Private Client Consultant Wills & LPAs + funded qualifications

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.

• 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

• 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

You’ll manage your own caseload, build trusted client relationships, and work close...