Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert legal advice on Wills, Trusts, and Powers of Attorney to clients.
- Company: Dynamic firm focused on client care and professional development.
- Benefits: Competitive salary, career progression, and support for further qualifications.
- Other info: Collaborative culture with opportunities for promotion and skill development.
- Why this job: Make a real difference in clients' lives while growing your legal expertise.
- Qualifications: Degree in law and experience in client-facing roles required.
The predicted salary is between 35000 - 45000 £ per year.
The role of a Private Client Consultant encompasses offering advice to our clients, who elected Will writing services via their benefit platform, on a variety of legal matters, ensuring compliance with current laws and procedures.
Role aims
- Providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate.
- Tailoring your approach to the needs of each individual client, you will strive to help our clients navigate through the legal landscape with confidence and empathy.
Responsibilities
- Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws.
- Building and maintaining strong client relationships, offering a bespoke and empathetic service.
- Where appropriate, make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products.
- Communicating efficiently with other stakeholders, advisors and the wider team.
- Conducting new research and drawing from existing research and reports that have been produced in-house.
- Able to interpret and apply theoretical legal knowledge so that it applies to practical business solutions.
- Prioritising work so that deadlines and company SLAs can be met.
- Responsible for gathering and maintaining accurate and relevant information and legal records.
- Following up with clients after their initial meeting to obtain any outstanding information and answer any questions so that draft Wills and subsequent Final versions can be issued.
- Updating CRM.
- Drafting and revising Wills and LPAs within company SLAs.
- Producing technically accurate quality of work and drafting technically correct documents as per client needs.
- Answering client calls and emails within company SLAs.
- LPAs – preparing LPA forms, supporting with submitting & registering.
- Ensuring clients follow the guidelines and complete all paperwork correctly prior to submitting to OPG.
- Regular attendance at client roadshows.
- Help to promote the business to identify and generate new business opportunities.
- Regular regional client meetings. An overnight stay may be required.
- Diary management – review and maintain your diary weekly.
- Work closely with your TL and the Meetings team for cost-efficient travel and accommodation arrangements.
- Assist other areas of the business in peaks and quiet periods.
- Further development of knowledge and skills via additional external studies / qualifications may be required after a successful completion of your probation.
Person specification
- Highly presentable professional.
- Excellent verbal and written communication skills.
- Exceptional client care skills. Empathetic and personable.
- Works well under pressure on their own and as part of a team.
- Minimum of 2 years of client-facing experience (face-to-face and/or virtually).
- Able to convey complex information in a simple way, making sure that the presented outcome is precise.
- Strong sense of attention to detail, able to complete tasks promptly and accurately.
- Fast learner keen to develop skills and knowledge further.
- Flexible, can-do attitude. Copes well in fast-paced environments.
- Confident with managing emails/admin and using MS Office.
- Clean driving licence.
Essential skills and abilities
- Previous experience in Financial Services – Mortgages, Life insurance etc.
- A degree in law from an accredited university or college.
- Proven experience in Wills, Trusts, Probate and Estate Planning.
- Experience in handling diverse legal issues along with the latest knowledge of the industry.
- STEP or CILEX qualified (or working towards).
Career Prospects
You will be exposed to high-level work with a collaborative and encouraging culture. Aspire to further your skills and knowledge by completing STEP qualifications within the first 3 years with the business (supported and funded by the company). Employees with a consistent and successful track record, truly living and breathing company values, able to lead as an example in any situation, and able to support their wider team/colleagues are bound to get promoted to a higher position, for example, a Senior Consultant.
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the company and the overall business objectives of the organisation. This is a fantastic opportunity to progress in a growing company.
Private Client Consultant in Chichester employer: Brabner Fox
Contact Detail:
Brabner Fox Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Consultant in Chichester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up social media groups. The more people you know, the better your chances of landing that Private Client Consultant role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a quick, engaging summary of your experience and what you can bring to the table ready to go. This will help you stand out when chatting with potential employers.
✨Tip Number 3
Follow up after meetings! If you've had a chat with someone about a job or opportunity, drop them a quick email thanking them for their time and reiterating your interest. It shows you're keen and keeps you on their radar.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from our site. It shows you're genuinely interested in joining us and makes it easier for us to keep track of your application. Plus, you might just find some hidden gems in our job listings!
We think you need these skills to ace Private Client Consultant in Chichester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in Wills, Trusts, and Probate. We want to see how your skills align with the role of a Private Client Consultant, so don’t hold back on showcasing your expertise!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to demonstrate your excellent verbal and written communication skills. Use clear and concise language in your application to reflect how you can convey complex information simply.
Highlight Your Empathy: Empathy is key in this role, so share examples of how you've provided exceptional client care in the past. We’re looking for someone who can connect with clients on a personal level, so let that shine through in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Brabner Fox
✨Know Your Legal Stuff
Brush up on your knowledge of Wills, Trusts, and Lasting Powers of Attorney. Be ready to discuss how you would approach different client scenarios, showcasing your understanding of legal compliance and practical solutions.
✨Showcase Your Empathy
As a Private Client Consultant, empathy is key. Prepare examples of how you've built strong client relationships in the past. Highlight your ability to tailor advice to individual needs and demonstrate your commitment to client care.
✨Practice Clear Communication
You’ll need to convey complex information simply. Practise explaining legal concepts in layman's terms. This will not only help you in the interview but also show that you can communicate effectively with clients.
✨Be Ready for Role-Play
Expect some role-play scenarios during the interview. Prepare to demonstrate how you would handle client calls or meetings. This is your chance to shine by showing your client-facing skills and how you manage various situations.