Senior Private Client Consultant

First Recruitment Services; England; Hybrid; GBP 36,000 - 38,000; Full time

Job summary

A reputable law-based client in East Grinstead is seeking a Senior Private Client Consultant to focus on Wills, Trusts, and LPAs. The role offers a full-time opportunity with a competitive salary of £36,000–£38,000 per annum plus commission. Responsibilities include providing tailored services, research on complex legal issues, and mentoring team members. Ideal candidates will have strong experience in estate planning and relevant qualifications.

Benefits

Uncapped commission

On-site parking

Excellent all-round company benefits

Qualifications

• Strong experience in Wills, Trusts, Probate and Estate planning.
• Completed STEP qualifications, CILEX or Law degree from an accredited university.
• Excellent verbal and written communication skills.

Responsibilities

• Building and maintaining strong relationships with clients.
• Delivering England & Wales Wills and LPAs to clients.
• Researching complex issues and law updates regularly.

Skills

Experience in Wills, Trusts, Probate and Estate planning

Excellent verbal and written communication skills

Exceptional client care skills

Confidence in managing emails/admin and using MS Office

Education

Completed STEP qualifications, CILEX or Law degree

Job description

Overview

We are partnered with a reputable, professional law-based client seeking a Senior Private Client Consultant (Wills, Trusts and LPAs) to join their team in East Grinstead. The role focuses on private client-facing work, with strong experience in Will Writing and related advice.

The Senior Private Client Consultant uses their knowledge to help the company improve operations, increase efficiency and support growth.

Role

Senior Private Client Consultant – Wills, Trusts and LPAs

Full-time permanent role – Monday to Friday office-based hours. Opportunity to work 2–3 days per week from the office and the rest from home or client sites.

Office based in East Grinstead with on-site parking and close to the station area.

Salary: 36,000–38,000 per annum plus uncapped commission. Excellent all-round company benefits.

This is a superb opportunity to join a busy team within a friendly and successful organisation.

Duties and responsibilities

• Building and maintaining strong relationships, offering bespoke and empathetic service and support to clients.
• Fluent and able to seamlessly deliver England & Wales Wills and LPAs to clients.
• Fluent and confident in delivering Advanced Service by addressing the correct issues and advising on the correct Trusts to meet the client’s needs.
• Competent in delivering additional services such as ROI, Sharia, Scottish and Pilot Trust services.
• Strong attention to detail with exemplary delivery of Standard and Advanced Will Drafts and Final Versions.
• Research complex issues and law updates regularly.
• Support the Senior Management team by actively participating in discussions, research, training and brainstorming.
• Support and mentor other Consultants and the wider team with ad-hoc issues and complex queries.
• Help promote the business to identify and generate new business opportunities.
• Attend client meetings, including home visits and regional trips.

Experience, competencies and knowledge required

• Strong experience in Wills, Trusts, Probate and Estate planning.
• Completed STEP qualifications, CILEX or Law degree from an accredited university.
• Excellent verbal and written communication skills.
• Exceptional client care skills; empathetic and personable.
• Able to convey complex information in a simple way.
• Confident with managing emails/admin and using MS Office.
• Full UK driving licence (own car not required).
• Based within close commuting distance to East Grinstead for office-based days.

How to apply and notices

For more information regarding this Senior Private Client Consultant opportunity, please apply now. Short-listing will take place soon — don’t miss out.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy.

Please note that no terminology in this advert is intended to discriminate on the grounds of gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.