Wills, Trusts and LPA Consultant

First Recruitment Services; East Grinstead; Hybrid; GBP 29,000 - 30,000; Full time

Job summary

A reputable law-based client in East Grinstead seeks a Wills, Trusts and LPA Consultant. The role involves offering expert advice to clients, maintaining strong client relationships, and managing Wills/Trust-related paperwork. Ideal candidates should possess excellent communication skills and experience in Financial Services. This position provides a pathway for career advancement in a friendly and successful environment.

Benefits

Generous commission scheme

Excellent all-round company benefits

Qualifications

• Experience in Financial Services – Mortgages, Life insurance, etc.
• Experience in Wills, Trusts, Probate, and Estate Planning (desirable)
• STEP or CILEX qualified (or working towards) – Desirable

Responsibilities

• Offer expert advice on Will/Trusts/LPAs compliance.
• Build strong client relationships with bespoke service.
• Draft and revise Wills and LPAs within SLAs.

Skills

Excellent verbal and written communication skills

Exceptional client care skills

Ability to work under pressure

Team working

Education

Degree in law (desirable)

Job description

• Position: Wills, Trusts and LPA Consultant
• Salary: £29,000 – £30,000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme.
• 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 Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business.

The role – Wills, Trusts and LPA Consultant

The role of a Private Client (Wills, Trusts and LPA’s) Consultant encompasses offering advice to clients.

You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate.

The role – duties and responsibilities

• Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws.
• Building and maintaining strong client relationships, offering a bespoke and caring service.
• Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products.
• Prioritising work so that deadlines and company service level agreements (SLA’s) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records.
• Following up with clients after their initial meeting to obtain any outstanding information
• Drafting and revising Wills and LPAs within company SLAs.
• Answering client calls and emails within company SLAs.
• Preparing LPA forms, supporting with submitting & registering.
• Attending regional client meetings. An overnight stay may be required on occasions.
• Diary management – review and maintain your diary weekly.
• Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation.

Experience, competencies and knowledge required:

• Excellent verbal and written communication skills along with exceptional client care skills
• Works well under pressure on own and as part of a team.
• Previous experience in Financial Services – Mortgages, Life insurance etc.
• A degree in law is desirable – NOT ESSENTIAL
• Experience in Wills, Trusts, Probate and Estate Planning is desirable – NOT ESSENTIAL
• STEP or CILEX qualified (or working towards) – Desirable – NOT ESSENTIAL – Training courses will be provided.
• Full UK driving licence (own car not required).

This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities.

For more information regarding this new and exciting Wills, Trusts and LPA 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 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.