Trainee Private Client Legal Executive - Wills & Trusts

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

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.