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- Tasks: Help clients with Wills, Trusts, and LPAs while building strong relationships.
- Company: Join a reputable law firm known for its professional and friendly environment.
- Benefits: Enjoy flexible working options, competitive salary, and excellent company perks.
- Why this job: Be part of a supportive team making a real impact in clients' lives.
- Qualifications: Must have experience in Wills, Trusts, and relevant qualifications like STEP or CILEX.
- Other info: Office located in East Grinstead with parking and close to the station.
The predicted salary is between 30000 - 42000 £ per year.
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Senior Private Client Consultant Wills, Trusts and LPA\’s to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. You will have strong experience of private client-facing experience in the field and will be well-versed in the Will Writing practices and advice.
The Senior Consultant uses their knowledge and skills to help the company improve operations, increase efficiency and support growth.
Senior Private Client Consultant – Wills, Trusts and LPA\’s
Full time permanent role – Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites
Office based in East Grinstead with parking available on site for staff – also close to the station area
Salary 36000- 38000 per annum plus uncapped commission. Excellent all round company benefits.
This is a superb opportunity to join a busy team within a friendly and very successful organisation
Duties and responsibilities – Senior Private Client Consultant Wills, Trusts and LPA\’s
Building and maintaining strong relationships, offering bespoke and empathetic service and support to clients
Fluent and able to seamlessly deliver England & Wales Wills and LPAs to clients
Fluent and confident in delivering Advanced Service by addressing the correct issues as well as advising and incorporating the correct Trust to meet the client\’s needs.
Competent in delivering additional services such as ROI, Sharia, Scottish and Pilot Trust services
Strong attention to detail. Exemplary delivery of Standard and Advance Will Drafts and Final Versions.
Research complex issues and law updates regularly
Support the Senior Management team by actively participating in discussions, research, training and brainstorming sessions.
Support and mentor other Consultants and the wider team with ad-hoc issues and complex queries.
Help to promote the business to identify and generate new business opportunities.
Attend client meetings, including home visits and regional trips.
Experience, competencies and knowledge required:
Strong level of and proven experience in Wills, Trusts, Probate and Estate planning
Completed STEP qualifications, CILEX or Law degree from an accredited university.
Excellent verbal and written communication skills.
Exceptional client care skills. Empathetic and personable.
Able to convey complex information in a simple way
Confident with managing emails/admin and using MS Office.
Full UK driving licence (own car not required).
Based within close commuting distance to East Grinstead for office based days / working
For more information regarding this new and exciting Senior Private Client Consultant Wills, Trusts and LPA\’sopportunity, please apply now! Short-listing will take place soon – don\’t miss out!
Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person\’s gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
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Senior Private Client Consultant employer: First Recruitment Services
Contact Detail:
First Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Consultant
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in Wills and Trusts. Attend local legal seminars or workshops to meet potential colleagues and learn more about the industry.
✨Tip Number 2
Stay updated on the latest changes in laws related to Wills, Trusts, and LPAs. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or experiences where you successfully managed complex client needs. This will showcase your problem-solving skills and ability to provide tailored advice.
✨Tip Number 4
Familiarise yourself with the company’s values and recent achievements. Being able to align your personal values with theirs during discussions can significantly strengthen your application.
We think you need these skills to ace Senior Private Client Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Wills, Trusts, and LPA's. Emphasise your client-facing roles and any specific achievements that demonstrate your expertise in the private client sector.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your understanding of their values and how your skills align with their needs, particularly in delivering bespoke services to clients.
Highlight Relevant Qualifications: Clearly list your qualifications such as STEP, CILEX, or your Law degree. This will help demonstrate your professional background and commitment to the field, which is crucial for this position.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated complex legal information to clients. This is essential for the role, so make sure to highlight your verbal and written communication skills.
How to prepare for a job interview at First Recruitment Services
✨Showcase Your Expertise
Make sure to highlight your strong experience in Wills, Trusts, and LPA's during the interview. Be prepared to discuss specific cases where you've successfully navigated complex issues, as this will demonstrate your competence and confidence in the field.
✨Emphasise Client Care Skills
Since the role requires exceptional client care skills, think of examples where you've provided empathetic and bespoke service to clients. This will show that you understand the importance of building strong relationships and can convey complex information simply.
✨Prepare for Technical Questions
Expect questions related to the latest updates in law and practices surrounding Wills and Trusts. Brush up on recent changes and be ready to discuss how these might impact clients, showcasing your commitment to continuous learning and professional development.
✨Demonstrate Team Collaboration
The role involves supporting and mentoring other consultants, so be ready to discuss your experience working in teams. Share examples of how you've contributed to team discussions or training sessions, highlighting your ability to collaborate effectively.
