At a Glance
- Tasks: Conduct client meetings, draft legal documents, and manage applications.
- Company: Join a growing consultancy focused on Wills and estate planning.
- Benefits: Enjoy a structured training programme, commission structure, and travel perks.
- Why this job: Make a meaningful impact while developing your career in a supportive environment.
- Qualifications: 2 years in client-facing roles, strong admin skills, and a proactive attitude required.
- Other info: Remote work options and occasional regional travel included.
The predicted salary is between 28000 - 30000 Β£ per year.
Legal Consultant – Wills, Trusts & LPAs (Admin Focused) Location: London-based with regional travel Salary: £28,000 – £30,000 + Commission Contract: Full-Time, Permanent Hours: Monday to Thursday 9am–6pm, Friday 9am–5pm (39 hrs/week) Start Date: Within 4 weeks Are you a confident, client-facing professional with strong administrative skills and an interest in legal services or estate planning? We’re recruiting on behalf of a growing specialist consultancy offering a structured pathway into the Will writing and estate planning sector. This is an ideal opportunity for someone with experience in customer-facing advisory roles who is looking to develop a career in legal consultancy within a well-supported and values-led organisation. Key Responsibilities: Conduct structured one-to-one meetings with private clients (in person and via MS Teams/Zoom) Draft Wills and associated legal documents using proprietary software Advise clients on the best ways to structure their Wills and associated products (training provided) Prepare and manage Lasting Power of Attorney (LPA) applications Maintain accurate and up-to-date client records in CRM Follow up with clients to complete outstanding details or documentation Manage your diary and coordinate client meetings effectively Support wider team and attend regional roadshows (occasional overnight stays may be required)Essential Skills & Experience: Minimum 2 years’ experience in client-facing roles (both face-to-face and remote) Excellent administrative and organisational skills Confident using MS Office and business software Strong written and verbal communication A proactive, flexible, and can-do attitude Clean UK driving licence (car not required – travel costs covered) Ability to work remotely and travel regularly in/around LondonDesirable (but not essential): Background in financial services (e.g. mortgages, insurance, estate planning) Experience in Will writing, legal administration, or LPA preparation Working towards or interested in STEP or CILEX qualifications Based in or with easy access to LondonWhy Apply: Join a supportive and structured training programme Long-term progression opportunities within a growing business Monthly travel to HQ for development and team engagement Clear commission structure and performance-based incentives A meaningful role helping clients with important life planning decisionsIf you\’re an organised, client-focused individual looking to develop a rewarding career in legal consultancy, we’d love to hear from you
Legal Assistant – Wills, Trusts & Power of Attorney employer: Minerva Recruitment
Contact Detail:
Minerva Recruitment Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Legal Assistant – Wills, Trusts & Power of Attorney
β¨Tip Number 1
Familiarise yourself with the basics of wills, trusts, and lasting powers of attorney. Understanding these concepts will not only help you in interviews but also demonstrate your genuine interest in the role.
β¨Tip Number 2
Network with professionals in the legal consultancy field. Attend relevant events or webinars to connect with individuals who can provide insights into the industry and potentially refer you to opportunities.
β¨Tip Number 3
Prepare for client-facing scenarios by practising your communication skills. Role-play common client interactions to build confidence and showcase your ability to handle various situations during the interview.
β¨Tip Number 4
Research StudySmarter and our values. Understanding our mission and how we support our employees will allow you to align your answers with what weβre looking for, making you a more attractive candidate.
We think you need these skills to ace Legal Assistant – Wills, Trusts & Power of Attorney
Some tips for your application π«‘
Tailor Your CV: Make sure your CV highlights your experience in client-facing roles and administrative skills. Emphasise any relevant experience in legal services or estate planning, as well as your proficiency with MS Office and business software.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for legal consultancy and your proactive attitude. Mention specific examples of how you've successfully managed client relationships and any relevant training or qualifications you are pursuing.
Highlight Relevant Skills: In your application, clearly outline your organisational skills and ability to manage diaries and coordinate meetings. Mention your experience with CRM systems and your strong written and verbal communication skills.
Show Enthusiasm for the Role: Express your interest in the structured training programme and long-term progression opportunities within the company. Make it clear that you are eager to contribute to helping clients with their important life planning decisions.
How to prepare for a job interview at Minerva Recruitment
β¨Showcase Your Client-Facing Experience
Make sure to highlight your previous roles where you interacted with clients. Discuss specific situations where you successfully managed client relationships, as this role requires strong interpersonal skills.
β¨Demonstrate Your Administrative Skills
Prepare examples that showcase your organisational abilities and attention to detail. Mention any experience you have with managing diaries, maintaining records, or using CRM systems, as these are crucial for the position.
β¨Familiarise Yourself with Wills and Estate Planning
Even if you don't have direct experience in legal services, showing a genuine interest in wills, trusts, and estate planning can set you apart. Research common terms and processes to demonstrate your enthusiasm and willingness to learn.
β¨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, training programmes, and career progression opportunities. This shows your interest in the role and helps you assess if the company is the right fit for you.