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- Tasks: Advise clients on Wills, Trusts, and LPAs through meetings and document drafting.
- Company: Join a specialist provider in Will writing and estate planning services.
- Benefits: Enjoy a competitive salary, commission, and flexible working hours.
- Why this job: Make a real impact by helping clients secure their legacies in a supportive environment.
- Qualifications: 2 years of client-facing experience and strong communication skills required.
- Other info: Opportunity for travel around London and participation in client roadshows.
A specialist provider of Will writing and estate planning services is seeking a Legal Consultant to advise clients on Wills, Trusts, and Lasting Powers of Attorney (LPAs). The role involves conducting client meetings, drafting documents, and providing expert guidance on estate planning.
Key Responsibilities:
- Conduct face-to-face and virtual client meetings to provide Will-writing advice
- Draft Wills, Trusts, and LPAs using internal systems
- Follow up with clients to gather necessary information and finalise documents
- Manage and update CRM records
- Support clients with LPA submissions and ensure compliance with legal requirements
- Attend client roadshows and regional meetings, with occasional overnight stays
- Maintain diary management and coordinate travel arrangements
Candidate Requirements:
- At least 2 years of client-facing experience (F2F and via Teams/Zoom)
- Clean driving licence (own car not required)
- Strong interpersonal, organisational, and communication skills
- Proficient in Microsoft Office and email management
- Ability to work independently and manage time effectively
- Willingness to travel in and around London, including regional trips
Desirable:
- Experience in financial services (e.g. mortgages, life insurance)
- Knowledge of Will writing or estate planning (not essential)
- STEP or CILEX qualification (or currently studying)
Legal Consultant employer: Minerva Recruitment
Contact Detail:
Minerva Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Consultant
✨Tip Number 1
Network with professionals in the estate planning and legal sectors. Attend relevant events or webinars to meet potential colleagues and clients, which can help you gain insights into the industry and make valuable connections.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in Wills, Trusts, and LPAs. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare for client meetings by practising your communication skills. Role-play scenarios with friends or colleagues to enhance your ability to explain complex legal concepts in a clear and approachable manner.
✨Tip Number 4
Showcase your organisational skills by creating a mock diary management system. This will help you illustrate your time management abilities and readiness to handle multiple client appointments effectively.
We think you need these skills to ace Legal Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any client-facing roles. Emphasise your skills in communication and organisation, as these are crucial for a Legal Consultant.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the role and how your background aligns with the responsibilities of advising clients on Wills, Trusts, and LPAs. Use specific examples to demonstrate your expertise.
Showcase Relevant Experience: If you have experience in financial services or estate planning, make sure to highlight this in your application. Even if it's not essential, it can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is vital in the legal field.
How to prepare for a job interview at Minerva Recruitment
✨Showcase Your Client-Facing Experience
Make sure to highlight your previous client-facing roles during the interview. Discuss specific examples where you successfully managed client relationships, as this is crucial for a Legal Consultant position.
✨Demonstrate Your Knowledge of Wills and Trusts
Even if you don't have extensive experience in estate planning, it's important to show that you understand the basics of Wills, Trusts, and LPAs. Brush up on key concepts and be prepared to discuss them.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client concerns. Think about how you would approach common issues clients might face regarding estate planning.
✨Exhibit Strong Communication Skills
Since the role involves advising clients, effective communication is key. Practice articulating your thoughts clearly and confidently, both in person and virtually, as this will be essential in client meetings.
