Private Client Advisor

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

Job summary

A national will writing company is looking for a Senior Private Client Consultant to provide expert estate planning services. Responsibilities include delivering Wills, Trusts, and mentoring junior staff. The ideal candidate has a STEP or CILEX qualification and at least 3 years of relevant experience. Offers a competitive salary of £35,000-£40,000 per year with hybrid working options.

Benefits

£250 referral bonus

Qualifications

• Minimum 3 years’ experience in estate planning or private client law.
• Strong client care and communication skills required.
• Professional demeanor and organisational skills are necessary.

Responsibilities

• Deliver tailored estate planning solutions, including Wills and Trusts.
• Lead client meetings both virtually and in person.
• Mentor junior team members.

Skills

Client care

Communication

Drafting skills

Organisational skills

Analytical skills

Education

STEP qualification

CILEX qualification

Law degree

Tools

MS Office

CRM systems

Job description

Service Care Solutions is working alongside a national will writing company to recruit a highly experienced and client-focused Senior Private Client Consultant. The role involves delivering expert Wills, Trusts, and Estate Planning services, providing bespoke advice, mentoring junior staff, and supporting business development, all while maintaining high standards of professionalism and care.

Role:

Senior Private Client Consultant

Salary:

£35,000-£40,000 per year (+commission)

Working:

Full-time, Hybrid (with client visits required)

Contract:

Permanent

Key Responsibilities:

• Deliver tailored estate planning solutions, including Wills, LPAs, and Trusts (inc. Sharia, ROI, Scottish, and Pilot).
• Handle complex client scenarios and legal conflicts confidently.
• 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 qualification, or Law degree from an accredited institution.
• Strong client care, communication, and drafting skills.
• Confident, empathetic, and professional demeanor.
• Strong organisational and analytical skills.
• Proficient with MS Office and CRM systems.
• Full UK driving license (car not required).

If interested, please contact Marc at Service Care Solutions on 01772 208969 or email [emailprotected].

We offer a £250 referral bonus! Refer someone suitable for this role; upon their successful placement and completion of probation, you will receive £250.

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