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For Companies At a Glance
- Tasks: Advise clients on Wills, Trusts, and Lasting Powers of Attorney in a supportive environment.
- Company: Growing estate planning and financial services organisation with a people-first culture.
- Benefits: Competitive salary, funded STEP qualifications, hybrid working, and clear career progression.
- Other info: Enjoy autonomy, flexibility, and ongoing training in a collaborative team.
- Why this job: Focus on quality advice without sales pressure and build long-term client relationships.
- Qualifications: Law graduate or Private Client professional with 2+ years’ experience in relevant fields.
Hybrid | Advisory-focused | No fee targets
Are you working in Private Client and enjoying the advisory side, but feeling weighed down by billing targets, time recording, or law firm politics? We’re recruiting a Private Client Consultant to join a growing estate planning and financial services organisation. This role focuses on advising pre-qualified clients who have already accessed Will-writing services through an employee benefits platform — meaning no cold sales and no business development pressure.
Why this role stands out
- Clients are already engaged — no chasing work
- Focus on quality advice and drafting, not billable hours
- Funded STEP qualifications and structured progression
- Hybrid working with autonomy and flexibility
- Exposure to complex estates and long-term client relationships
The role
You’ll advise clients on:
- Wills, Trusts and Lasting Powers of Attorney
- Estate planning and inheritance tax considerations
- Drafting and amending Wills and LPAs within agreed SLAs
- Preparing and submitting LPAs, including OPG registrations
You’ll manage your own caseload, build trusted client relationships, and work closely with internal legal and operational teams.
About you:
- Law graduate or Private Client professional with 2+ years’ experience
- Background in Wills, Trusts, LPAs or Estate Planning
- STEP or CILEX qualified (or actively working towards)
- Comfortable in a client-facing, advisory environment
- Financial services experience is beneficial but not essential.
Career development
- Fully funded STEP qualifications
- Clear progression to Senior Consultant
- Ongoing training, mentoring and support
- Collaborative, people-first culture
Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications in East Grinstead employer: Bright Hire Solutions Limited
Contact Detail:
Bright Hire Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications in East Grinstead
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of Wills, Trusts, and LPAs. Be ready to discuss your experience and how it aligns with the advisory-focused role. Confidence is key!
✨Tip Number 3
Showcase your passion for estate planning! When chatting with potential employers, share your thoughts on current trends in the industry and how you can contribute to their team. It’ll set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic roles waiting for you, and applying directly shows your enthusiasm for joining our team. Let’s get you that dream job!
We think you need these skills to ace Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications in East Grinstead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Consultant role. Highlight your advisory experience, especially in Wills and LPAs, to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for estate planning and how you can contribute to our team. Keep it personal and engaging – we want to get to know you!
Showcase Relevant Experience: Don’t just list your previous jobs; explain how they relate to this role. If you’ve worked with clients on Wills or Trusts, let us know how you made a difference in their lives.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Bright Hire Solutions Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Trusts, and Lasting Powers of Attorney. Familiarise yourself with estate planning and inheritance tax considerations, as these are key topics in the role. Being able to discuss these confidently will show that you're serious about the position.
✨Showcase Your Advisory Skills
Since this role is advisory-focused, prepare examples from your past experience where you've successfully advised clients. Think about how you built trust and rapport, and be ready to share specific instances where your advice made a difference.
✨Emphasise Your Client Relationships
Highlight your ability to manage client relationships effectively. Discuss how you’ve maintained long-term connections with clients and how you handle complex cases. This will demonstrate that you can thrive in a client-facing environment without the pressure of billing targets.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, the team you'll be working with, and the support for career development. This shows your genuine interest in the role and helps you assess if the company aligns with your values and career goals.