Wills, Trusts & LPA Consultant - Hybrid, Commission

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

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.