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Legal assistant wills, trusts & power of attorney

East Grinstead
Permanent
Legal assistant
£30,000 a year
Posted: 17 July
Offer description

Legal Consultant Wills, Trusts & LPAs (Admin Focused) Location: London-based with regional travel Salary: £28,000 £30,000 Commission Contract: Full-Time, Permanent Hours: Monday to Thursday 9am6pm, Friday 9am5pm (39 hrs/week) Start Date: Within 4 weeks Are you a confident, client-facing professional with strong administrative skills and an interest in legal services or estate planning? Were recruiting on behalf of a growing specialist consultancy offering a structured pathway into the Will writing and estate planning sector. This is an ideal opportunity for someone with experience in customer-facing advisory roles who is looking to develop a career in legal consultancy within a well-supported and values-led organisation. Key Responsibilities: Conduct structured one-to-one meetings with private clients (in person and via MS Teams/Zoom) Draft Wills and associated legal documents using proprietary software Advise clients on the best ways to structure their Wills and associated products (training provided) Prepare and manage Lasting Power of Attorney (LPA) applications Maintain accurate and up-to-date client records in CRM Follow up with clients to complete outstanding details or documentation Manage your diary and coordinate client meetings effectively Support wider team and attend regional roadshows (occasional overnight stays may be required) Essential Skills & Experience: Minimum 2 years experience in client-facing roles (both face-to-face and remote) Excellent administrative and organisational skills Confident using MS Office and business software Strong written and verbal communication A proactive, flexible, and can-do attitude Clean UK driving licence (car not required travel costs covered) Ability to work remotely and travel regularly in/around London Desirable (but not essential): Background in financial services (e.g. mortgages, insurance, estate planning) Experience in Will writing, legal administration, or LPA preparation Working towards or interested in STEP or CILEX qualifications Based in or with easy access to London Why Apply: Join a supportive and structured training programme Long-term progression opportunities within a growing business Monthly travel to HQ for development and team engagement Clear commission structure and performance-based incentives A meaningful role helping clients with important life planning decisions If you're an organised, client-focused individual looking to develop a rewarding career in legal consultancy, wed love to hear from you.

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