At a Glance
- Tasks: Advise clients on Wills, Trusts, and Estate Planning while building strong relationships.
- Company: Join a growing organisation in the Estate Planning and Financial Services sector.
- Benefits: Salary of £28,000 - £30,000, hybrid working, and funded qualifications.
- Other info: Structured career progression and ongoing professional development in a supportive 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.
Responsibilities- 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
- 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
- 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) employer: Brighthire Solutions Ltd T/A Brighthire Recruitmen
Join a dynamic and forward-thinking organisation that prioritises employee growth and development, offering funded STEP qualifications and structured career progression to Senior Consultant level. With a supportive and collaborative work culture, you will have the opportunity to engage with clients on meaningful estate planning matters while enjoying the flexibility of hybrid working.
Contact Details:
Brighthire Solutions Ltd T/A Brighthire Recruitmen Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Consultant (Wills, Trusts, Probate & LPAs)
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
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✨Leverage Your University’s Career Services
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We think you need these skills to ace Private Client Consultant (Wills, Trusts, Probate & LPAs)
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Brighthire Solutions Ltd T/A Brighthire Recruitmen, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Brighthire Solutions Ltd T/A Brighthire Recruitmen and the specific role of Private Client Consultant (Wills, Trusts, Probate & LPAs). Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Brighthire Solutions Ltd T/A Brighthire Recruitmen’s culture!
How to prepare for a job interview at Brighthire Solutions Ltd T/A Brighthire Recruitmen
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Brighthire Solutions Ltd T/A Brighthire Recruitmen.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Brighthire Solutions Ltd T/A Brighthire Recruitmen.
