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- Tasks: Advise clients on Wills, Trusts, and Lasting Powers of Attorney with a focus on quality.
- Company: Growing estate planning and financial services organisation with a supportive culture.
- Benefits: Competitive salary, funded STEP qualifications, hybrid working, and no sales pressure.
- Why this job: Enjoy advisory work without the stress of billing targets or cold sales.
- Qualifications: Experience in Private Client advisory and strong client relationship skills.
- Other info: Flexible working environment with opportunities for structured progression.
The predicted salary is between 24000 - 36000 £ 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 clients.
Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications in East Grinstead employer: Minerva Recruitment
Contact Detail:
Minerva Recruitment 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 East Grinstead
✨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. Show that you’re not just about the basics; dive into estate planning and inheritance tax considerations to impress your potential employers.
✨Tip Number 3
Don’t forget to showcase your advisory skills! During interviews, highlight your experience in providing quality advice and building trusted client relationships. This is what sets you apart in a role focused on client consultation.
✨Tip Number 4
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 East Grinstead
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 your experiences and how they align with our focus on quality advice rather than billable hours.
Highlight Relevant Experience: Make sure to detail any experience you have with Wills, Trusts, and Lasting Powers of Attorney. We want to see how your background fits with the role, so don’t hold back on showcasing your skills!
Be Authentic: We appreciate genuine applications! Be yourself and let your personality shine through. This helps us get a feel for who you are beyond just your qualifications.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to connect with you and keep track of your application!
How to prepare for a job interview at Minerva Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Trusts, and Lasting Powers of Attorney. Familiarise yourself with estate planning and inheritance tax considerations, as these are key topics in the role. Being able to discuss these confidently will show that you're serious about the position.
✨Showcase Your Advisory Skills
Since this role is advisory-focused, prepare examples from your past experiences where you've successfully advised clients. Think about how you built trust and rapport, and be ready to share specific outcomes. This will demonstrate your ability to manage client relationships effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client relationships and their views on estate planning. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values, especially regarding autonomy and flexibility.
✨Emphasise Your Desire for Growth
Mention your enthusiasm for the funded STEP qualifications and how you see them enhancing your skills. Talk about your commitment to professional development and how you plan to leverage these qualifications to provide even better service to clients.
