Legal Consultant – Wills, Trusts & LPAs
Legal Consultant – Wills, Trusts & LPAs

Legal Consultant – Wills, Trusts & LPAs

Crawley Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Conduct client meetings and draft wills while supporting clients through their legal journey.
  • Company: Join a growing team focused on Wills, LPAs, and Trusts for major multinational companies.
  • Benefits: Enjoy full training, monthly support, commission on sales, and clear career development opportunities.
  • Why this job: Make a meaningful difference in people's lives with a people-first approach and no sales pressure.
  • Qualifications: Minimum 2 years of client-facing experience and strong communication skills required.
  • Other info: Work independently with flexible hours and occasional travel across London.

The predicted salary is between 36000 - 60000 £ per year.

West Sussex & Surrounding Areas

Mon–Thurs 9am–6pm, Fri 9am–5pm

Are you a people-focused legal professional with a passion for private client work? We are hiring a Legal Consultant to join a growing team that supports individuals with Wills, Lasting Powers of Attorney (LPAs), and Trusts — all offered through employee benefit programmes at major multinational companies. This is a fantastic opportunity for someone looking to step into a client-facing role, with full training provided and the opportunity to make a meaningful difference in people's lives.

Key Responsibilities
  • Conduct 1:1 client meetings (online and in-person) to advise on will structure and related services
  • Draft and revise wills using internal software
  • Prepare and register LPAs
  • Support clients through the full journey: initial consult to final documents
  • Update case progress on CRM and manage follow-up admin
  • Attend regional client meetings and occasional roadshows
  • Promote additional services such as trusts, inheritance tax planning and document storage
  • Collaborate with internal teams to deliver a high-quality experience
What We're Looking For
  • Minimum 2 years of client-facing experience (face-to-face and virtual)
  • Confident communicator with excellent interpersonal skills
  • Strong organisational skills with the ability to manage a busy diary
  • Comfortable working independently from home and visiting client sites across London and occasionally beyond
  • Confident with MS Office and managing email/admin workload
  • Holds a clean UK driving licence (car not required)
  • A proactive, can-do attitude and ability to stay calm in fast-paced environments
What You’ll Get
  • Full training and onboarding from experienced legal professionals
  • Monthly support from HQ and regular team meetups
  • Commission on services sold
  • Clear career development opportunities in a growing company
  • The chance to work in a rewarding, people-first role that makes a difference

Apply now to start your next chapter in legal consultancy — no cold calling, no sales pressure, just meaningful conversations and quality client care.

Legal Consultant – Wills, Trusts & LPAs employer: Hire Tech UK

Join a dynamic team in West Sussex that prioritises employee well-being and professional growth, offering comprehensive training and ongoing support from experienced legal professionals. With a focus on meaningful client interactions and a people-first culture, this role as a Legal Consultant allows you to make a significant impact while enjoying clear career development opportunities and the flexibility of working both remotely and in-person.
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Contact Detail:

Hire Tech UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Legal Consultant – Wills, Trusts & LPAs

Tip Number 1

Familiarise yourself with the specific legal frameworks surrounding Wills, Trusts, and LPAs. Understanding the nuances of these areas will not only boost your confidence during interviews but also demonstrate your genuine interest in the role.

Tip Number 2

Network with professionals already working in the field of private client law. Attend local legal seminars or workshops to connect with potential colleagues and gain insights into the day-to-day responsibilities of a Legal Consultant.

Tip Number 3

Prepare to discuss your client-facing experience in detail. Think of specific examples where you've successfully managed client relationships, as this will be crucial in showcasing your interpersonal skills during the interview process.

Tip Number 4

Demonstrate your organisational skills by discussing how you manage your time and workload effectively. Be ready to share strategies you use to keep track of multiple clients and deadlines, as this is key for the role.

We think you need these skills to ace Legal Consultant – Wills, Trusts & LPAs

Client-Facing Experience
Excellent Interpersonal Skills
Strong Organisational Skills
Proficiency in MS Office
CRM Management
Drafting and Revising Legal Documents
Attention to Detail
Effective Communication Skills
Time Management
Ability to Work Independently
Proactive Attitude
Calmness Under Pressure
Knowledge of Wills, Trusts, and LPAs
Understanding of Inheritance Tax Planning

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your client-facing experience, particularly in legal consultancy or related fields. Emphasise your interpersonal skills and any relevant qualifications that align with the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client work. Mention specific experiences where you've made a difference in clients' lives and how you can contribute to the team.

Highlight Relevant Skills: In your application, focus on your organisational skills and ability to manage a busy diary. Provide examples of how you've successfully handled multiple tasks or projects simultaneously.

Show Enthusiasm for Training: Express your eagerness to learn and grow within the role. Mention your willingness to undergo training and how you see it as an opportunity to enhance your skills in legal consultancy.

How to prepare for a job interview at Hire Tech UK

Showcase Your People Skills

As a Legal Consultant, you'll be working closely with clients. Make sure to highlight your interpersonal skills during the interview. Share examples of how you've successfully communicated complex information to clients in the past.

Demonstrate Organisational Abilities

With a busy diary and multiple client meetings, strong organisational skills are essential. Discuss how you manage your time effectively and keep track of various cases, perhaps by mentioning any tools or methods you use.

Prepare for Client Scenarios

Expect to be asked about how you would handle specific client situations. Prepare by thinking through common scenarios related to wills, LPAs, and trusts, and how you would guide clients through these processes.

Express Your Passion for Client Care

This role is all about making a difference in people's lives. Be ready to talk about why you are passionate about private client work and how you can contribute to a people-first approach in the company.

Legal Consultant – Wills, Trusts & LPAs
Hire Tech UK
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