Private Client Consultant: Wills & LPAs (Hybrid, Funded STEP) in East Grinstead
Private Client Consultant: Wills & LPAs (Hybrid, Funded STEP)

Private Client Consultant: Wills & LPAs (Hybrid, Funded STEP) in East Grinstead

East Grinstead Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise clients on Wills, Trusts, and Lasting Powers of Attorney with no sales pressure.
  • Company: Leading estate planning organisation known for its supportive culture.
  • Benefits: Hybrid work model, funded STEP qualifications, and flexible working hours.
  • Why this job: Enjoy autonomy while making a real difference in clients' lives.
  • Qualifications: Experience in private client advisory services and strong legal knowledge.
  • Other info: Great opportunity for professional growth in a dynamic environment.

The predicted salary is between 36000 - 60000 £ per year.

A prominent estate planning organization in East Grinstead is seeking a Private Client Consultant. This hybrid role focuses on advising pre-qualified clients on Wills, Trusts, and Lasting Powers of Attorney without sales pressure. You will enjoy autonomy and flexibility in your role, with the added benefit of funded STEP qualifications for professional development.

Ideal candidates will be experienced in private client advisory services, managing their own caseload, and providing quality legal advice.

Private Client Consultant: Wills & LPAs (Hybrid, Funded STEP) in East Grinstead employer: Minerva Recruitment

Join a leading estate planning organisation in East Grinstead, where you will thrive in a supportive and flexible work environment that prioritises your professional growth. As a Private Client Consultant, you will benefit from autonomy in your role and the opportunity to gain funded STEP qualifications, ensuring you are well-equipped to provide exceptional legal advice to clients without the pressure of sales targets. Our commitment to employee development and a collaborative culture makes us an excellent employer for those seeking meaningful and rewarding careers.
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Contact Detail:

Minerva Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Consultant: Wills & LPAs (Hybrid, Funded STEP) in East Grinstead

✨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 put in a good word for you.

✨Tip Number 2

Prepare for those interviews by brushing up on your knowledge of Wills, Trusts, and Lasting Powers of Attorney. Show that you’re not just experienced but also passionate about providing quality legal advice without the sales pressure.

✨Tip Number 3

Don’t forget to showcase your autonomy and flexibility during interviews. Share examples of how you've managed your own caseload effectively and how you thrive in a hybrid work environment.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. 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 (Hybrid, Funded STEP) in East Grinstead

Private Client Advisory Services
Wills and Trusts Knowledge
Lasting Powers of Attorney (LPA)
Legal Advice
Caseload Management
Client Relationship Management
Autonomy
Professional Development
STEP Qualifications

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects your experience in private client advisory services. Highlight relevant skills and achievements that align with the role of a Private Client Consultant, especially around Wills, Trusts, and Lasting Powers of Attorney.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about estate planning and how your background makes you a perfect fit for our team. Don’t forget to mention your interest in the funded STEP qualifications!

Showcase Your Autonomy: Since this role offers flexibility and autonomy, share examples from your past where you've successfully managed your own caseload. This will demonstrate your ability to work independently while still providing top-notch legal advice.

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 don’t miss out on any important updates during the process!

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 the latest regulations and best practices in estate planning. This will not only show your expertise but also demonstrate your commitment to providing quality legal advice.

✨Showcase Your Experience

Prepare to discuss your previous experience in private client advisory services. Think of specific examples where you've successfully managed your own caseload and provided valuable advice. This will help the interviewers see how you can bring your skills to their team.

✨Ask Insightful Questions

Interviews are a two-way street! Prepare some thoughtful questions about the company’s approach to estate planning and how they support their consultants. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

✨Emphasise Autonomy and Flexibility

Since this role offers autonomy and flexibility, be ready to discuss how you manage your time and workload effectively. Share strategies you use to stay organised and ensure high-quality service for your clients, which aligns perfectly with what they’re looking for.

Private Client Consultant: Wills & LPAs (Hybrid, Funded STEP) in East Grinstead
Minerva Recruitment
Location: East Grinstead

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