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- Tasks: Advise clients on Wills, Trusts, and Lasting Powers of Attorney in a supportive environment.
- Company: A growing estate planning service in the UK with a focus on quality advice.
- Benefits: Hybrid role with funded STEP qualifications and structured career progression.
- Why this job: No pressure from billing targets; build meaningful client relationships.
- Qualifications: Thrives in advisory roles and enjoys client relationship management.
- Other info: Join a dynamic team dedicated to providing exceptional client service.
The predicted salary is between 36000 - 60000 £ per year.
A growing estate planning service in the UK is seeking a Private Client Consultant to advise clients on Wills, Trusts, and Lasting Powers of Attorney without the pressure of billing targets or business development. This hybrid role offers funded STEP qualifications and structured progression, focusing on quality advice and client relationship management. Ideal candidates thrive in advisory settings and enjoy building long-term client relationships.
Private Client Advisor: Wills & LPAs, Hybrid + STEP in Crawley employer: Minerva Recruitment Limited
Contact Detail:
Minerva Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor: Wills & LPAs, Hybrid + STEP in Crawley
✨Tip Number 1
Network like a pro! Reach out to your connections in the estate planning field and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone in the know.
✨Tip Number 2
Prepare for those interviews! Research common questions for Private Client Advisors and think about how your experience aligns with the role. Practising your answers will help you feel more confident when it’s time to shine.
✨Tip Number 3
Showcase your passion for client relationships! During interviews, share examples of how you've built long-term relationships in previous roles. This will demonstrate that you’re not just about the numbers but genuinely care about clients.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Private Client Advisor: Wills & LPAs, Hybrid + STEP in Crawley
Some tips for your application 🫡
Show Your Passion for Estate Planning: When writing your application, let us see your enthusiasm for estate planning. Share any relevant experiences or insights that highlight your commitment to providing quality advice and building long-term client relationships.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Private Client Advisor role. Use keywords from the job description, like 'Wills', 'Trusts', and 'Lasting Powers of Attorney', to demonstrate that you understand the position and its requirements.
Highlight Your Advisory Skills: We want to know about your advisory experience! Emphasise any roles where you've provided guidance or support to clients, especially in a legal or financial context. This will show us that you thrive in advisory settings.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in our growing team.
How to prepare for a job interview at Minerva Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Trusts, and Lasting Powers of Attorney. Familiarise yourself with the latest regulations and best practices in estate planning. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Advisory Skills
Prepare examples from your past experiences where you've successfully advised clients. Highlight how you built relationships and provided tailored solutions. This is key for a role focused on quality advice and client relationship management.
✨Ask Thoughtful Questions
Come prepared with questions that demonstrate your understanding of the company’s values and goals. Inquire about their approach to client relationships and how they support their advisors in professional development, especially regarding the funded STEP qualifications.
✨Be Yourself
Since this role is all about building long-term relationships, let your personality shine through. Be authentic and approachable during the interview. This will help the interviewers see how well you’d fit into their team and culture.
