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For Companies At a Glance
- Tasks: Manage your own caseload and advise clients on Wills, Trusts, and estate planning.
- Company: Established legal practice with a supportive team and flexible working options.
- Benefits: Flexible hours, professional development, and the chance to make a real difference.
- Why this job: Help clients plan for their future confidently while growing your career.
- Qualifications: Experience in Wills, Trusts, and strong communication skills required.
- Other info: Opportunity to work face-to-face and remotely, with excellent career growth.
The predicted salary is between 40000 - 50000 £ per year.
We are working with a well-established legal practice that is looking to recruit an experienced Wills, Trusts & Probate Advisor to join their growing Private Client team. This is an excellent opportunity for a knowledgeable professional to take on a client-facing role, supporting individuals with estate planning while benefiting from a supportive team environment and flexible working options.
The Role
- You will be responsible for managing your own caseload and advising clients on a range of private client matters, including Wills, Powers of Attorney, and Trusts.
- This role offers the opportunity to make a real difference by helping clients plan for the future with confidence.
To be considered for the role, you’ll require the following essentials:
- Previous experience as a Will Writer or Private Client Advisor.
- Strong knowledge of Wills, Powers of Attorney, and Trusts.
- Experience reviewing and supporting the work of junior team members.
- Excellent organisational and time management skills.
- Strong written and verbal communication abilities.
- A professional and approachable manner with clients.
- High attention to detail and accuracy.
- Good IT skills and the ability to learn case management systems quickly.
- A full UK driving licence.
Within this position, you’ll also be:
- Conducting client appointments via face-to-face meetings, video calls, and occasional home visits.
- Taking client instructions and preparing documentation for Wills, Powers of Attorney, and Trusts.
- Drafting a range of Wills, from straightforward to more complex arrangements.
- Advising clients on suitable estate planning solutions.
- Preparing and submitting Power of Attorney applications in line with current regulations.
- Reviewing and approving documentation prepared by junior team members.
- Managing your caseload effectively to meet deadlines and service standards.
- Building and maintaining strong client relationships through professional communication.
Flexible Private Client Advisor — Wills, Trusts & Probate employer: Talk Staff Group Limited
Contact Detail:
Talk Staff Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Flexible Private Client Advisor — Wills, Trusts & Probate
✨Tip Number 1
Network like a pro! Reach out to your contacts in the legal field and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone looking for a Wills, Trusts & Probate Advisor.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your experience with Wills, Powers of Attorney, and Trusts. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your interview skills! Prepare for common questions related to estate planning and client management. Role-play with a friend or use online resources to boost your confidence before the big day.
✨Tip Number 4
Apply through our website! We’ve got loads of great roles waiting for you, and applying directly can give you an edge. Plus, it shows you’re serious about joining a supportive team where you can really make a difference.
We think you need these skills to ace Flexible Private Client Advisor — Wills, Trusts & Probate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of a Flexible Private Client Advisor. Highlight your experience with Wills, Trusts, and Powers of Attorney, and don’t forget to showcase your organisational skills and attention to detail!
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 previous experience makes you the perfect fit for our team. Keep it professional but let your personality show through!
Showcase Your Communication Skills: Since this role involves client-facing interactions, make sure your written application reflects your strong communication abilities. Use clear and concise language, and don’t shy away from demonstrating your approachable manner.
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’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at Talk Staff Group Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Powers of Attorney, and Trusts. Be ready to discuss specific cases or scenarios where you've successfully advised clients. This shows that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating complex legal concepts in simple terms. You might even want to prepare a few examples of how you've effectively communicated with clients in the past, whether face-to-face or via video calls.
✨Demonstrate Organisational Skills
Be prepared to talk about how you manage your caseload and meet deadlines. Consider sharing specific tools or methods you use to stay organised, as this will highlight your ability to handle multiple clients and tasks efficiently.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Use a friendly tone and be approachable. Remember, they’re looking for someone who can maintain strong client relationships, so showing your interpersonal skills is key!