Private Client Consultant - Wills & Estate Planning x2 £30,000 Per Annum Full-Time | Perm Hybrid home working combined with regular client meetings and visits to Head Office (East Grinstead)
About the Role: Our client are recruiting 2 experienced Private Client Consultants to join their growing team, supporting clients who have chosen Will-writing services through their employee benefits platform.
This is a client-facing advisory role where empathy, technical excellence and confidence are key.
You will provide trusted, compliant advice across Wills, Trusts, Lasting Powers of Attorney and Probate, helping clients protect their assets and plan for the future with clarity and reassurance.
Key Details:
Working pattern: Hybrid home working combined with regular client meetings and visits to Head Office (East Grinstead)
Hours: 39 hours per week
MonThu: 9:00am6:00pm
Fri: 9:00am5:00pm
Travel: Regional client meetings and roadshows (occasional overnight stays required)
What Youll Be Doing
As a Private Client Consultant, you will:
Provide expert advice on Wills, Trusts, LPAs and Probate, ensuring full legal and regulatory compliance
Draft, amend and finalise Wills and LPAs within company SLAs, delivering technically accurate, high-quality documentation
Advise clients on trust structures, inheritance tax mitigation, wealth preservation, and estate planning strategies
Build strong, long-term client relationships through a bespoke, empathetic and professional service
Conduct follow-ups after client meetings, gather outstanding information, answer queries and update CRM records
Manage client calls and emails efficiently within agreed SLAs
Prepare and submit LPA documentation, supporting clients through OPG registration requirements
Identify and refer clients for additional services where appropriate (Trusts, Life Insurance, LPAs and related products)
Attend client roadshows and regional meetings to support business growth and brand promotion
Communicate effectively with internal stakeholders, advisors and the wider team
Manage your diary proactively, coordinating travel and accommodation with team leads and the meetings team
Assist other areas of the business during peak or quieter periods
Continuously develop your legal knowledge, including undertaking further funded qualifications where required
Requirements: Law degree from an accredited institution
STEP or CILEX qualified (or actively working towards)
Proven experience in Wills, Trusts, Probate and Estate Planning
Previous Financial Services experience (e.g. mortgages, life insurance, wealth or employee benefits)
Minimum 2 years client-facing experience (face-to-face and/or virtual)
Strong working knowledge of MS Office and CRM systems
A clean driving licence and ability to travel regionally
Good transport links to London and East Grinstead (HQ)
Highly professional and presentable
Excellent written and verbal communication skills
Exceptionally strong client care skills empathetic, personable and confident
Able to explain complex legal concepts clearly and concisely
Highly organised with strong attention to detail
Comfortable working independently and as part of a team
Adaptable, proactive and resilient in a fast-paced environment
Keen to learn and progress professionally
To Apply:
For further information and to apply, please click the Apply button.
We look forward to speaking with you.
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