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For Companies At a Glance
- 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 in a dynamic team.
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) employer: Minerva Recruitment
Contact Detail:
Minerva Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Consultant (Wills, Trusts, and LPAs)
✨Tip Number 1
Network with professionals in the estate planning and legal sectors. Attend local events or webinars related to Wills, Trusts, and LPAs to meet potential colleagues and learn more about the industry.
✨Tip Number 2
Familiarise yourself with the latest regulations and best practices in estate planning. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle client meetings, draft documents, and ensure compliance with legal requirements, as these are key aspects of the job.
✨Tip Number 4
Showcase your interpersonal skills by practising mock interviews with friends or mentors. Being able to communicate effectively and build rapport is crucial for a Legal Consultant, especially when dealing with sensitive topics like estate planning.
We think you need these skills to ace Legal Consultant (Wills, Trusts, and LPAs)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any client-facing roles and your skills in drafting legal documents. Emphasise your organisational and communication skills, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for estate planning and your understanding of Wills, Trusts, and LPAs. Mention any relevant qualifications or experiences that make you a strong candidate for the position.
Showcase Your Interpersonal Skills: Since the role involves client meetings, highlight your interpersonal skills in both your CV and cover letter. Provide examples of how you've successfully communicated with clients in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the legal field.
How to prepare for a job interview at Minerva Recruitment
✨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, as this position requires strong interpersonal skills.
✨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.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life situations with clients. Think about potential challenges you might face in this role and how you would address them effectively.
✨Familiarise Yourself with CRM Systems
Since managing and updating CRM records is part of the job, it’s beneficial to mention any experience you have with CRM software. If you haven’t used one before, research common systems and express your willingness to learn.
