Private Client Consultant (Self-employed/ Fee-Sharing Basis)

Private Client Consultant (Self-employed/ Fee-Sharing Basis)

Posted 5 days ago by Alphalink Legal Services

Negotiable
Undetermined
Remote
Dartford, England, United Kingdom

Summary: The Private Client Consultant role at a specialist law firm offers experienced professionals the opportunity to work on a self-employed, fee-sharing basis while managing their own caseload. The position emphasizes independence and flexibility, supported by the firm's infrastructure and legal expertise. Consultants will provide tailored advice on Wills, Trusts, and Estate Planning, ensuring high-quality client care. This role is ideal for those seeking to leverage their experience in a supportive environment.

Key Responsibilities:

  • Conduct client meetings (virtually or in person) to assess estate planning needs.
  • Advise clients on Wills, LPAs, Trusts, Estate Administration, and Inheritance Tax planning.
  • Prepare and oversee accurate documentation in line with legal and firm standards.
  • Liaise with our compliance and legal support team to ensure quality assurance.
  • Develop and manage your own portfolio of clients and referral relationships.
  • Maintain accurate records and ensure adherence to SRA and internal procedures.

Key Skills:

  • Minimum of 4 years’ experience in Private Client work (Wills, LPAs, Probate, or Trusts).
  • Excellent communication, drafting, and client care skills.
  • Ability to work autonomously and manage a varied caseload.
  • Professional, ethical, and client-focused.
  • STEP, CILEx, or SWW qualification (or working towards) preferred.

Salary (Rate): undetermined

City: Dartford

Country: United Kingdom

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Legal

Detailed Description From Employer:

About Us We are a specialist Private Client law firm dedicated to providing high-quality advice on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate, and Estate Planning. Our consultants deliver tailored, compassionate advice supported by robust compliance processes and expert legal drafting. We are now inviting experienced professionals to join our growing network of Private Client Consultants on a self-employed, fee-sharing basis.

The Opportunity This role offers independence and flexibility while benefiting from the firm’s infrastructure, branding, and legal support. As a consultant, you will manage your own caseload, build relationships, and deliver exceptional client care with the backing of a respected private client practice.

Key Responsibilities

  • Conduct client meetings (virtually or in person) to assess estate planning needs.
  • Advise clients on Wills, LPAs, Trusts, Estate Administration, and Inheritance Tax planning.
  • Prepare and oversee accurate documentation in line with legal and firm standards.
  • Liaise with our compliance and legal support team to ensure quality assurance.
  • Develop and manage your own portfolio of clients and referral relationships.
  • Maintain accurate records and ensure adherence to SRA and internal procedures.

About You Minimum of 4 years’ experience in Private Client work (Wills, LPAs, Probate, or Trusts). Excellent communication, drafting, and client care skills. Ability to work autonomously and manage a varied caseload. Professional, ethical, and client-focused. STEP, CILEx, or SWW qualification (or working towards) preferred.

What We Offer Competitive fee-sharing structure (based on billed and collected fees). Full drafting, compliance, and administrative support. Use of firm branding, templates, and systems. Professional indemnity insurance under the firm’s cover. Flexible and remote working arrangements. Ongoing professional development and networking opportunities.

Ideal For This opportunity suits qualified or experienced Private Client practitioners seeking independence, flexibility, and the backing of a well-established firm.