Private Client Advisor

JR United Kingdom; Crawley; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A reputable consulting firm is seeking a Senior Private Client Consultant in Crawley to deliver expert services in Wills, Trusts, and Estate Planning. The role requires at least 3 years in estate planning and strong communication skills. Offering a salary of £35,000 to £40,000 plus commission. The position supports hybrid working with some client visits. Ideal candidates will demonstrate client care proficiency and mentoring abilities.

Benefits

£250 referral bonus

Mentoring opportunities

Qualifications

• Minimum 3 years’ experience in estate planning or private client law.
• Comfortable handling complex client scenarios and legal conflicts.
• Empathetic and professional in client interactions.

Responsibilities

• Deliver tailored estate planning solutions.
• Mentor junior team members and assist with training initiatives.
• Identify business opportunities and support lead generation.

Skills

Client care

Communication

Drafting skills

Organisational skills

Analytical skills

Education

STEP, CILEX qualified, or Law degree

Tools

MS Office

CRM systems

Job description

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Private Client Advisor, crawley, west sussex

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Client:

Service Care Solutions

Location:

crawley, west sussex, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

22.08.2025

Expiry Date:

06.10.2025

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Job Description:

Service Care Solutions are working alongside national will writing company who looking to recruit a highly experienced and client-focused Senior Private Client Consultant to deliver expert Wills, Trusts, and Estate Planning services. You’ll provide bespoke advice, mentor junior staff, and support business development, all while upholding the highest standards of professionalism and care. Please find a description of the role below.

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, LPAs, and Trusts (inc. 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).

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! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

If you have any questions or queries, please don't not hesitate to ask.