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- Tasks: Provide expert advice on Wills, Trusts, and Estate Planning while building strong client relationships.
- Company: Join a growing team in a hybrid work environment with a focus on client care.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Other info: Dynamic role with opportunities for growth and learning in a supportive environment.
- Why this job: Make a real difference in clients' lives by helping them secure their future.
- Qualifications: Law degree required; experience in Wills and Estate Planning is a plus.
The predicted salary is between 30000 - 30000 £ per year.
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)
- 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
- 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 East Grinstead 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 East Grinstead
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field and let them know you're on the hunt for a Private Client Consultant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those client meetings! Brush up on your knowledge of Wills, Trusts, and Estate Planning so you can confidently discuss these topics. Show potential employers that you’re not just knowledgeable but also passionate about helping clients protect their assets.
✨Tip Number 3
Practice your communication skills! Since this role is all about building strong client relationships, make sure you can explain complex legal concepts in a clear and friendly way. Role-play with friends or family to get comfortable with your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged in their job search!
We think you need these skills to ace Private Client Consultant (Law Graduate Opportunity) in East Grinstead
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 empathy and technical excellence to our team!
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 appreciate a well-structured application that’s easy to read!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!
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
As a Private Client Consultant, empathy is key. Prepare to share examples from your past experiences where you've successfully built relationships with clients. Highlight how you’ve provided support during sensitive situations, as this will demonstrate your ability to connect with clients on a personal level.
✨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
Showcase your organisational skills by preparing a list of questions for the interviewer about the role and the company. This not only demonstrates your interest but also your proactive nature. Plus, it’s a great way to gather information that could help you in the role if you get hired!