Senior Private Client Consultant – Wills, Trusts, Probate and Estate Planning Full TimePermanent
3 days ago
Position: Senior Private Client Consultant – Wills, Trusts and LPA’s Salary: £36,000 – £38,000 per annum plus uncapped commission. Excellent all round company benefits Location: East Grinstead, West Sussex Hours: Monday – Friday office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff – also close to the station area. We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Senior Private Client Consultant Wills, Trusts and LPA’s to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. You will have strong experience of private client-facing experience in the field and will be well-versed in the Will Writing practices and advice. The Senior Consultant uses their knowledge and skills to help the company improve operations, increase efficiency and support growth. Duties and responsibilities – Senior Private Client Consultant Wills, Trusts and LPA’s Building and maintaining strong relationships, offering bespoke and empathetic service and support to clients Fluent and able to seamlessly deliver England & Wales Wills and LPAs to clients Fluent and confident in delivering Advanced Service by addressing the correct issues as well as advising and incorporating the correct Trust to meet the client’s needs. Competent in delivering additional services such as ROI, Sharia, Scottish and Pilot Trust services Strong attention to detail. Exemplary delivery of Standard and Advance Will Drafts and Final Versions. Research complex issues and law updates regularly Support the Senior Management team by actively participating in discussions, research, training and brainstorming sessions. Support and mentor other Consultants and the wider team with ad-hoc issues and complex queries. Help to promote the business to identify and generate new business opportunities. Attend client meetings, including home visits and regional trips. Experience, competencies and knowledge required: Strong level of and proven experience in Wills, Trusts, Probate and Estate planning Completed STEP qualifications, CILEX or Law degree from an accredited university. Excellent verbal and written communication skills. Exceptional client care skills. Empathetic and personable. Able to convey complex information in a simple way Confident with managing emails/admin and using MS Office. Full UK driving licence (own car not required). Based within close commuting distance to East Grinstead for office based days / working This is a superb opportunity to join a busy team within a friendly and very successful organisation. For more information regarding this new and exciting Senior Private Client Consultant Wills, Trusts and LPA’s opportunity, please apply now Short-listing will take place soon – don’t miss out Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person’s gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.
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East Grinstead, United Kingdom First Recruitment Services Full timeThe role – duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of...
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Wills and Probate Solicitor
1 week ago
East Goscote, United Kingdom Inizio Engage Full timeWe are seeking a qualified solicitor with experience in Wills, Probate and Private Client matters to join a well-established, medium-sized city centre law firm with a strong reputation for high quality private client work.Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.The...
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Private Client Paralegal – Wills, Probate
2 weeks ago
East Lindsey, United Kingdom Simpson Judge Full timeA private client firm in Lincoln is seeking an experienced Private Client Paralegal to support Solicitors in a variety of private client matters. The successful candidate will draft wills, assist with probate applications, manage trusts, and provide exceptional client care. Ideal for motivated individuals looking to develop their skills in a supportive...
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Private Client Paralegal
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East Midlands, United Kingdom Simpson Judge Full timeA leading law firm is seeking an experienced Private Client Paralegal to join their supportive team in Nottinghamshire. The ideal candidate will have a minimum of 2 years’ experience in private client law, including expertise in drafting wills. This role offers an opportunity to work closely with solicitors on varied caseloads, including probate and...
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Hull and East Yorkshire, United Kingdom IPS Group Limited Full timeA leading law firm in East Yorkshire is looking for a Private Client Solicitor to take a lead role in a collaborative environment. The ideal candidate will have at least 5 years of experience in wills, probate, trusts, tax planning, and estate management. Responsibilities include managing client matters and contributing to team growth. Some flexibility in...
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Private Client Solicitor – Wills
1 week ago
East Goscote, United Kingdom Inizio Engage Full timeA well-established law firm in the East Midlands seeks a qualified solicitor to join its Private Client team.If you are interested in applying for this job, please make sure you meet the following requirements as listed below.This role involves managing a diverse caseload including Wills, Probate, and Trusts while providing exceptional client...
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Estate Planning Consultant
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South East, United Kingdom Trust Family Associates Full timeThe below postcodes and surrounding areas are our priority areas. (england/ Wales) BS, LU, MK, CH Here at Trust Family Associates we are on the look out for an energetic and professional field sales executive to join our team of 40+ sales consultants nationwide. You will be working in the field in your own region and visiting a blend of new and existing...
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North East, United Kingdom Askews Solicitors Limited Full timeA progressive legal firm in North East England is seeking an experienced solicitor or executive to join their Private Client department. The ideal candidate will possess at least 3 years PQE, preferably have a STEP diploma, and demonstrate competency in areas like wills and probate. Strong interpersonal skills and a self-motivated attitude towards business...
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Senior Associate
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South East London, United Kingdom Agricultural and Farming Jobs Full timeSenior Associate - Private Client (Rural Property) Vacancy Ref: 53575 DM This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract. Are you a qualified Senior Associate - Rural Property & Private Client? Have you experience managing a...
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Private Client Paralegal
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East Midlands, United Kingdom Simpson Judge Full timeRecruiting Private Client, Family, Immigration and Injury legal professionals across the North East, Yorkshire and East Midlands… Private Client Paralegal – Full-Time Location: Nottinghamshire An excellent opportunity has arisen for an experienced Private Client Paralegal to join a reputable and supportive Private Client team based in Nottinghamshire....
