- Deliver tailored estate planning solutions, including Wills, LPAs, and Trusts (inc. Sharia, ROI, Scottish, and Pilot).
- Confidently handle complex client scenarios and legal conflicts.
- Maintain high accuracy in drafting and documentation.
- Lead client meetings, both virtually and face-to-face.
- Mentor junior team members and assist with training initiatives.
- Support team leaders and management on projects and process improvements.
- Resolve client complaints in partnership with the Complaints Manager.
- Contribute to webinars, training sessions, and cross-department collaboration.
- Identify business opportunities and support lead generation
- Minimum 3 years’ experience in estate planning or private client law
- STEP, CILEX qualified, or Law degree (accredited institution).
- Strong client care, communication, and drafting skills.
- Confident, empathetic, and professional.
- Strong organisational and analytical skills.
- Comfortable with MS Office and CRM systems.
- Full UK driving licence (car not required).
Back to searchSenior Private Client Consultant
Service Care Solutions - Legal
Posted 2 days ago, valid for 2 days
East Grinstead, West Sussex RH19 4LZ, England
£35,000 - £40,000 per annum
Full Time
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Sonic Summary
- Service Care Solutions is seeking a Senior Private Client Consultant for a national will writing company in East Grinstead.
- The role offers a salary ranging from £35,000 to £40,000 per year, plus commission, and requires a minimum of 3 years of experience in estate planning or private client law.
- Key responsibilities include delivering tailored estate planning solutions, mentoring junior staff, and supporting business development initiatives.
- Candidates should possess strong client care, communication, and drafting skills, along with qualifications such as STEP, CILEX, or a law degree from an accredited institution.
- The position is full-time and hybrid, requiring client visits, and applicants must hold a full UK driving license.
