Job Description
Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications
Hybrid | Advisory-focused | No fee targets
Are you working in Private Client and enjoying the advisory side, but feeling weighed down by billing targets, time recording, or law firm politics?
Were recruiting a Private Client Consultant to join a growing estate planning and financial services organisation. This role focuses on advising pre-qualified clients who have already accessed Will-writing services through an employee benefits platform meaning no cold sales and no business development pressure.
Why this role stands out
* Clients are already engaged no chasing work
* Focus on quality advice and drafting, not billable hours
* Funded STEP qualifications and structured progression
* Hybrid working with autonomy and flexibility
* Exposure to complex estates and long-term client relationships
The role Youll advise clients on:
* Wills, Trusts and Lasting Powers of Attorney
* Estate planning and inheritance tax considerations
* Drafting and amending Wills and LPAs within agreed SLAs
* Preparing and submitting LPAs, including OPG registrations
Youll manage your own caseload, build trusted client relationships, and work closely with internal legal and operational teams.
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