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

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 TPBN1_UKTJ

Created: 2026-01-14