Hiring Now: Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications Near You – Apply Today!
Your Next Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications Job Starts Here – Apply Now!
Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications
Job Posted: 18 days ago
Salary: £ 28,000 - 30,000 / Annum
Job Type: Permanent
Location: East Grinstead
Expire in: 9 days
Job Description
Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications
Hybrid | Advisory-focused | No fee targets
Are you working in Private Client and enjoying the advisory side, but feeling weighed down by billing targets, time recording, or law firm politics?
We’re recruiting a Private Client Consultant to join a growing estate planning and financial services organisation. This role focuses on advising pre-qualified clients who have already accessed Will-writing services through an employee benefits platform — meaning no cold sales and no business development pressure.
Why this role stands out
Clients are already engaged — no chasing work
Focus on quality advice and drafting, not billable hours
Funded STEP qualifications and structured progression
Hybrid working with autonomy and flexibility
Exposure to complex estates and long-term client relationshipsThe role You’ll advise clients on:
Wills, Trusts and Lasting Powers of Attorney
Estate planning and inheritance tax considerations
Drafting and amending Wills and LPAs within agreed SLAs
Preparing and submitting LPAs, including OPG registrationsYou’ll manage your own caseload, build trusted client relationships, and work closely with internal legal and operational teams.
About you:
Law graduate or Private Client professional with 2+ years’ experience
Background in Wills, Trusts, LPAs or Estate Planning
STEP or CILEX qualified (or actively working towards)
Comfortable in a client-facing, advisory environmentFinancial services experience is beneficial but not essential.
Career development
Fully funded STEP qualifications
Clear progression to Senior Consultant
Ongoing training, mentoring and support
Collaborative, people-first cultureBefore You Apply
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Looking for your next career move? Join a top company hiring Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications job near me in East Grinstead! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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