Private Client Legal Executive

North Somerset

I am supporting a well‑established law firm that is looking to recruit a full‑time Private Client Legal Executive to join their Wills, Trusts and Estate Administration team. The successful candidate will work alongside two experienced Partners within a friendly, supportive department that encourages professional development and high‑quality client care.

Key responsibilities

Managing a varied caseload under supervision, including:

• Estate and trust administration
• Drafting Wills
• Preparing and advising on Lasting Powers of Attorney
• Court of Protection and attorneyship work
• Regular client contact, including face‑to‑face meetings
• Providing clear, tailored advice in line with each client’s needs
• Progressing matters efficiently and keeping clients updated on costs and timelines
• Using available administrative support to ensure smooth file progression
• Assisting with basic financial administration on files (with support from the cash office team)
• Supporting Partners with marketing and business development activities
• Maintaining compliant, well‑organised and up‑to‑date files
• Preparing correspondence and documents using Microsoft Office
• Ensuring confidentiality and security of all client information

Skills & experience required

• Recent experience managing your own matters within a Wills & Probate or Private Client team
• Strong communication and client‑care skills
• Ability to work proactively, use initiative, and support the wider team
• Strong organisational skills and the ability to manage your own workload
• Excellent attention to detail and accurate typing skills
• Confident using Microsoft Office
• Able to work independently as well as collaboratively
• Passionate about private client work with a strong work ethic
• Full, clean driving licence

For more information or to apply, please contact shannonhewes@chadwicknott.co.uk.