Private Client Consultant - Wills & Estate Planning x2£30,000 Per AnnumFull-Time | PermHybrid home working combined with regular client meetings and visits to Head Office (East Grinstead)About the Role:Our client are recruiting 2 experiencedPrivate Client Consultantsto join their growing team, supporting clients who have chosen Will-writing services through their employee benefits platform.This is a client-facing advisory role where empathy, technical excellence and confidence are key.You will provide trusted, compliant advice acrossWills, Trusts, Lasting Powers of Attorney and Probate, helping clients protect their assets and plan for the future with clarity and reassurance.Key Details:Working pattern:Hybrid home working combined with regular client meetings and visits to Head Office (East Grinstead)Hours:39 hours per weekMonThu: 9:00am6:00pmFri: 9:00am5:00pmTravel:Regional client meetings and roadshows (occasional overnight stays required)What Youll Be DoingAs a Private Client Consultant, you will:Provide expert advice onWills, Trusts, LPAs and Probate, ensuring full legal and regulatory complianceDraft, amend and finalise Wills and LPAs within company SLAs, delivering technically accurate, high-quality documentationAdvise clients on trust structures, inheritance tax mitigation, wealth preservation, and estate planning strategiesBuild strong, long-term client relationships through a bespoke, empathetic and professional serviceConduct follow-ups after client meetings, gather outstanding information, answer queries and update CRM recordsManage client calls and emails efficiently within agreed SLAsPrepare and submit LPA documentation, supporting clients through OPG registration requirementsIdentify and refer clients for additional services where appropriate (Trusts, Life Insurance, LPAs and related products)Attend client roadshows and regional meetings to support business growth and brand promotionCommunicate effectively with internal stakeholders, advisors and the wider teamManage your diary proactively, coordinating travel and accommodation with team leads and the meetings teamAssist other areas of the business during peak or quieter periodsContinuously develop your legal knowledge, including undertaking further funded qualifications where requiredRequirements:Law degree from an accredited institutionSTEP or CILEX qualified (or actively working towards)Proven experience in Wills, Trusts, Probate and Estate PlanningPrevious Financial Services experience (e.g. mortgages, life insurance, wealth or employee benefits)Minimum 2 years client-facing experience (face-to-face and/or virtual)Strong working knowledge of MS Office and CRM systemsA clean driving licence and ability to travel regionallyGood transport links to London and East Grinstead (HQ)Highly professional and presentableExcellent written and verbal communication skillsExceptionally strong client care skills empathetic, personable and confidentAble to explain complex legal concepts clearly and conciselyHighly organised with strong attention to detailComfortable working independently and as part of a teamAdaptable, proactive and resilient in a fast-paced environmentKeen to learn and progress professionallyTo Apply:For further information and to apply, please click the Apply button.We look forward to speaking with you.JBRP1_UKTJ