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

Description

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?

We’re 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 relationshipsThe role You’ll 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 registrationsYou’ll manage your own caseload, build trusted client relationships, and work closely with internal legal and operational teams. xjnqpsq

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 environmentFinancial 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

Ad ID: 5417692857