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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 role with a focus on client care.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Other info: Dynamic environment with opportunities for career progression and further qualifications.
- Why this job: Make a real difference in clients' lives by helping them secure their future.
- Qualifications: Law degree and experience in client-facing roles required.
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)
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) 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)
✨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 client meetings! Brush up on your knowledge of Wills, Trusts, and Estate Planning so you can impress potential employers with your expertise. Show them you’re not just a law graduate, but someone who’s ready to hit the ground running.
✨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.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to keep track of your applications!
We think you need these skills to ace Private Client Consultant (Law Graduate Opportunity)
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 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 want to see that you can explain complex legal concepts simply and effectively!
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 shows you’re keen on joining our team 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 technical questions confidently but also show your genuine interest in the role.
✨Show Empathy
Since this is a client-facing role, practice how to convey empathy during your interview. Think about scenarios where clients might be feeling vulnerable or anxious, and prepare to discuss how you would handle those situations with care and professionalism.
✨Demonstrate Communication Skills
You’ll need to explain complex legal concepts clearly, so practice articulating your thoughts. Consider doing mock interviews with friends or family, focusing on how you can simplify legal jargon into layman's terms. This will showcase your ability to connect with clients effectively.
✨Be Organised and Proactive
Prepare a list of questions to ask your interviewers about the company culture and expectations. This shows that you’re proactive and genuinely interested in how you can contribute to their team. Plus, it gives you a chance to assess if the company is the right fit for you!