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

Private Client Consultant (Wills, Trusts and LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career ProgressionAre 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 PlanningDrafting, reviewing and amending Wills and LPAsAssisting clients with inheritance tax and wealth preservation considerationsPreparing and submitting LPAs to the Office of the Public Guardian (OPG)Building strong, long-term client relationshipsMaintaining accurate records using CRM systemsLiaising with clients, colleagues and stakeholders throughout the processAttending occasional client events, roadshows and regional meetingsEnsuring 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 qualificationSTEP or CILEX qualification (or interest in working towards)Strong client-facing and ..... full job details .....