Private Client Consultant Wills & LPAs £28,000 £30,000 + funded STEP qualifications
4 days ago
Birmingham
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? 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 relationshipsThe 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, • 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), • Fully funded STEP qualifications, • Clear progression to Senior Consultant, • Ongoing training, mentoring and support, • Collaborative, people-first culture JBRP1_UKTJ