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- Tasks: Advise clients on Wills, Trusts, and LPAs while drafting essential documents.
- Company: Join a leading provider of Will writing and estate planning services.
- Benefits: Enjoy a competitive salary, commission, and flexible working hours.
- Why this job: Make a real impact in clients' lives while developing your legal expertise.
- Qualifications: Recent law graduates or those with client-facing experience are welcome to apply.
- Other info: Opportunities for travel and attending client roadshows included.
The predicted salary is between 24000 - 36000 £ per year.
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:
- Recent Legal Graduates will be considered (Please note: training contracts are unable to be offered at this stage)
- Or 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 Advisor – Wills & Trusts (Entry-Level Opportunity) employer: Minerva Recruitment
Contact Detail:
Minerva Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Advisor – Wills & Trusts (Entry-Level Opportunity)
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in Wills and Trusts. Attend relevant seminars or workshops to meet potential colleagues and mentors who can provide insights into the role and possibly refer you.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Practice your client-facing skills by engaging in mock consultations with friends or family. This will help you refine your communication style and prepare you for the real client meetings you'll be conducting.
✨Tip Number 4
Be proactive in seeking out opportunities to volunteer or intern in legal settings that focus on estate planning. This hands-on experience can significantly enhance your understanding and make you a more attractive candidate.
We think you need these skills to ace Legal Advisor – Wills & Trusts (Entry-Level Opportunity)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any client-facing roles or legal internships. Emphasise skills that align with the job description, such as communication and organisational abilities.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Legal Consultant. Mention your interest in Wills and Trusts, and how your background makes you a suitable candidate. Use examples to demonstrate your interpersonal skills and ability to work independently.
Showcase Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and any experience with CRM systems. If you have knowledge of estate planning or financial services, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in the legal field.
How to prepare for a job interview at Minerva Recruitment
✨Know Your Wills and Trusts
Make sure you brush up on your knowledge of Wills, Trusts, and Lasting Powers of Attorney. Being able to discuss these topics confidently will show the interviewer that you're serious about the role and understand the key responsibilities.
✨Demonstrate Your Communication Skills
Since the role involves client meetings, it's crucial to showcase your strong interpersonal skills. Practice articulating your thoughts clearly and concisely, as well as listening actively to questions or concerns during the interview.
✨Highlight Relevant Experience
Even if you’re a recent graduate, think about any relevant experiences you have, such as internships or part-time jobs. If you have client-facing experience, be ready to share specific examples of how you managed those interactions effectively.
✨Prepare Questions for the Interviewer
Show your interest in the position by preparing thoughtful questions to ask the interviewer. This could include inquiries about the company culture, training opportunities, or the types of clients you would be working with.
