Legal Advisor - Wills & Trusts (Entry-Level Opportunity)

Minerva Recruitment; United Kingdom; On-site; GBP 28,000 - 30,000; Full time

Job summary

A leading provider of will writing and estate planning services is seeking a Legal Consultant to advise clients on Wills, Trusts, and Lasting Powers of Attorney (LPAs). The role involves client meetings, document drafting, and ensuring compliance with legal requirements, offering a competitive salary and commission.

Qualifications

• At least 2 years of client-facing experience.
• Strong interpersonal, organizational, and communication skills.
• Proficient in Microsoft Office and email management.

Responsibilities

• Conduct face-to-face and virtual client meetings to provide will-writing advice.
• Draft Wills, Trusts, and LPAs using internal systems.
• Manage and update CRM records.

Skills

Interpersonal skills

Organizational skills

Communication skills

Education

Recent legal graduates

Tools

Microsoft Office

Job description

Legal Consultant (Wills, Trusts, and LPAs)

Salary: 28,000 - 30,000 + commission

Hours: Monday-Thursday 9am-6pm, Friday 9am-5pm (39 hours per week)

Start Date: Within 4 weeks

A specialist provider of will writing and estate planning services is seeking a Legal Consultant to advise clients on Wills, Trusts, and Lasting Powers of Attorney (LPAs). The role involves conducting client meetings, drafting documents, and providing expert guidance on estate planning.

Key Responsibilities:

1. Conduct face-to-face and virtual client meetings to provide will-writing advice
2. Draft Wills, Trusts, and LPAs using internal systems
3. Follow up with clients to gather necessary information and finalize documents
4. Manage and update CRM records
5. Support clients with LPA submissions and ensure compliance with legal requirements
6. Attend client roadshows and regional meetings, with occasional overnight stays
7. Maintain diary management and coordinate travel arrangements

Candidate Requirements:

• Recent legal graduates will be considered (please note: training contracts are not available at this stage)
• At least 2 years of client-facing experience (face-to-face and via Teams/Zoom)
• Clean driving license (own car not required)
• Strong interpersonal, organizational, and communication skills
• Proficient in Microsoft Office and email management
• Ability to work independently and manage time effectively
• Willingness to travel in and around London, including regional trips

Desirable:

• Experience in financial services (e.g., mortgages, life insurance)
• Knowledge of will writing or estate planning (not essential)
• STEP or CILEX qualification (or currently studying)