Private Client Consultant – Wills, Trusts & Probate

Bright Hire Solutions Ltd T/A Brighthire Recruitment; East Grinstead; On-site; GBP 28,000 - 30,000; Full time

Job summary

Bright Hire Solutions Ltd T/A Brighthire Recruitment in East Grinstead is seeking a Private Client Paralegal to join a specialist firm focused on Wills, Trusts and estate planning.

You will advise on Wills, Trusts and LPAs, draft and review documents, manage client enquiries and CRM records, and help ensure timely completion of matters. A Law degree with STEP/CILEX progress and funded STEP training are desirable.

Qualifications

• Excellent communication and professional client-facing skills.
• Strong organisational abilities and attention to detail.
• Empathetic, client-focused approach and reliable with deadlines.

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 deadlines.
• Supporting clients with LPA paperwork and registration.
• Maintaining accurate client records and CRM information.
• Attending client meetings and regional roadshows as required.

Skills

Excellent communication

Organisational skills

Attention to detail

Empathetic client care

Education

Law degree or equivalent

Job description

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.

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