Private Client Consultant – Wills, Trusts & Probate

Brighthire Solutions Ltd T/A Brighthire Recruitmen; East Grinstead; Sur place; GBP 28 000 - 30 000; Plein temps

Avantages offerts par ce poste

STEP training funded

Career development opportunities

Travel-friendly role

Résumé du poste

Brighthire Solutions Ltd T/A Brighthire Recruitmen is seeking a Private Client Paralegal to develop their career in Wills, Trusts and estate planning in East Grinstead.

You will support lawyers with Wills, Trusts and LPAs, draft documents, manage client enquiries and attend client meetings across regional roadshows. A Law degree and STEP/CILEX eligibility are desirable; a full driving licence and willingness to travel are essential.

Qualifications

• Law degree from an accredited university.
• STEP or CILEX qualification, or working towards one.
• Experience in Wills, Trusts, Probate or estate planning.

Responsabilités

• Advising clients on Wills, Trusts, LPAs and estate planning.
• Drafting and reviewing Wills and Lasting Powers of Attorney.
• Managing client enquiries, appointments and follow-ups.
• Ensuring documents are accurate and meet deadlines.
• Supporting LPA paperwork and registrations.
• Maintaining accurate client records and CRM data.
• Attending client meetings and regional roadshows as required.

Connaissances

Communication skills

Attention to detail

Client care

Driving licence

Formation

Law degree

STEP or CILEX qualification

Description du poste

Location: East Grinstead

Salary: £28,000–£30,000 per annum

Hours: 39 hours per week, Monday to Friday

Do you have experience in Private Client Work or with Will Writing or as a Private Client Paralegal, looking to develop your career in Wills, Trusts and estate planning?

An exciting opportunity has arisen to join a specialist Will-writing business supporting employees of major multinational companies with their legal and estate planning needs.

Working as part of an experienced team, you will advise clients on Wills, Trusts, Lasting Powers of Attorney (LPAs) and estate planning, providing a professional, personalised service from initial consultation through to completion.

Key responsibilities:

• Advising clients on Wills, Trusts, LPAs and estate planning.
• Drafting and reviewing Wills and Lasting Powers of Attorney.
• Managing client enquiries, appointments and follow-ups.
• Ensuring legal documents are accurate and completed within agreed deadlines.
• Supporting clients with LPA paperwork and registration.
• Maintaining accurate client records and CRM information.
• Attending client meetings and regional roadshows as required.

Desirable:

• A Law degree from an accredited university or college
• Previous experience in Wills, Trusts, Probate and estate planning.
• STEP or CILEX qualified, or currently working towards a qualification - This role does offer fully funded STEP training.
• Previous financial services experience, such as mortgages or life insurance.

Essential:

• Excellent communication, organisation and attention to detail.
• A professional, empathetic approach to client care.
• A full clean driving licence and flexibility to travel.

What's on offer?

• Salary of £28,000–£30,000, depending on experience.
• Company-funded support towards STEP qualifications.
• Ongoing professional development and career progression opportunities.
• The opportunity to develop specialist expertise within a supportive, experienced team.

If you're looking to build your career in private client services and have the relevant legal and estate planning experience, we'd love to hear from you