Private Client Advisor

Service Care Solutions; East Grinstead; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A leading company in legal services is seeking a Senior Private Client Consultant to provide bespoke advice on Wills, Trusts, and Estate Planning. This permanent, full-time role combines client interaction with mentoring junior staff and supporting business development. The ideal candidate will possess significant experience in private client law and demonstrate strong client care and professional skills.

Benefits

Referral bonus of £250

Qualifications

• Minimum 3 years’ experience in estate planning or private client law.
• Confident, empathetic, and professional demeanor.
• Strong organisational skills.

Responsibilities

• Deliver tailored estate planning solutions including Wills and Trusts.
• Mentor junior team members and assist with training.
• Lead client meetings and workshops.

Skills

Client care

Communication

Analytical skills

Education

STEP qualification or Law degree

Tools

MS Office

CRM systems

Job description

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Service Care Solutions provided pay range

This range is provided by Service Care Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Service Care Solutions

Associate Recruitment Consultant at Service Care Solutions

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 [e-mail].

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services

Referrals increase your chances of interviewing at Service Care Solutions by 2x

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