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- Tasks: Advise clients on Wills, Trusts, and Lasting Powers of Attorney with no sales pressure.
- Company: Growing estate planning and financial services organisation with a focus on quality advice.
- Benefits: Competitive salary, funded STEP qualifications, hybrid working, and structured progression.
- Why this job: Enjoy autonomy and flexibility while building trusted client relationships.
- Qualifications: Experience in Private Client advisory roles and strong communication skills.
- Other info: No cold sales, focus on complex estates, and excellent career growth opportunities.
The predicted salary is between 28000 - 30000 £ per year.
Are you working in Private Client and enjoying the advisory side, but feeling weighed down by billing targets, time recording, or law firm politics? We're recruiting a Private Client Consultant to join a growing estate planning and financial services organisation. This role focuses on advising pre-qualified clients who have already accessed Will-writing services through an employee benefits platform meaning no cold sales and no business development pressure.
Why this role stands out:
- Clients are already engaged - no chasing work
- Focus on quality advice and drafting, not billable hours
- Funded STEP qualifications and structured progression
- Hybrid working with autonomy and flexibility
- Exposure to complex estates and long-term client relationships
The role:
You’ll advise clients on:
- Wills, Trusts and Lasting Powers of Attorney
- Estate planning and inheritance tax considerations
- Drafting and amending Wills and LPAs within agreed SLAs
- Preparing and submitting LPAs, including OPG registrations
You’ll manage your own caseload, build trusted client relationships, and work closely with internal legal and operational teams.
Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications 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 Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications in Crawley
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of Wills, Trusts, and LPAs. Be ready to discuss how you can provide quality advice without the pressure of billing targets – that’s what makes this role so appealing!
✨Tip Number 3
Showcase your passion for estate planning during interviews. Talk about your experiences and how you’ve helped clients navigate complex estates. This will demonstrate your commitment to providing top-notch advisory services.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications in Crawley
Some tips for your application 🫡
Show Your Passion for Advisory Work: When writing your application, let us know why you love the advisory side of private client work. Share any experiences that highlight your commitment to providing quality advice and building relationships with clients.
Tailor Your CV and Cover Letter: Make sure your CV and cover letter are tailored to this specific role. Highlight relevant experience in Wills, Trusts, and Lasting Powers of Attorney, and don’t forget to mention any qualifications or training that align with our focus on quality advice.
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points where necessary to make it easy for us to see your key skills and experiences at a glance.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity without any hassle.
How to prepare for a job interview at Minerva Recruitment Limited
✨Know Your Stuff
Make sure you brush up on the key areas of Wills, Trusts, and Lasting Powers of Attorney. Familiarise yourself with estate planning and inheritance tax considerations, as these will likely come up in your interview. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Advisory Skills
Since this role is advisory-focused, be prepared to demonstrate your ability to build trusted client relationships. Think of examples from your past experience where you've successfully advised clients or navigated complex situations. This will highlight your suitability for a role that prioritises quality advice over billable hours.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, the team you'll be working with, and how they support professional development, especially regarding the funded STEP qualifications. This shows that you're genuinely interested in the role and want to grow within the organisation.
✨Emphasise Your Autonomy
This position offers hybrid working with autonomy and flexibility, so be ready to discuss how you manage your own caseload effectively. Share examples of how you've taken initiative in previous roles, as this will resonate well with the company's focus on independence and trust.
