Senior Private Client Consultant - Wills, Trusts and LPA's
Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites.
Office based in East Grinstead with parking available on site for staff - also close to the station area.
Salary £36000-£38000 per annum plus uncapped commission. Excellent all round company benefits.
Duties and responsibilities
* Building and maintaining strong relationships, offering bespoke and empathetic service and support to clients.
* Fluent and able to seamlessly deliver England & Wales Wills and LPAs to clients.
* Fluent and confident in delivering Advanced Service by addressing the correct issues as well as advising and incorporating the correct Trust to meet the client's needs.
* Competent in delivering additional services such as ROI, Sharia, Scottish and Pilot Trust services.
* Strong attention to detail. Exemplary delivery of Standard and Advance Will Drafts and Final Versions.
* Research complex issues and law updates regularly.
* Support the Senior Management team by actively participating in discussions, research, training and brainstorming sessions.
* Support and mentor other Consultants and the wider team with ad-hoc issues and complex queries.
* Help to promote the business to identify and generate new business opportunities.
* Attend client meetings, including home visits and regional trips.
Experience, competencies and knowledge required
* Strong level of and proven experience in Wills, Trusts, Probate and Estate planning.
* Completed STEP qualifications, CILEX or Law degree from an accredited university.
* Excellent verbal and written communication skills.
* Exceptional client care skills. Empathetic and personable.
* Able to convey complex information in a simple way.
* Confident with managing emails / admin and using MS Office.
* Full UK driving licence (own car not required).
* Based within close commuting distance to East Grinstead for office based days / working.
For more information regarding this new and exciting Senior Private Client Consultant Wills, Trusts and LPA's opportunity, please apply now! Short-listing will take place soon - don't miss out!
Wild Recruitment Ltd T / A First Recruitment Services is acting as an Employment Agency in relation to this vacancy.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.
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