Legal Consultant

Service Care Solutions; East Grinstead; Hybrid; GBP 28,000 - 30,000; Full time

Job summary

A specialist Will Writing Company is seeking a Will Writing Consultant to manage client relationships and assist with Will structuring. This role offers a salary between £28,000 and £30,000 per year, along with a hybrid working model, requiring 1 to 2 days in the office weekly. Ideal candidates will have a strong legal background and excellent client communication skills.

Benefits

£250 referral bonus

Hybrid work model

Qualifications

• Experience in client-facing roles, preferably in legal or estate planning.
• Knowledge of wills and legal documentation.
• Ability to work independently and in a team.

Responsibilities

• Follow up with clients to obtain outstanding information for Wills.
• Conduct face-to-face meetings with clients to advise on Will structuring.
• Draft, revise, and chase missing information for Wills.

Skills

Client communication

Legal knowledge

CRM management

Job description

Service Care Solutions is working alongside a specialist Will Writing Company that is recruiting for a Will Writing Consultant to join their team on a permanent basis. Please find the role details below.

Role:

Legal Consultant

Salary:

£28,000 to £30,000 per year (+ commission)

Working:

Hybrid (1 to 2 days in office per week)

Location:

London and EG.

Role Overview:

• Follow up with clients to obtain outstanding information and finalise Wills.
• Conduct face-to-face meetings with clients to advise on Will structuring and refer for additional services (e.g., trusts, life insurance, LPAs).
• Update CRM and manage client calls/emails.
• Draft, revise, and chase missing information for Wills.
• Assist clients with LPA forms, submission, and registration.
• Support client roadshows and attend regional meetings (overnight travel may be required).
• Manage diary and coordinate travel/accommodation with the Meetings team.
• Assist other business areas during busy or quiet periods.
• Promote business and generate new client opportunities.
• Support the team of consultants when needed.

If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on 01772 208969 or email [emailprotected].

Service Care Solutions also offers a £250 referral bonus! If you know someone suitable for this position and they are placed into work, you will receive £250 after their probationary period.

If you have any questions or queries, please do not hesitate to ask.