Wills, Trusts and LPA Consultant

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

Job summary

A professional recruitment agency seeks a Wills, Trusts, and LPA Consultant in East Grinstead. This full-time role offers a competitive salary and opportunities for career progression, with responsibilities including providing expert advice, maintaining client relationships, and drafting legal documents. Applications are encouraged as short-listing will occur soon within a supportive team environment.

Benefits

Generous commission scheme

Career development opportunities

Friendly team environment

Qualifications

• Strong verbal and written communication skills are essential.
• Ability to work under pressure both independently and as part of a team.
• Previous experience in Financial Services (Mortgages, Life insurance) is beneficial.

Responsibilities

• Provide expert advice on structuring Wills, Trusts, and LPAs.
• Build and maintain strong client relationships with bespoke services.
• Draft and revise Wills and LPAs according to SLAs.

Skills

Excellent verbal communication

Exceptional client care skills

Works well under pressure

Education

Degree in law

Job description

Overview

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

Full time permanent role - Mon-Fri 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

Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme

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

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).

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