Private Client Adviser
Chesterfield
£26,000 - £33,000
About the Firm & Role:
CRA Consulting are proud to be working with a long-established, award-winning firm with over 100 years' experience in their field. Due to continued growth, they are now seeking a Private Client Adviser to join their successful and collaborative Private Client team at their Chesterfield office.
This is an exciting opportunity for someone with experience in Will drafting, estate administration, or private client legal work, who is looking to grow their career in a dynamic and multidisciplinary environment. The role is ideally suited to individuals from a legal, financial, or accountancy background who are passionate about supporting individuals and families with sensitive and important life matters.
You will be supporting clients on a wide range of personal and family issues, including Wills, estate planning, and inheritance matters, while also having the opportunity to develop expertise in Trusts, IHT planning, and broader private client tax work.
The firm also offers structured support toward qualifications such as STEP or CTA, depending on your career interests.
Key Responsibilities:
* Draft and review Wills and assist in estate planning discussions with clients
* Liaise with Executors, Trustees, and families to support estate administration
* Prepare documents and correspondence including letters, Will clauses, and checklists
* Work closely with senior team members to deliver clear, sensitive advice
* Collaborate across departments and with external professionals to provide a seamless client service
* Maintain accurate and organised client records and ensure regular follow-up
* Keep up to date with legislation relevant to Wills, estates, and inheritance
* Learn internal processes and build knowledge in tax systems and estate planning
About You:
* Experience in a private client, probate, or legal advisory setting (e.g., Will drafting or estate administration)
* Strong interpersonal and communication skills with a client-focused mindset
* Highly organised, detail-oriented, and proactive
* Willing to develop broader knowledge in trusts and tax (training provided)
* Interest in pursuing STEP or CTA qualifications (optional, not essential)
How to Apply:
If this vacancy is of interest, please click the apply button. Alternatively, for a confidential discussion, contact Ross Roberts on 0114 241 8030 .
Looking for more opportunities? Visit our careers page at www.craconsultants.com/jobs
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