Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide 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 competitive salary and commission opportunities.
- Why this job: Make a real impact by helping clients navigate complex legal scenarios in a supportive environment.
- Qualifications: Minimum 3 years in estate planning; STEP, CILEX qualified, or Law degree required.
- Other info: Earn a £250 referral bonus for recommending suitable candidates!
The predicted salary is between 28000 - 36000 £ per year.
Service Care Solutions are working alongside a national will writing company who are 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
Location: East Grinstead
Salary: £35,000-£40,000 per year (+commission)
Working: Full-time, Hybrid (requirement for client visits)
Contract: Permanent
Key Responsibilities:
- Deliver tailored estate planning solutions, including Wills, LPAs, and Trusts (inc. Sharia, ROI, Scottish, and Pilot).
- Confidently handle complex client scenarios and legal conflicts.
- Maintain high accuracy in drafting and documentation.
- Lead client meetings, both virtually and face-to-face.
- 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.
Requirements:
- Minimum 3 years’ experience in estate planning or private client law.
- STEP, CILEX qualified, or Law degree (accredited institution).
- Strong client care, communication, and drafting skills.
- Confident, empathetic, and professional.
- Strong organisational and analytical skills.
- 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. Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed. If you have any questions or queries, please don’t hesitate to ask.
Private Client Advisor employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor
✨Tip Number 1
Network with professionals in the estate planning and private client law sectors. Attend relevant seminars, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning, particularly those relevant to 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 to discuss specific examples from your past experience where you successfully handled complex client scenarios or resolved conflicts. Highlighting these situations will showcase your problem-solving skills and ability to maintain professionalism under pressure.
✨Tip Number 4
Research the company’s values and mission statement. Tailor your conversations during interviews to reflect how your personal values align with theirs, especially regarding client care and mentorship, which are key aspects of the role.
We think you need these skills to ace Private Client Advisor
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and qualifications required for the Senior Private Client Consultant position. Tailor your application to highlight your relevant experience in estate planning and client care.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience in private client law, including specific examples of your work with Wills, Trusts, and Estate Planning. Highlight any mentoring or training roles you've undertaken, as well as your qualifications like STEP or CILEX.
Write a Strong Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Discuss how your skills align with the responsibilities listed, particularly your ability to handle complex client scenarios and your commitment to high standards of professionalism.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that all information is accurate and that your documents reflect your best professional self.
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 to manage the responsibilities of the role.
✨Demonstrate Client Care Skills
Since the role requires strong client care, think of examples where you've gone above and beyond for clients. Share stories that illustrate your empathetic approach and how you resolved any client complaints effectively.
✨Prepare for Technical Questions
Expect questions related to Wills, Trusts, and Estate Planning. Brush up on the different types of trusts and legal frameworks, including Sharia and Scottish law, so you can confidently answer any technical queries during the interview.
✨Mentorship and Teamwork
As mentoring junior staff is part of the job, be ready to discuss your leadership style. Think about how you've supported colleagues in the past and be prepared to share your thoughts on fostering a collaborative team environment.
