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

Job Description Private Client Consultant Wills & LPAs 28,000 30,000 + funded STEP qualificationsHybrid | 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 outClients are already engaged no chasing workFocus on quality advice and drafting, not billable hoursFunded STEP qualifications and structured progressionHybrid working with autonomy and flexibilityExposure to complex estates and long-term client relationshipsThe role Youll advise clients on:Wills, Trusts and Lasting Powers of AttorneyEstate planning and inheritance tax considerationsDrafting and amending Wills and LPAs within agreed SLAsPreparing and submitting LPAs, including OPG registrationsYoull 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 experienceBackground in Wills, Trusts, LPAs or Estate PlanningSTEP or CILEX qualified (or actively working towards)Comfortable in a client-facing, advisory environmentFinancial services experience is beneficial but not essential. Career developmentFully funded STEP qualificationsClear progression to Senior ConsultantOngoing training, mentoring and supportCollaborative, people-first cultureJBRP1_UKTJ

Created: 2026-01-14