Private Client Consultant

Base pay range

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Purpose of the job

The role of a Private Client Consultant encompasses offering advice to our clients, who elected Will writing services via their benefit platform, on a variety of legal matters, ensuring compliance with current laws and procedures.

Role aims

Providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. Tailoring your approach to the needs of each individual client, you will strive to help our clients navigate through the legal landscape with confidence and empathy.

Responsibilities

• Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensu...