Private client consultant (wills, trusts, probate & lpas)

Job Description

Private Client Consultant (Wills, Trusts & LPAs) £28,000 - £30,000 | Hybrid Working | Funded STEP Qualification | Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for:

• Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning
• Drafting, reviewing and amending Wills and LPAs
• Assisting clients with inheritance tax and wealth preservation considerations
• Preparing and submitting LPAs to the Office of the Public Guardian (OPG)
• Building strong, long-term client relationships
• Maintaining accurate records using CRM systems
• Liaising with clients, colleagues and stakeholders throughout the process
• Attending occasional client events, roadshows and regional meetings
• Ensuring all work is completed accurately and within service level agreements

About YouTo be successful in this role, you will ideally have:

• A Law degree or equivalent legal qualification
• STEP or CILEX qualification (or interest in working towards)
• Strong client-facing and relationship-building skills
• Excellent drafting and communication abilities
• High levels of attention to detail and organisation
• Proficiency with Microsoft Office and CRM systems
• A full UK driving licence and willingness to travel when required

What's on Offer?

• Salary of £28,000 - £30,000
• Hybrid working
• Funded STEP qualifications
• Structured career progression to Senior Consultant level
• Ongoing professional development and training
• Exposure to complex and high-value private client work
• Supportive and collaborative working environment

This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.

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