Private Client Consultant Wills & LPAs + funded qualifications

Job 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?

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.