Senior Private Client Consultant

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

Job summary

A leading company is seeking a highly experienced Senior Private Client Consultant to provide expert Wills, Trusts, and Estate Planning services in East Grinstead. The position involves mentoring junior staff and managing complex client scenarios, with a strong focus on professionalism and client care, offering a lucrative salary and commission structure.

Benefits

£250 referral bonus after probationary period

Qualifications

• Minimum 3 years’ experience in estate planning or private client law.
• Confident, empathetic, and professional demeanor desired.
• Proficient with MS Office and CRM systems.

Responsibilities

• Deliver tailored estate planning solutions, including Wills, LPAs, and Trusts.
• Handle complex client scenarios and legal conflicts.
• Mentor junior team members and assist with training initiatives.

Skills

Client care

Communication

Drafting

Organizational

Analytical

Education

STEP or CILEX qualification

Law degree from an accredited institution

Tools

MS Office

CRM systems

Job description

Service Care Solutions are working alongside a national will writing company that is looking to recruit a highly experienced and client-focused Senior Private Client Consultant to deliver expert Wills, Trusts, and Estate Planning services. You will 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

Location: East Grinstead

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 from an accredited institution.
• Strong client care, communication, and drafting skills.
• Confident, empathetic, and professional demeanor.
• Strong organizational and analytical skills.
• Proficient with MS Office and CRM systems.
• Full UK driving license (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! If you know of anyone suitable for this position and they are placed into work, you will receive £250 after their probationary period.

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