Private Client Consultant (Wills, Trusts, Probate & LPAs)

Private Client Consultant (Wills, Trusts & LPAs)

£28,000 - £30,000 | Hybrid Working | Funded STEP Qualification | Career Progression

Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice?

We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. 

As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future.

You will be responsible for:

Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning
Drafting, reviewing and amending Wills and LPAs
Assisting clients with inheritance tax and wealth preservation considerations
Preparing and submitting LPAs to the Office of the Public Guardian (OPG)
Building strong, long-term client relationships
Maintaining accurate records using CRM systems
Liaising with clients, colleagues and stakeholders throughout the process
Attending occasional client events, roadshows and regional meetings
Ensuring all work is completed accurately and within service level agreementsAbout YouTo be successful in this role, you will ideally have:

A Law degree or equivalent legal qualification
STEP or CILEX qualification (or interest in working towards)
Strong client-facing and relationship-building skills
Excellent drafting and communication abilities
High levels of attention to detail and organisation
Proficiency with Microsoft Office and CRM systems
A full UK driving licence and willingness to travel when requiredWhat's on Offer?
Salary of £28,000 - £30,000
Hybrid working
Funded STEP qualifications
Structured career progression to Senior Consultant level
Ongoing professional development and training
Exposure to complex and high-value private client work
Supportive and collaborative working environmentThis opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. 

Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation
Only candidates based in UK and eligible to work in UK are allowed