Trainee Legal jobs

About Us

Redefining professional legal services. Leading the way in affordable expert advice. At Westminster Law we really do make sure that sound legal advice and affordability go hand in hand. We are a progressive and expanding legal firm based covering England and Wales. Our core areas of specialism are Wills, Trusts, Lasting Powers of Attorney, Probate, and other Estate Planning Services.

The Role

We're looking for a confident, personable and commercially minded Estate Planning Specialist to join our growing team.

This is a varied, client facing role where you'll play an important part in helping individuals and families make informed decisions about their future. You'll be the trusted point of contact for clients, guiding them through often complex and sensitive matters with professionalism, empathy and clarity.

You'll take ownership of your own diary and client appointments, conducting face-to-face meetings in clients' homes and providing tailored guidance on a range of estate planning solutions. From understanding individual circumstances and identifying appropriate solutions to preparing legal documentation, you'll manage the client journey from initial consultation through to completion.

This is an excellent opportunity for someone who enjoys building relationships, working autonomously and making a genuine difference to people's lives.

Your Responsibilities & Impact

As an Estate Planning Specialist, you'll deliver a professional, advice led service across a broad range of estate planning matters, including:

• Wills: Helping clients ensure their wishes are clearly documented and their estates are distributed as intended.
• Lasting Powers of Attorney: Advising on arrangements to protect clients' interests should they lose the capacity to make decisions for themselves.
• Will Trusts: Explaining and preparing trust arrangements to support effective estate planning and wealth protection.
• Lifetime Trusts: Helping clients understand how lifetime trusts may support their individual estate planning objectives.
• Probate & Estate Administration: Supporting clients and families through the administration of an estate following a bereavement.

You'll be responsible for building strong client relationships, understanding individual needs and delivering appropriate solutions that provide clarity, reassurance and peace of mind.

You'll also take responsibility for managing your appointments, maintaining accurate client records, preparing documentation and working towards agreed business objectives.

About You

We're looking for someone who is professional, personable and driven, with a genuine passion for delivering excellent client service.

You'll ideally be able to demonstrate:

• Exceptional verbal and written communication skills, with the ability to explain complex information in a clear and accessible way.
• A confident and engaging approach to building relationships and establishing trust with clients.
• A results driven mindset, with the motivation to achieve targets and contribute to business growth.
• Excellent attention to detail and a strong commitment to delivering a high standard of customer care.
• Outstanding organisational skills, with the ability to manage your own diary, workload and client caseload effectively.
• The ability to work independently, demonstrate initiative and contribute positively as part of a wider team.
• Good IT skills, with proficiency in Google Workspace (G-Suite) or Microsoft Office applications.
• A proactive approach to professional development and keeping up to date with estate planning practices and relevant legislation.
• A full, valid UK driving licence and access to reliable transport, with the flexibility to travel to client appointments.

Desirable Experience & Qualifications

The following would be advantageous, although we're interested in hearing from candidates with transferable skills:

• Previous experience in will-writing, estate planning, private client services, financial advisory or a related field.
• Relevant professional qualifications, including STEP, IPW or membership of the Society of Will Writers.
• Familiarity with legal practice management systems or client relationship management (CRM) software.

What We Offer

• £49,500 OTE (basic salary + commission + car allowance)
• Comprehensive training and certification provided
• Society of Will Writers accreditation and professional indemnity insurance cover
• Mileage allowance, pension and holiday allowance
• Flexible remote working with travel to clients
• This position is a 12 month fixed term contract with the option for longer term progression.

Career Progression

Clear path for long-term career growth, including the potential to be invited to join Westminster Law as a Franchisee and Partner, taking a leadership role in the business as your career progresses.

Join a growing firm where your skills and passion can truly make a difference. If you’re motivated, client-focused, and ready to step into a legal career - we’d love to hear from you.

Job Types: Full-time, Temporary, Fixed term contract

Pay: £29,500.00-£49,500.00 per year

Benefits:

• Company pension
• Work from home

Work Location: On the road