Trainee Legal Executive

Simpson Judge; Liverpool; On-site; GBP 22,000 - 30,000; Full time

Job summary

Simpson Judge based in Liverpool City Centre is seeking a proactive Private Client Paralegal/Trainee Legal Executive to join their team. This role involves supporting solicitors in managing Private Client matters including wills, trusts, and estate planning. The ideal candidate has relevant legal experience, strong communication skills, and a keen interest in progressing within Private Client law. The position offers hands-on training, development, and genuine promotion opportunities within a respected legal practice.

Qualifications

• Previous experience within a legal environment, ideally within Private Client law.
• Ability to manage competing priorities.
• Previous exposure to wills, probate, trusts or estate administration matters.

Responsibilities

• Assist with the day-to-day management of Private Client files.
• Conduct legal research and prepare relevant documentation.
• Liaise with clients, beneficiaries and third parties.
• Draft correspondence and legal documents.
• Maintain accurate records and ensure regulatory compliance.
• Support administrative tasks relating to estate administration.

Skills

Excellent communication and interpersonal skills

Strong organisational skills

Ability to work under pressure

Good IT skills including Microsoft Office

Education

Legal qualification or relevant Paralegal training

Tools

Case management systems

Job description

Private Client Paralegal / Trainee Legal Executive – Liverpool City Centre

An excellent opportunity has arisen for a proactive and organised Private Client Paralegal / Trainee Legal Executive to join an established and well-regarded law firm based in Liverpool City Centre.

This role would suit a motivated individual with a genuine interest in Private Client work, particularly trusts, probate, wills and estate planning. The successful candidate will join a supportive team environment with strong opportunities for training, development and long-term career progression.

The Role

The successful candidate will support solicitors within the Private Client department and assist with a varied caseload of matters including:

• Wills
• Trusts
• Lasting Powers of Attorney

Key responsibilities will include:

• Assisting with the day-to-day management of Private Client files
• Conducting legal research and preparing relevant documentation
• Liaising with clients, beneficiaries and third parties
• Drafting correspondence and legal documents
• Maintaining accurate records and ensuring regulatory compliance
• Supporting administrative tasks relating to estate administration

Requirements

To be considered for this role, candidates should have:

• Previous experience within a legal environment, ideally within Private Client law
• Excellent communication and interpersonal skills
• Strong organisational skills with excellent attention to detail
• The ability to work effectively both independently and within a team
• The ability to work well under pressure and manage competing priorities
• Good IT skills including Microsoft Office and case management systems
• Legal qualification or relevant Paralegal training
• Previous exposure to wills, probate, trusts or estate administration matters

The Ideal Candidate Will Be

• Proactive and eager to learn
• Client-focused with strong attention to detail
• Organised and dependable
• A strong team player with a positive attitude
• Keen to develop a long-term career within Private Client law

Why Apply?

This is a fantastic opportunity to join a respected and supportive legal practice offering quality work, hands-on experience and genuine opportunities for progression within a growing Private Client department.