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Private Client Chartered Legal Executive – Wills Supervision

The Legists · Bristol

Senior 30,001 - 45,000 GBP/year 🇬🇧 English
Estate planning Tax planning

Job description

About the role

We are seeking a Private Client Chartered Legal Executive to supervise wills, trusts and lasting powers of attorney within our estate‑planning team. The role offers flexible working, no billable targets and the chance to contribute to high‑quality client service in an ethical legal business.

Key responsibilities

  • Work alongside experienced solicitors and technical professionals to ensure the quality and progression of client files.
  • Review and verify the legal and technical accuracy of wills, trusts and Lasting Powers of Attorney.
  • Provide feedback and recommend changes to meet clients' estate‑planning objectives.
  • Liaise with the estate‑planning team, offering technical support and answering queries.
  • Maintain compliance with regulatory standards and internal quality‑assurance processes.

Required profile

  • Qualified solicitor, CILEX, STEP member or equivalent experience.
  • Strong technical knowledge of estate planning and proven wills‑writing experience.
  • Experience with tax planning related to lifetime planning.
  • High level of accuracy, attention to detail and strong communication skills.
  • Ability to work collaboratively within a team and build positive relationships.

Required skills

  • Estate planning
  • Wills drafting
  • Trusts administration
  • Lasting Power of Attorney preparation
  • Tax planning for private clients

What we offer

  • Flexible hours – part‑time (22.5 h) or full‑time (37.5 h).
  • Remote or hybrid working options.
  • No billable or chargeable hour targets.
  • Salary starting from £33,000 up to £45,000 per year, plus excellent benefits.

Questions fréquentes

Le salaire proposé pour ce poste est de 30-45k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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The Legists

Bristol