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For Companies At a Glance
- Tasks: Deliver expert Wills, Trusts, and Estate Planning services while mentoring junior staff.
- Company: Join a national will writing company known for its professionalism and client focus.
- Benefits: Enjoy a competitive salary, hybrid working options, and commission opportunities.
- Why this job: Make a real impact by providing tailored solutions and supporting business growth.
- Qualifications: Minimum 3 years' experience in estate planning or private client law required.
- Other info: This is a permanent, full-time role with a mix of remote and client-facing work.
The predicted salary is between 30000 - 40000 £ 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.
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.
Minimum 3 years’ experience in estate planning or private client law.
Senior Private Client Consultant employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Consultant
✨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 clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Showcase your expertise by engaging in discussions on platforms like LinkedIn. Share articles or insights related to Wills, Trusts, and Estate Planning. This not only highlights your knowledge but also positions you as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by familiarising yourself with common client scenarios and legal conflicts in estate planning. Being able to discuss these confidently will demonstrate your experience and problem-solving skills to potential employers.
✨Tip Number 4
Consider obtaining additional certifications or training related to estate planning, such as STEP or CILEX qualifications. This not only enhances your CV but also shows your commitment to professional development in this specialised area.
We think you need these skills to ace Senior Private Client Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in estate planning and private client law. Include specific examples of how you've delivered tailored solutions, handled complex scenarios, and mentored junior staff.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and your ability to maintain high standards of professionalism. Mention your experience with Wills, Trusts, and Estate Planning services, and express your enthusiasm for the role.
Highlight Relevant Qualifications: If you have qualifications such as STEP or CILEX, make sure to mention them prominently in your application. These credentials are crucial for demonstrating your expertise in the field.
Showcase Your Communication Skills: Since the role involves leading client meetings and resolving complaints, emphasise your strong communication skills. Provide examples of how you've effectively communicated with clients and resolved issues in the past.
How to prepare for a job interview at Click To Hired
✨Showcase Your Expertise
As a Senior Private Client Consultant, it's crucial to demonstrate your extensive knowledge in estate planning. Be prepared to discuss specific cases where you've successfully handled complex client scenarios and legal conflicts, showcasing your problem-solving skills.
✨Emphasise Mentorship Experience
Since mentoring junior staff is a key responsibility, share examples of how you've supported and trained less experienced colleagues. Highlight any initiatives you've led that contributed to their professional development.
✨Prepare for Client Interaction
Given the role involves leading client meetings, practice articulating your approach to client consultations. Be ready to discuss how you tailor your advice to meet individual client needs and maintain professionalism throughout.
✨Demonstrate Business Development Skills
The position requires supporting business development, so think about ways you've identified opportunities in previous roles. Prepare to discuss strategies you've implemented for lead generation and how they benefited your team or company.
