Trainee Legal Executive - Private Client (Wills) - Hybrid

Trainee Legal Executive – Private Client (Wills) – Hybrid to South West Offices (Bristol, Shepton Mallet, Bridgewater, Keynsham or Frome)

Hawk 3 Talent Solutions are recruiting on behalf of our client, a forward-thinking law firm that combines modern technology with traditional customer service.

A Firm That Invests in Your Future

This is an exciting opportunity to build a long-term career in private client law at a firm that is committed to internal progression and professional development. With a dedicated Learning & Development Manager, structured training programs, and clear career pathways, you will be fully supported in working towards your CILEx qualification and progressing into a senior role.

The workload in their Wills team is set to increase, making this the perfect time to join. If you’re looking for a hands-on role where you can learn from experienced legal professionals while making a meaningful impact, we want to hear from you.

Why Join?

• Work-life balance – hybrid working

• Supportive team structure – a business development team to assist with client growth.

• Technology-driven approach – advanced case management systems streamline processes.

• Client-first culture – ensuring both efficiency and a personal touch.

The Role

As a Trainee Legal Executive, you will work closely with the Wills Team Manager and senior legal professionals, gaining hands-on experience in will drafting, estate planning, and probate work. This role is ideal for someone who is eager to develop their expertise in private client law and take on increasing responsibility as they progress.

Key Responsibilities:

• Drafting and reviewing wills, powers of attorney, and basic estate planning documents.
• Assisting with probate applications and the administration of estates.
• Conducting legal research on inheritance laws, tax implications, and trusts.
• Supporting the team in identifying the best legal solutions for clients.

Client Interaction & Case Management

• Assisting in client meetings, taking instructions, and explaining key legal concepts.

• Preparing client correspondence and documentation, ensuring accuracy and compliance.

• Providing updates to clients, answering basic queries, and offering a high level of service.

• Maintaining detailed case records and ensuring all documents are properly filed.

Training & Professional Growth

• Attending internal and external training programs to expand your legal knowledge.

• Working towards CILEx qualification, with full support from the firm.

• Participating in mentoring sessions with experienced solicitors and legal executives.

• Gaining exposure to a broad range of private client matters, preparing for future career progression.

Compliance & Risk Management

• Ensuring all work aligns with legal and regulatory requirements.

• Handling sensitive client information with discretion and professionalism.

• Adhering to deadlines and statutory requirements, particularly in probate and estate administration.

What You’ll Need:

• Legal background – LLB, CILEx pathway, or relevant legal experience.
• Attention to detail – Accuracy in drafting wills and managing case files.
• Communication skills – Ability to explain legal concepts clearly to clients.
• Organisational skills – Ability to manage multiple tasks and deadlines.
• Ambition to progress – A strong desire to develop within private client law.
• Experience within private client law or will writing for an external provider.

What’s in It for You?

• 25 days holiday plus bank holidays, your birthday off and an additional company holiday.
• Flexible working arrangements.
• Health & well-being benefits, including mental health services and free eye tests.
• Family-friendly policies and a positive, people-first culture.
• Competitive depending on experience. Non fee-earning role with a bonus structure being confirmed.

This is more than just a job—it’s a long-term career opportunity in a firm that is growing and investing in its people..

Apply now and take the next step towards becoming a qualified Legal Executive.