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- Tasks: Advise clients on Wills, Trusts, and LPAs while drafting essential legal documents.
- Company: Join a leading provider of will writing and estate planning services.
- Benefits: Enjoy a competitive salary, commission, and flexible working hours.
- Why this job: Make a real impact in clients' lives while developing your legal expertise.
- Qualifications: Recent legal graduates welcome; client-facing experience and strong communication skills required.
- Other info: Opportunity for travel around London and participation in client roadshows.
The predicted salary is between 24000 - 42000 £ 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 finalize 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:
- Recent legal graduates will be considered (please note: training contracts are not available at this stage)
- At least 2 years of client-facing experience (face-to-face and via Teams/Zoom)
- Clean driving license (own car not required)
- Strong interpersonal, organizational, 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 Advisor - Wills & Trusts (Entry-Level Opportunity) employer: Minerva Recruitment
Contact Detail:
Minerva Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Advisor - Wills & Trusts (Entry-Level Opportunity)
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in wills and trusts. Attend relevant events or webinars to meet potential colleagues and learn more about the industry.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in estate planning. This knowledge will not only boost your confidence but also impress interviewers with your commitment to staying informed.
✨Tip Number 3
Practice your client-facing skills by role-playing common scenarios you might encounter in this position. This will help you articulate your approach to client meetings and demonstrate your interpersonal skills.
✨Tip Number 4
Prepare thoughtful questions about the company and its services to ask during interviews. This shows your genuine interest in the role and helps you stand out as a candidate who is eager to contribute.
We think you need these skills to ace Legal Advisor - Wills & Trusts (Entry-Level Opportunity)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any client-facing roles. Emphasise your communication skills and any legal knowledge you possess, particularly in Wills and Trusts.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for estate planning and your understanding of the role. Mention any relevant coursework or projects from your legal studies that relate to Wills and Trusts.
Highlight Relevant Skills: In your application, focus on your interpersonal and organisational skills. Provide examples of how you've successfully managed client relationships or worked independently in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the legal field.
How to prepare for a job interview at Minerva Recruitment
✨Know Your Wills and Trusts
Make sure you brush up on your knowledge of wills, trusts, and LPAs. Be prepared to discuss the key elements and processes involved in estate planning, as this will show your potential employer that you're genuinely interested in the role.
✨Demonstrate Client-Facing Experience
Since the role requires client interaction, think of examples from your past experiences where you've successfully managed client relationships. Highlight your communication skills and how you've handled challenging situations with clients.
✨Showcase Your Organisational Skills
The job involves managing multiple tasks and client meetings. Be ready to discuss how you prioritise your workload and keep track of important deadlines. Mention any tools or methods you use for diary management and organisation.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your enthusiasm and helps you determine if the company is the right fit for you.
