great opportunity for someone who would like to start a career in private wealth or in family offices. This will give individuals exposure to working with our financial services and law teams when working with UHNWI and their families. 


  • General administrative tasks such as paper filing, electronic filing (profiling), scanning and archiving, amending documents, photocopying
  • Scanning and profiling incoming & outgoing post
  • Actioning London PW printing jobs
  • Archiving original documents
  • Receipting incoming payments
  • Binding of legal documents
  • Completing and updating the Wills register
  • Creating and binding Will packs
  • File management (file opening, scheduling)
  • Answering phones and taking messages/fielding calls wherever appropriate
  • Dealing with document returns from typing outsource provider, collation of enclosures and despatch
  • Use all available business support functions to get the job done
  • Entering client and contact data into Interaction
  • Arranging payments, including speaking to clients to confirm details
  • Using available technology for client/matter reporting purposes (eg Elite, Excel)
  • Carrying out any tasks requested of them by PAs in the support team and the department as a whole.
  • Be an integral part of the department, contributing to team projects and undertaking any other reasonable duties as requested


Who we are looking for

  • GCSE in English and Maths – Grade C or above – or equivalent
  • Legal work experience or similar previous experience is preferred
  • Knowledge/Experience • Intermediate Microsoft Office skills
  • Skills • Excellent attention to detail and accuracy
  • Reliable and adaptable team player with the ability to work well under pressure
  • Self-motivated and proactive with a ‘can do’ attitude
  • Able to work on own initiative
  • Able to prioritise and organise
  • Professional and confident telephone manner
  • Motivated to work in the private client or family office space
  • Good communication and interpersonal skills – comfortable dealing with staff at all levels


To apply, please email BDB Pitmans your CV

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