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

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

If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
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. xwzovoh
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