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- Tasks: Provide expert advice on Wills, Trusts, and Estate Planning while building strong client relationships.
- Company: Join a growing firm that values empathy and technical excellence in client advisory roles.
- Benefits: Enjoy a competitive salary, hybrid working, and opportunities for professional development.
- Other info: Dynamic role with opportunities for growth and continuous learning.
- Why this job: Make a real difference by helping clients secure their future and protect their assets.
- Qualifications: Law degree required; experience in Wills and Estate Planning is a plus.
The predicted salary is between 30000 - 30000 £ per year.
Private Client Consultant - Wills & Estate Planning
£30,000 Per Annum
Full-Time | Perm
Hybrid home working combined with regular client meetings and visits to Head Office (East Grinstead)
About the Role:
Our client is recruiting 2 experienced Private Client Consultants to join their growing team, supporting clients who have chosen Will-writing services through their employee benefits platform. This is a client-facing advisory role where empathy, technical excellence and confidence are key. You will provide trusted, compliant advice across Wills, Trusts, Lasting Powers of Attorney and Probate, helping clients protect their assets and plan for the future with clarity and reassurance.
Key Details:
- Working pattern: Hybrid home working combined with regular client meetings and visits to Head Office (East Grinstead)
- Hours: 39 hours per week
- Mon-Thu: 9:00am-6:00pm
- Fri: 9:00am-5:00pm
- Travel: Regional client meetings and roadshows (occasional overnight stays required)
What You'll Be Doing:
- Provide expert advice on Wills, Trusts, LPAs and Probate, ensuring full legal and regulatory compliance
- Draft, amend and finalise Wills and LPAs within company SLAs, delivering technically accurate, high-quality documentation
- Advise clients on trust structures, inheritance tax mitigation, wealth preservation, and estate planning strategies
- Build strong, long-term client relationships through a bespoke, empathetic and professional service
- Conduct follow-ups after client meetings, gather outstanding information, answer queries and update CRM records
- Manage client calls and emails efficiently within agreed SLAs
- Prepare and submit LPA documentation, supporting clients through OPG registration requirements
- Identify and refer clients for additional services where appropriate (Trusts, Life Insurance, LPAs and related products)
- Attend client roadshows and regional meetings to support business growth and brand promotion
- Communicate effectively with internal stakeholders, advisors and the wider team
- Manage your diary proactively, coordinating travel and accommodation with team leads and the meetings team
- Assist other areas of the business during peak or quieter periods
- Continuously develop your legal knowledge, including undertaking further funded qualifications where required
Requirements:
- Law degree from an accredited institution
- STEP or CILEX qualified (or actively working towards)
- Proven experience in Wills, Trusts, Probate and Estate Planning
- Previous Financial Services experience (e.g. mortgages, life insurance, wealth or employee benefits)
- Minimum 2 years client-facing experience (face-to-face and/or virtual)
- Strong working knowledge of MS Office and CRM systems
- A clean driving licence and ability to travel regionally
- Good transport links to London and East Grinstead (HQ)
- Highly professional and presentable
- Excellent written and verbal communication skills
- Exceptionally strong client care skills - empathetic, personable and confident
- Able to explain complex legal concepts clearly and concisely
- Highly organised with strong attention to detail
- Comfortable working independently and as part of a team
- Adaptable, proactive and resilient in a fast-paced environment
- Keen to learn and progress professionally
To Apply:
For further information and to apply, please click the Apply button. We look forward to speaking with you.
Private Client Consultant (Law Graduate Opportunity) in Crawley employer: AD Recruit Limited
Contact Detail:
AD Recruit Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Consultant (Law Graduate Opportunity) in Crawley
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Private Client Consultant role.
✨Tip Number 2
Prepare for those interviews by practising common questions related to Wills, Trusts, and Estate Planning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your empathy and client care skills during interviews. Share real-life examples of how you've helped clients in the past, as this will demonstrate your ability to build strong relationships, which is key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Private Client Consultant (Law Graduate Opportunity) in Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Consultant role. Highlight your experience with Wills, Trusts, and Estate Planning, and don’t forget to showcase your client-facing skills. We want to see how you can bring your legal knowledge to the table!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional. We’re looking for someone who can explain complex concepts simply!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re keen on joining our team at StudySmarter. We can’t wait to hear from you!
How to prepare for a job interview at AD Recruit Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Trusts, and Estate Planning. Familiarise yourself with the latest regulations and best practices in the field. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Show Empathy
Since this role is client-facing, it's crucial to demonstrate your ability to connect with clients on a personal level. Prepare examples of how you've successfully built relationships in previous roles, and be ready to discuss how you would approach sensitive topics with empathy and professionalism.
✨Practice Your Communication Skills
You’ll need to explain complex legal concepts clearly and concisely. Practise articulating these ideas in simple terms, perhaps with a friend or family member. This will help you feel more comfortable during the interview and ensure you can communicate effectively with clients.
✨Be Organised and Proactive
Demonstrate your organisational skills by discussing how you manage your time and workload. Share specific examples of how you've handled multiple tasks or client meetings efficiently. This will show that you can thrive in a fast-paced environment and are ready to take on the responsibilities of the role.