At a Glance
- Tasks: Advise clients on Wills, Trusts, LPAs, and Estate Planning while building strong relationships.
- Company: A growing organisation in Estate Planning and Financial Services with a supportive culture.
- Benefits: Salary of £28,000 - £30,000, hybrid working, funded qualifications, and career progression.
- Other info: Exciting opportunity for professional development in a collaborative environment.
- Why this job: Make a real impact by helping clients protect their assets and plan for the future.
- Qualifications: Law degree or equivalent, strong client-facing skills, and attention to detail.
The predicted salary is between 28000 - 30000 £ per year.
Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector.
As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future.
You will be responsible for:
- Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning
- Drafting, reviewing and amending Wills and LPAs
- Assisting clients with inheritance tax and wealth preservation considerations
- Preparing and submitting LPAs to the Office of the Public Guardian (OPG)
- Building strong, long-term client relationships
- Maintaining accurate records using CRM systems
- Liaising with clients, colleagues and stakeholders throughout the process
- Attending occasional client events, roadshows and regional meetings
- Ensuring all work is completed accurately and within service level agreements
About You
To be successful in this role, you will ideally have:
- A Law degree or equivalent legal qualification
- STEP or CILEX qualification (or interest in working towards)
- Strong client-facing and relationship-building skills
- Excellent drafting and communication abilities
- High levels of attention to detail and organisation
- Proficiency with Microsoft Office and CRM systems
- A full UK driving licence and willingness to travel when required
What's on Offer?
- Salary of £28,000 - £30,000
- Hybrid working
- Funded STEP qualifications
- Structured career progression to Senior Consultant level
- Ongoing professional development and training
- Exposure to complex and high-value private client work
- Supportive and collaborative working environment
This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered.
Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Private Client Consultant (Wills, Trusts, Probate & LPAs) in Crawley employer: Bright Hire Solutions Ltd T/A Brighthire Recruitment
Join a dynamic and forward-thinking organisation that prioritises employee growth and development, offering funded STEP qualifications and a structured career progression path. With a hybrid working model and a supportive, collaborative culture, you will have the opportunity to build meaningful client relationships while working on complex estate planning matters in a rewarding environment.
Contact Details:
Bright Hire Solutions Ltd T/A Brighthire Recruitment Recruitment Team
