Private Client Consultant – Wills & LPAs £28,000 – £30,000 + funded STEP qualifications

Bright Hire Solutions Limited

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.
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 You’ll 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
You’ll manage your own caseload, build trusted client relationships, and work closely with internal legal and operational teams.

About you:
  • 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)
  • Comfortable in a client-facing, advisory environment
Financial services experience is beneficial but not essential.
Career development
  • Fully funded STEP qualifications
  • Clear progression to Senior Consultant
  • Ongoing training, mentoring and support
  • Collaborative, people-first culture
Apply Now →

Application opens at the source listing. Free for jobseekers.

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