Our Clients
We deliver expert advice with care and clarity, building trusted relationships that focus on achieving the best outcomes.
About the role
Our focus is on providing outstanding client service, through expert, clear advice and assistance with Lending matters, delivered in a professional and engaged way that leads to high levels of client satisfaction. We work together at all levels of our team to create a supportive and pro-active environment to achieve this.
This role gives you a chance to start your career in the field of law where you will primarily provide comprehensive file support to the team and within the micro team within which they work. These micro teams are specifically:
- Onboarding: taking new clients on; or
- Completions: arranging for funds to be paid out by Lender clients to the Borrowers; or
- Post Completion: ensuring all transactions are recorded with the relevant government body, and then tracking and presenting deeds to the Lender clients.
This will include but will not be limited to the main responsibilities given below. The Legal Assistant is expected to use a high degree of self-management and initiative.
Key tasks, duties and quality standards:
- Prepare (with direction) correspondence, documents and statements of account.
- Support and promote the efficient and constant use of the Lending Department, OnTrack platform.
- Assist with the opening, closing, storage and retrieval of client files.
- Ensuring team compliance with internal procedures and processes for files including audits of client ID and other matters.
- Provide support to clients in a professional and friendly manner in keeping with the firm’s standards for client care, this will include:
- updating clients or third parties as directed, and
- managing overflow incoming telephone enquiries
- Undertake any specific training when required to do so and overall to have a responsibility towards self-development.
- Ensure the confidentiality of all the firm’s and clients’ documentation and information.
- Typically (but not exclusively) at Client Onboarding level: Liaising with new clients and third parties to issue, assist with and conclude opening correspondence and questionnaires including AML/KYC requirements and facial recognition responses.
- Typically (but not exclusively) at Completion level: Liaising with fee earners to satisfy lender conditions to facilitate the release of funds; arranging the calculation of redemptions statements and distributing funds to Borrowers
- Typically (but not exclusively) at Completion and Post Completion level: Dealing with Land Registry, HMRC, and Companies House registration, and post completion formalities.
- To generally assist the fee earners and paralegals or undertake other duties as from time to time required.
Other
- Act in accordance with TWM Solicitors’ core values (TWM Cares) at all times.
This role will be based at our Guildford office, with travel to other office locations as required.
To be successful in this role, we are seeking the following:
- Equivalent of: 5 GCSEs grade A-C (minimum)
- Basic/intermediate advanced IT skills in relevant packages
- Good accuracy levels
- Attention to detail
- Good communication skills with clients both on the phone and personally and provision of customer care.
- Demonstrates a pro-active approach to work and clients
- A preparedness to take on other tasks as required by fee earner(s)
- Demonstrates ability and willingness to:
- work to occasional deadlines
- to cope under occasional pressure
- prioritise work-loads effectively
- work as part of a team
- Demonstrates a genuine interest in legal work and a positive attitude
- Has a good attendance record
- A retail or administrative background would be an advantage
Lending
We advise lenders and borrowers on real estate, development, and bridging finance. Team members enjoy fast-paced transactional work, regular client contact, and the chance to gain a strong commercial understanding of property finance.
Why Choose TWM
More than just a law firm
More than just a law firm, TWM is a community where your career can flourish. We prioritise professional development, collaboration, and a supportive environment that empowers our team to excel.
Our interview process typically consists of an initial screening, followed by one or more interviews with hiring managers and senior team members.
We recommend researching our firm, understanding our core values ‘TWM Cares about you’, and preparing examples of your experience that demonstrate key competencies.
Some roles may require assessments or case studies to evaluate technical and problem-solving abilities. You will be advised in advance if this is the case.
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