Overview
Senior Private Client Consultant role with a national will writing company. You’ll deliver bespoke advice, mentor junior staff, and support business development while upholding the highest standards of professionalism and care.
Role
Senior Private Client Consultant
Salary
£35,000-£40,000 per year (+commission)
Working
Full-time, Hybrid (requirement for client visits)
Contract
Permanent
Key Responsibilities
* Deliver tailored estate planning solutions, including Wills, Lasting Powers of Attorney (LPAs), and Trusts (including Sharia, ROI, Scottish, and Pilot).
* Confidently handle complex client scenarios and legal conflicts.
* 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 qualified, or Law degree (accredited institution).
* Strong client care, communication, and drafting skills.
* Confident, empathetic, and professional.
* Strong organisational and analytical skills.
* Comfortable with MS Office and CRM systems.
* Full UK driving licence (car not required).
Qualifications
* Minimum 3 years’ experience in estate planning or private client law.
* STEP, CILEX qualified, or Law degree (accredited institution).
* Strong client care, communication, and drafting skills.
* Confident, empathetic, and professional.
* Strong organisational and analytical skills.
* Comfortable with MS Office and CRM systems.
* Full UK driving licence (car not required).
Location/How to apply
Location: East Grinstead, England, United Kingdom. For inquiries, contact the recruiter accordingly.
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