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Risk management advisor

East Grinstead
Service Care Solutions
Risk manager
Posted: 24 June
Offer description

Service Care Solutions are working alongside national will writing company who looking to recruit a highly experienced and client-focused Senior Private Client Consultant to deliver expert Wills, Trusts, and Estate Planning services. You’ll provide bespoke advice, mentor junior staff, and support business development, all while upholding the highest standards of professionalism and care. Role: Senior Private Client Consultant
Full-time, Hybrid (requirement for client visits)
Contract: Permanent.

Deliver tailored estate planning solutions, including Wills, LPAs, and Trusts (inc. Confidently handle complex client scenarios and legal conflicts.
Mentor junior team members and assist with training initiatives.
Support team leaders and management on projects and process improvements.
Resolve client complaints in partnership with the Complaints Manager.
Contribute to webinars, training sessions, and cross-department collaboration.
Identify business opportunities and support lead generation.
Minimum 3 years’ experience in estate planning or private client law.
Comfortable with MS Office and CRM systems.
Full UK driving licence (car not required).

If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on 01772 208969 or email marc.Service Care Solutions also offers a £250 referral bonus!

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