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For Companies At a Glance
- Tasks: Provide expert advice on Wills, Trusts, and Estate Planning to clients.
- Company: Leading organisation in Private Client and Financial Services sector.
- Benefits: Competitive salary, career development, and hybrid working options.
- Why this job: Make a real difference in clients' lives while advancing your legal career.
- Qualifications: Degree in Law and experience in Wills and Estate Planning required.
- Other info: Supportive culture with clear progression to Senior Consultant level.
The predicted salary is between 24000 - 30000 £ per year.
Salary: £28,000 – £30,000
Location: Hybrid – Home, Client Sites & Head Office
Hours: 39 hours per week Mon–Thu 9:00–6:00 | Fri 9:00–5:00
Start Date: February 2026
About the Role
We are recruiting on behalf of a leading organisation within the Private Client, Estate Planning and Financial Services sector. This Private Client Consultant role focuses on delivering expert advice to clients who have accessed Will writing services through an employee benefits platform. This position is ideal for a legally qualified professional with strong experience in Wills, Trusts, LPAs and Estate Planning, who enjoys client interaction and providing empathetic, compliant advice.
Key Responsibilities
- Provide expert advice on Wills, Trusts, LPAs, Probate and Estate Planning
- Advise clients on wealth preservation and inheritance tax considerations
- Draft, amend and finalise Wills and LPAs within strict SLAs
- Build trusted, long-term client relationships through a bespoke service
- Prepare and submit LPAs, including OPG registrations
- Follow up with clients to gather information and answer queries
- Maintain accurate CRM records and legal documentation
- Communicate effectively with internal teams and stakeholders
- Attend client roadshows and regional meetings (overnight stays required)
- Identify opportunities for referrals to additional services
- Support wider business areas during peak periods
- Commit to ongoing professional development and qualifications
Essential Skills & Qualifications
- Degree in Law (or equivalent)
- Proven experience in Wills, Trusts, Probate and Estate Planning
- Previous experience within Financial Services (e.g. Life Insurance, Mortgages)
- STEP or CILEX qualified (or working towards)
- Minimum 2 years’ client-facing experience
- Strong drafting and technical legal skills
- Excellent verbal and written communication
- High attention to detail and strong time management
- MS Office proficiency
- Clean UK driving licence
- Ability to travel to London and Head Office regularly
Career Development
- Funded STEP qualifications
- Clear progression to Senior Consultant level
- Exposure to complex, high-value client work
- Supportive, collaborative culture
Private Client Consultant employer: Minerva Recruitment
Contact Detail:
Minerva Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Consultant
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone, have a quick summary of your experience and what you’re looking for ready to go. This will help you make a memorable impression and show that you mean business.
✨Tip Number 3
Follow up after meetings or networking events. A simple thank-you email can go a long way. It keeps you on their radar and shows that you appreciate their time. Plus, it opens the door for future conversations!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Private Client Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Consultant role. Highlight your experience with Wills, Trusts, and Estate Planning, and don’t forget to showcase your client-facing skills. We want to see how you can bring your expertise to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing genuine enthusiasm for what we do at StudySmarter.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional – we want to see that you can convey complex information effectively!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team at StudySmarter!
How to prepare for a job interview at Minerva Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Trusts, LPAs, and Estate Planning. Be ready to discuss specific cases or scenarios where you've provided expert advice. This will show that you’re not just familiar with the terms but can apply them in real-life situations.
✨Show Empathy
Since this role involves client interaction, practice how you can convey empathy and understanding during the interview. Think about how you would approach sensitive topics like inheritance tax or estate planning with clients, and be prepared to demonstrate this in your responses.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewer. This could be about their approach to client relationships or how they support ongoing professional development. It shows you're genuinely interested in the role and the company culture.
✨Highlight Your Experience
Be ready to share specific examples from your previous roles that showcase your client-facing experience and technical skills. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
