Private Client Consultant

Private Client Consultant – Wills, Trusts & LPAs
Salary: £28,000 – £30,000

Location:

Hybrid – Home, Client Sites & Head Office

Hours:

39 hours per week
Mon–Thu 9:00–6:00 | Fri 9:00–5:00

Start Date:

February 2026
About the Role We are recruiting on behalf of a leading organisation within the Private Client, Estate Planning and Financial Services sector. This Private Client Consultant role focuses on delivering expert advice to clients who have accessed Will writing services through an employee benefits platform.
This position is ideal for a legally qualified professional with strong experience in Wills, Trusts, LPAs and Estate Planning, who enjoys client interaction and providing empathetic, compliant advice.

Key Responsibilities
Provide expert advice on Wills, Trusts, LPAs, Probate and Estate Planning
Advise clients on wealth preservation and inheritance tax considerations
Draft, amend and finalise Wills and LPAs within strict SLAs
Build trusted, long-term client relationships through a bespoke service
Prepare and submit LPAs, including OPG registrations
Follow up with clients to gather information and answer queries
Maintain accurate CRM records and legal documentation
Communicate effectively with internal teams and stakeholders
Attend client roadshows and regional meetings (overnight stays required)
Identify opportunities for referrals to additional services
Support wider business areas during peak periods
Commit to ongoing professional development and qualifications

Essential

Skills & Qualifications
Degree in Law (or equivalent)
Proven experience in Wills, Trusts, Probate and Estate Planning
Previous experience within Financial Services (e.g. Life Insurance, Mortgages)
STEP or CILEX qualified (or working towards)
Minimum 2 years’ client-facing experience
Strong drafting and technical legal skills
Excellent verbal and written communication
High attention to detail and strong time management
MS Office proficiency
Clean UK driving licence
Ability to travel to London and Head Office regularly

Career Development
Funded STEP qualifications
Clear progression to Senior Consultant level
Exposure to complex, high-value client work
Supportive, collaborative culture
Private Client Consultant, Wills, Trusts, LPA, Probate, Estate Planning, Financial Services, STEP, CILEX, Law Graduate, Hybrid Working