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- Tasks: Advise clients on Wills, Trusts, and LPAs while drafting essential documents.
- Company: Join a leading specialist in Will writing and estate planning services.
- Benefits: Enjoy a competitive salary, commission, and flexible working hours.
- Why this job: Make a real impact by helping clients secure their legacies in a supportive environment.
- Qualifications: 2+ years of client-facing experience and strong communication skills required.
- Other info: Opportunities for travel and professional development available.
The predicted salary is between 24000 - 30000 £ per year.
A specialist provider of Will writing and estate planning services is seeking a Legal Consultant to advise clients on Wills, Trusts, and Lasting Powers of Attorney (LPAs). The role involves conducting client meetings, drafting documents, and providing expert guidance on estate planning.
Key Responsibilities:
- Conduct face-to-face and virtual client meetings to provide Will-writing advice
- Draft Wills, Trusts, and LPAs using internal systems
- Follow up with clients to gather necessary information and finalise documents
- Manage and update CRM records
- Support clients with LPA submissions and ensure compliance with legal requirements
- Attend client roadshows and regional meetings, with occasional overnight stays
- Maintain diary management and coordinate travel arrangements
Candidate Requirements:
- At least 2 years of client-facing experience (F2F and via Teams/Zoom)
- Clean driving licence (own car not required)
- Strong interpersonal, organisational, and communication skills
- Proficient in Microsoft Office and email management
- Ability to work independently and manage time effectively
- Willingness to travel in and around London, including regional trips
Desirable:
- Experience in financial services (e.g. mortgages, life insurance)
- Knowledge of Will writing or estate planning (not essential)
- STEP or CILEX qualification (or currently studying)
Legal Consultant (Wills, Trusts, and LPAs) in East Grinstead employer: Minerva Recruitment Limited
Contact Detail:
Minerva Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Consultant (Wills, Trusts, and LPAs) in East Grinstead
✨Tip Number 1
Network with professionals in the legal and estate planning sectors. Attend local events or webinars related to Wills, Trusts, and LPAs to meet potential colleagues and clients. This can help you gain insights into the industry and may lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. Keeping up-to-date with changes in laws and best practices will not only enhance your knowledge but also demonstrate your commitment to potential employers.
✨Tip Number 3
Practice your client interaction skills by role-playing common scenarios with friends or colleagues. This will help you feel more confident during actual client meetings and improve your ability to communicate complex information clearly.
✨Tip Number 4
Prepare thoughtful questions to ask during interviews. This shows your genuine interest in the role and helps you understand how you can contribute to the company’s success, particularly in areas like client management and compliance.
We think you need these skills to ace Legal Consultant (Wills, Trusts, and LPAs) in East Grinstead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly in legal or financial services. Emphasise any specific skills related to Wills, Trusts, and LPAs, as well as your proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for estate planning and your understanding of the role. Mention your experience with client meetings and document drafting, and explain why you are a great fit for this position.
Highlight Relevant Qualifications: If you have any qualifications such as STEP or CILEX, be sure to mention them prominently. If you are currently studying for these qualifications, include that information to show your commitment to the field.
Showcase Interpersonal Skills: In your application, provide examples of how you've successfully communicated with clients in the past. Highlight your organisational skills and ability to manage time effectively, as these are crucial for the role.
How to prepare for a job interview at Minerva Recruitment Limited
✨Showcase Your Client-Facing Experience
Make sure to highlight your previous client-facing roles during the interview. Discuss specific examples where you successfully managed client relationships, whether in person or via virtual platforms like Teams or Zoom.
✨Demonstrate Your Knowledge of Wills and Trusts
Even if you don't have extensive experience in estate planning, it's important to show that you understand the basics of Wills, Trusts, and LPAs. Brush up on key concepts and be prepared to discuss them confidently.
✨Emphasise Your Organisational Skills
Since the role involves managing client meetings and updating CRM records, be ready to talk about how you stay organised. Share any tools or methods you use to manage your time effectively and keep track of client information.
✨Prepare Questions About the Role
Interviews are a two-way street, so come prepared with thoughtful questions about the company and the position. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
