Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications

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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?
Were 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 relationships
The role Youll 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 registrations
Youll 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 environment
Financial 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 culture

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Location:
East Grinstead
Salary:
£30,000
Job Type:
FullTime
Category:
Consulting;Customer Service

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