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 agreements

About 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 required

What''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 environment

This 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.

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