Senior Private Client Consultant – Wills, Trusts, Probate and Estate Planning

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

Job summary

A reputable law-based client is seeking a Senior Private Client Consultant specializing in Wills, Trusts, and LPAs to join their East Grinstead offices. This role offers a competitive salary, uncapped commission, and a chance to be part of a friendly, supportive team. The ideal candidate will have strong experience in private clients and excellent communication skills, with opportunities for remote work as well.

Benefits

Uncapped commission

Excellent company benefits

Qualifications

• Strong experience in Wills, Trusts, Probate, and Estate planning.
• Excellent verbal and written communication skills.
• Full UK driving license preferred, commuting distance to East Grinstead.

Responsibilities

• Build and maintain strong client relationships with bespoke service.
• Fluent in delivering England & Wales Wills and LPAs.
• Support and mentor other consultants with complex queries.

Skills

Communication

Client Care

Detail Orientation

Research Skills

Education

STEP qualifications

CILEX

Law degree

Tools

MS Office

Job description

• Position: Senior Private Client Consultant – Wills, Trusts and LPA’s
• Salary: £36,000 – £38,000 per annum plus uncapped commission. Excellent all round company benefits
• Location: East Grinstead, West Sussex
• Hours: Monday – Friday office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites
• Office based in East Grinstead with parking available on site for staff – also close to the station area.

We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Senior Private Client Consultant Wills, Trusts and LPA’s to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. You will have strong experience of private client-facing experience in the field and will be well-versed in the Will Writing practices and advice.

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

Duties and responsibilities –Senior Private Client Consultant Wills, Trusts and LPA’s

• 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 deliveringAdvanced Serviceby addressing the correct issues as well as advising and incorporating the correct Trust to meet the client’s needs.
• Competent in delivering additional services such as ROI, Sharia, Scottish and Pilot Trust services
• Strong attention to detail. Exemplary delivery of Standard and Advance 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 sessions.
• Support and mentor other Consultants and the wider team with ad-hoc issues and complex queries.
• Help to 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 level of and proven 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 / working

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

For more information regarding this new and exciting Senior Private Client Consultant Wills, Trusts and LPA’s 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 a person’s 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.