Private Client Advisor

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

Job summary

A leading company in the estate planning sector is seeking a Senior Private Client Consultant to provide expert advice on Wills, Trusts, and estate planning. This full-time, hybrid role offers competitive salary and commission, with opportunities for mentorship and professional growth within a supportive team environment.

Benefits

Referral bonus of £250

Qualifications

• Minimum 3 years’ experience in estate planning or private client law.
• STEP, CILEX qualified, or Law degree.
• Strong client care, communication, and drafting skills.

Responsibilities

• Deliver tailored estate planning solutions including Wills and Trusts.
• Mentor junior team members and assist with training initiatives.
• Lead client meetings, both virtually and face-to-face.

Skills

Client care

Communication

Drafting

Organisational

Analytical

Education

STEP

CILEX

Law degree from an accredited institution

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:

5

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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.