Private Client Advisor – Wills, LPAs & Estate Administration

About the role

The Private Client Advisor will join a specialist team within a well‑established professional services organisation. The role involves high‑level client interaction, drafting legal documents and managing estate administration from notification of death to final settlement.

Key responsibilities

• Draft wills and related documents based on client instructions received via email, phone or meetings.
• Discuss instructions and answer technical queries from clients and professional advisors.
• Maintain accurate, compliant records for wills and process associated fees.
• Review existing wills and advise on updates.
• Draft lasting powers of attorney (LPAs) and liaise with clients, families and advisors.
• Register, administer and oversee corporate trustee appointments under enduring powers of attorney.
• Assist with reviews of existing LPAs.
• Handle estate administration, including meeting bereaved families, arranging property insurance, preparing probate information and coordinating with solicitors.
• Liaise with investment managers, tax specialists and wealth‑planning teams.
• Advise beneficiaries on inheritance tax, make distributions and arrange HMRC payments.
• Collect estate assets, prepare accounts, allocation statements and R185 certificates.
• Maintain well‑organized records and develop long‑term family relationships.

Required profile

• Sound knowledge of wills and lasting powers of attorney with practical experience.
• Awareness of post‑death tax planning opportunities, including deeds of variation.
• Excellent interpersonal skills to deal sensitively with bereaved families and professional advisors.

Required skills

What we offer

• Permanent, full‑time position within a reputable professional services firm.
• Opportunity to build long‑term client relationships and develop specialist expertise.