Private Client Consultant (Wills, Trusts, Probate & LPAs)

Private Client Consultant (Wills, Trusts & LPAs)

£28,000 - £30,000 | Hybrid Working | Funded STEP Qualification | Career Progression

Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice?

We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. 

As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future.

You will be responsible for:

Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning
Drafting, reviewing and amending Wills and LPAs
Assisting clients with inheritance tax and wealth preservation considerations
Preparing and su...