Legal Consultant – Wills, Trusts & LPAs

Legal Consultant – Wills, Trusts & LPAs

West Sussex & Surrounding Areas

Mon–Thurs 9am–6pm, Fri 9am–5pm

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.

Are you a people-focused legal professional with a passion for private client work? We\’re hiring a Legal Consultant to join a growing team that supports individuals with Wills, Lasting Powers of Attorney (LPAs), and Trusts — all offered through employee benefit programmes at major multinational companies.

This is a fantastic opportunity for someone looking to step into a client-facing role, with full training provided and the opportunity to make a meaningful difference in people\’s lives.

Key Responsibilities

• Conduct 1:1 client meetings (online and in-person) to advise on will structure and related services
• Draft and revise wills using internal software
• Prepare and register LPAs
• Support clients through the full journey: initial consult to final documents
• Update case progress on CRM and manage follow-up admin
• Attend regional client meetings and occasional roadshows
• Promote additional services such as trusts, inheritance tax planning and document storage
• Collaborate with internal teams to deliver a high-quality experience

What We\’re Looking For

• Minimum 2 years of client-facing experience (face-to-face and virtual)
• Confident communicator with excellent interpersonal skills
• Strong organisational skills with the ability to manage a busy diary
• Comfortable working independently from home and visiting client sites across London and occasionally beyond
• Confident with MS Office and managing email/admin workload
• Holds a clean UK driving licence (car not required)
• A proactive, can-do attitude and ability to stay calm in fast-paced environments

What You’ll Get

• Full training and onboarding from experienced legal professionals
• Monthly support from HQ and regular team meetups
• Commission on services sold
• Clear career development opportunities in a growing company
• The chance to work in a rewarding, people-first role that makes a difference

Apply now to start your next chapter in legal consultancy — no cold calling, no sales pressure, just meaningful conversations and quality client care.