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- Tasks: Deliver expert Wills, Trusts, and Estate Planning services while mentoring junior staff.
- Company: Join a national will writing company known for its client-focused approach.
- Benefits: Enjoy a hybrid work model with opportunities for professional development and a referral bonus.
- Why this job: Make a real impact by providing tailored estate planning solutions in a supportive environment.
- Qualifications: Minimum 3 years’ experience in estate planning or private client law required.
- Other info: Full UK driving licence needed; car not required.
The predicted salary is between 36000 - 60000 £ per year.
Service Care Solutions are working alongside a national will writing company looking to recruit a highly experienced and client-focused Senior Private Client Consultant to deliver expert Wills, Trusts, and Estate Planning services. You’ll provide bespoke advice, mentor junior staff, and support business development, all while upholding the highest standards of professionalism and care.
Role: Senior Private Client Consultant
Full-time, Hybrid (requirement for client visits)
Contract: Permanent
- Deliver tailored estate planning solutions, including Wills, LPAs, and Trusts
- Confidently handle complex client scenarios and legal conflicts
- Mentor junior team members and assist with training initiatives
- Support team leaders and management on projects and process improvements
- Resolve client complaints in partnership with the Complaints Manager
- Contribute to webinars, training sessions, and cross-department collaboration
- Identify business opportunities and support lead generation
Minimum 3 years’ experience in estate planning or private client law
Comfortable with MS Office and CRM systems
Full UK driving licence (car not required)
If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on 01772 208969 or email marc.
Service Care Solutions also offers a £250 referral bonus!
Advisor - Asset Management employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor - Asset Management
✨Tip Number 1
Network with professionals in the estate planning and private client law sectors. Attend relevant seminars or webinars to meet potential colleagues and clients, as well as to stay updated on industry trends.
✨Tip Number 2
Showcase your mentoring skills by volunteering to lead training sessions or workshops. This demonstrates your ability to support junior staff and highlights your leadership qualities, which are essential for this role.
✨Tip Number 3
Familiarise yourself with the latest tools and technologies in CRM systems and estate planning software. Being proficient in these areas can set you apart from other candidates and show your commitment to efficiency.
✨Tip Number 4
Prepare to discuss specific examples of how you've handled complex client scenarios in the past. This will demonstrate your problem-solving skills and ability to manage client relationships effectively during the interview.
We think you need these skills to ace Advisor - Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in estate planning and private client law. Emphasise any relevant qualifications, particularly those related to Wills, Trusts, and LPAs, as well as your mentoring experience.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing bespoke advice and your commitment to professionalism. Mention specific examples of how you've handled complex client scenarios or resolved complaints effectively.
Showcase Your Mentoring Skills: Since the role involves mentoring junior staff, include details about your previous mentoring or training experiences. Highlight any initiatives you’ve led that contributed to team development or process improvements.
Demonstrate Business Development Acumen: Discuss any past experiences where you identified business opportunities or supported lead generation. This will show your potential employer that you can contribute to their growth and success.
How to prepare for a job interview at Service Care Solutions
✨Showcase Your Expertise
Make sure to highlight your experience in estate planning and private client law. Be prepared to discuss specific cases where you've successfully handled complex scenarios, as this will demonstrate your capability and confidence in the role.
✨Prepare for Client Scenarios
Anticipate questions about how you would approach various client situations, including legal conflicts and complaints. Practising your responses will help you articulate your problem-solving skills and client-focused approach effectively.
✨Emphasise Mentorship Experience
Since mentoring junior staff is a key part of the role, be ready to share examples of how you've supported and trained others in your previous positions. This will show your leadership qualities and commitment to team development.
✨Demonstrate Business Acumen
Discuss any past experiences where you've identified business opportunities or contributed to lead generation. This will illustrate your proactive mindset and ability to support business development initiatives.
