Private Client Legal Advisor

CRA Legal; Chesterfield; On-site; GBP 26,000 - 33,000; Full time

Job summary

CRA Legal is seeking a Private Client Adviser to join their Chesterfield team. The role involves drafting Wills, facilitating estate planning, and aiding clients with sensitive personal matters. Candidates should have a legal background with strong interpersonal skills, and the firm supports ongoing qualifications like STEP or CTA.

Qualifications

• Experience in private client or legal advisory settings.
• Interest in developing knowledge in trusts and tax.

Responsibilities

• Draft and review Wills and assist in estate planning.
• Liaise with Executors and families to support estate administration.
• Maintain accurate and organised client records.

Skills

Interpersonal Skills

Communication Skills

Detail-oriented

Organisational Skills

Job description

Private Client Adviser
Chesterfield
£26,000 - £33,000

About the Firm & Role:
CRA Consulting are proud to be working with a long-established, award-winning firm with over 100 years' experience in their field. Due to continued growth, they are now seeking a Private Client Adviser to join their successful and collaborative Private Client team at their Chesterfield office.

This is an exciting opportunity for someone with experience in Will drafting, estate administration, or private client legal work, who is looking to grow their career in a dynamic and multidisciplinary environment. The role is ideally suited to individuals from a legal, financial, or accountancy background who are passionate about supporting individuals and families with sensitive and important life matters.

You will be supporting clients on a wide range of personal and family issues, including Wills, estate planning, and inheritance matters, while also having the opportunity to develop expertise in Trusts, IHT planning, and broader private client tax work.
The firm also offers structured support toward qualifications such as STEP or CTA, depending on your career interests.

Key Responsibilities:

• Draft and review Wills and assist in estate planning discussions with clients
• Liaise with Executors, Trustees, and families to support estate administration
• Prepare documents and correspondence including letters, Will clauses, and checklists
• Work closely with senior team members to deliver clear, sensitive advice
• Collaborate across departments and with external professionals to provide a seamless client service
• Maintain accurate and organised client records and ensure regular follow-up
• Keep up to date with legislation relevant to Wills, estates, and inheritance
• Learn internal processes and build knowledge in tax systems and estate planning

About You:

• Experience in a private client, probate, or legal advisory setting (e.g., Will drafting or estate administration)
• Strong interpersonal and communication skills with a client-focused mindset
• Highly organised, detail-oriented, and proactive
• Willing to develop broader knowledge in trusts and tax (training provided)
• Interest in pursuing STEP or CTA qualifications (optional, not essential)

How to Apply:
If this vacancy is of interest, please click the apply button. Alternatively, for a confidential discussion, contact Ross Roberts on 0114 241 8030 .
Looking for more opportunities? Visit our careers page at www.craconsultants.com/jobs