Trainee Private Client Legal Advisor

3 weeks ago

chesterfield, United Kingdom CRA Consulting Full time

Trainee Private Client Adviser Chesterfield £24,000- £27,000 About the Firm & Role: CRA Consulting are proud to be working with a long-established, award-winning firm with over 100 years’ experience in their field. Due to continued growth, they are now seeking a Trainee Private Client Adviser to join their successful and collaborative Private Client team at their Chesterfield office. This is an exciting opportunity for an individual either will a footing within estate planning/will drafting or a genuine passion for the estate planning sector and looking to begin their career in this field. You will be supporting clients on a wide range of personal and family issues, including Wills, estate planning, and inheritance matters, while also having the opportunity to develop expertise in Trusts, IHT planning, and broader private client tax work. The firm also offers structured support toward qualifications such as STEP or CTA, depending on your career interests. Key Responsibilities: Draft and review Wills and assist in estate planning discussions with clients Liaise with Executors, Trustees, and families to support estate administration Prepare documents and correspondence including letters, Will clauses, and checklists Work closely with senior team members to deliver clear, sensitive advice Collaborate across departments and with external professionals to provide a seamless client service Maintain accurate and organised client records and ensure regular follow-up Keep up to date with legislation relevant to Wills, estates, and inheritance Learn internal processes and build knowledge in tax systems and estate planning About You: Strong interpersonal and communication skills with a client-focused mindset Highly organised, detail-oriented, and proactive Willing to develop broader knowledge in trusts and tax (training provided) Interest in pursuing STEP or CTA qualifications (optional, not essential) How to Apply: If this vacancy is of interest, please click the apply button. Alternatively, for a confidential discussion, contact Ross Roberts on . Looking for more opportunities? Visit our careers page at

  • Trainee Private Client Legal Advisor

    4 weeks ago

    Chesterfield, United Kingdom CRA Consulting Full time

    Trainee Private Client AdviserChesterfield£24,000- £27,000About the Firm & Role:CRA Consulting are proud to be working with a long-established, award-winning firm with over 100 years’ experience in their field. Due to continued growth, they are now seeking a Trainee Private Client Adviser to join their successful and collaborative Private Client team at...

  • Trainee Private Client Legal Advisor

    2 weeks ago

    Chesterfield, United Kingdom CRA Consulting Full time

    Trainee Private Client AdviserChesterfield£24,000- £27,000About the Firm & Role:CRA Consulting are proud to be working with a long-established, award-winning firm with over 100 years’ experience in their field. Due to continued growth, they are now seeking a Trainee Private Client Adviser to join their successful and collaborative Private Client team at...

  • Trainee Private Client Legal Advisor

    1 week ago

    Chesterfield, Derbyshire, United Kingdom CRA Consulting Full time £24,000 - £27,000 per year

    Trainee Private Client AdviserChesterfield£24,000- £27,000About the Firm & Role:CRA Consulting are proud to be working with a long-established, award-winning firm with over 100 years' experience in their field. Due to continued growth, they are now seeking a Trainee Private Client Adviser to join their successful and collaborative Private Client team at...

  • Legal Secretary Private Client

    2 weeks ago

    Chesterfield, United Kingdom Clayton Legal Full time

    **Legal Secretary** **Chesterfield** **Up to £22,500+ Benefits** Are you a highly organised Private Client Legal Secretary looking for your next challenge? Our client a well-established South Yorkshire based Law firm, is looking to recruit an experienced Legal Secretary to join their busy Private Client Team. With an enviable reputation that is second to...

  • Legal Advisor

    4 days ago

    Chesterfield, United Kingdom Sue Ross Legal Full time

    Location: Chesterfield **Salary**: DOE Reference: 1003841 Legal Advisor: Chesterfield **Description**: After completing full training, you will be responsible for dealing with new enquiries and assessing the validity of claims. You will be joining a busy, friendly and growing team who deal with a large volume of both incoming and outgoing calls. As such,...

  • Private Client Chartered Legal Executive

    1 week ago

    Chesterfield, United Kingdom Sacco Mann Full time

    SaccoMann have been instructed on a fantastic opportunity to bring a Chartered Legal Executive to join a friendly, supportive and forward-thinking private practice based in their Chesterfield offices. Our client are known for their genuinely friendly workingenvironment, approachable directors and breadth of expertise in several areas of law, whilst offering...

  • Trainee Customer Advisor

    13 hours ago

    Chesterfield, United Kingdom Digby Morgan Full time

    summary - _ chesterfield, east midlands_ - _ £24,000 - £30,000 per year_ - _ permanent_- specialism - graduate- sub specialism - business services- reference number - PR-1194820:EM:T - job details Trainee Customer Advisor: Communications, research and project management are all functions synonymous with the client we're representing. They're looking for...

  • Legal Advisor

    4 days ago

    Chesterfield, United Kingdom Sue Ross Legal Full time

    Location: Chesterfield **Salary**: DOE Reference: 1003841 **Description**: After completing full training, you will be responsible for dealing with new enquiries and assessing the validity of claims. You will be joining a busy, friendly and growing team who deal with a large volume of both incoming and outgoing calls. As such, you should enjoy talking to...

  • Trainee Mortgage Advisor: Training, Leads

    1 week ago

    Chesterfield, United Kingdom WILLIAM H BROWN Full time

    A leading property services group in Chesterfield is seeking a Trainee Mortgage Advisor to kickstart a career in mortgage advice. You will receive exceptional training and support from industry experts, with a clear path for career progression. This role involves building strong relationships with clients, attracting new business, and guiding customers...

  • Trainee Mortgage Advisor

    1 week ago

    Chesterfield, United Kingdom WILLIAM H BROWN Full time

    Trainee Mortgage Advisor Kickstart Your Career in Mortgage Advice with the UK’s Largest Property Services Group! Are you newly qualified or looking to break into the mortgage industry? We’re on the lookout for passionate, driven individuals to join our team of Mortgage Advisors. Whether you're just starting out or looking for a fresh opportunity, you...