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- Tasks: Provide expert advice on Wills, Trusts, and Estate Planning while mentoring junior staff.
- Company: Join a leading national will writing company focused on client care and professional development.
- Benefits: Enjoy a competitive salary, hybrid working options, and a referral bonus for bringing in new talent.
- Why this job: Make a real impact by helping clients with their estate planning needs in a supportive environment.
- Qualifications: Minimum 3 years in estate planning; STEP, CILEX qualified, or Law degree required.
- Other info: Full UK driving licence needed; car not required. Join us to grow your career!
The predicted salary is between 28000 - 32000 £ 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.
Please find a description of the role below.
Role: Senior Private Client ConsultantSalary: £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 [emailprotected]. 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: JR United Kingdom
Contact Detail:
JR United Kingdom 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. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that involves complex legal scenarios.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled complex client situations in the past. Being able to articulate your experience with real-life scenarios will showcase your problem-solving skills and client care abilities.
✨Tip Number 4
Research Service Care Solutions thoroughly. Understanding their values, mission, and recent projects will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
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 grasp the key responsibilities and qualifications required for the Private Client Advisor position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in estate planning or private client law. Emphasise your qualifications, such as STEP or CILEX, and include specific examples of your client care and communication skills.
Write a Strong Cover Letter: Your cover letter should reflect your passion for the role and the company. Discuss your experience in delivering tailored estate planning solutions and mentoring junior staff, while also demonstrating your understanding of the importance of professionalism and client care.
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 crucial in the legal field.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Expertise
As a Private Client Advisor, it's crucial to demonstrate your knowledge in estate planning, Wills, and Trusts. Be prepared to discuss specific cases or scenarios you've handled, showcasing your problem-solving skills and legal expertise.
✨Emphasise Client Care
Highlight your strong client care skills during the interview. Share examples of how you've built relationships with clients, resolved conflicts, and provided tailored advice. This will show that you understand the importance of empathy and professionalism in this role.
✨Prepare for Complex Scenarios
Expect questions about handling complex client situations and legal conflicts. Think of examples from your past experience where you successfully navigated such challenges, and be ready to explain your thought process and the outcomes.
✨Demonstrate Leadership Qualities
Since mentoring junior staff is part of the role, be prepared to discuss your leadership style. Share experiences where you've trained or guided others, and how you contributed to team development and business growth.
