Service Care Solutions is working alongside a national will writing company to recruit a highly experienced and client-focused Senior Private Client Consultant. The role involves delivering expert Wills, Trusts, and Estate Planning services, providing bespoke advice, mentoring junior staff, and supporting business development, all while maintaining high standards of professionalism and care.
Role:
Senior Private Client Consultant
Salary:
£35,000-£40,000 per year (+commission)
Working:
Full-time, Hybrid (with client visits required)
Contract:
Permanent
Key Responsibilities:
* Deliver tailored estate planning solutions, including Wills, LPAs, and Trusts (inc. Sharia, ROI, Scottish, and Pilot).
* Handle complex client scenarios and legal conflicts confidently.
* Maintain high accuracy in drafting and documentation.
* Lead client meetings, both virtually and face-to-face.
* 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.
* STEP, CILEX qualification, or Law degree from an accredited institution.
* Strong client care, communication, and drafting skills.
* Confident, empathetic, and professional demeanor.
* Strong organisational and analytical skills.
* Proficient with MS Office and CRM systems.
* Full UK driving license (car not required).
If interested, please contact Marc at Service Care Solutions on 01772 208969 or email [emailprotected].
We offer a £250 referral bonus! Refer someone suitable for this role; upon their successful placement and completion of probation, you will receive £250.
If you have any questions, please don't hesitate to ask.
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