Client Advisor

New Role – Client Advisor (Legal – Wills, Trusts, Probate)

Location – York

Permanent role – salary negotiable depending on experience + great benefits

Our client is a progressive and expanding company. The ideal candidate will be an ambitious and hardworking individual and will become an integral part of the business.

Department: Administration & Business Support
Location: York, North Yorkshire


Our fantastic client now has a requirement for a client advisor to join their growing Wills team based in York, North Yorkshire.

Main Purpose of Job:

  • Establishing relationships with clients; new, existing and potential through regular contact
  • Maintaining the diaries of Legal Advisors with new and amended client meetings
  • Responding to inbound calls from our clients in a timely and friendly manner
  • Assist in ensuring our client management system is maintained with accurate and up to date information


  • Excellent communication skills, with the ability to listen, understand and advise to meet the client’s needs
  • Keen attention to detail
  • The ability to work well as part of a wider team network as well as being able to work on your own initiative
  • Passion about supporting those in need and providing outstanding customer service


As well as a very competitive salary, the client will provide you with a wide range of benefits, such as –

  • 25 days holiday plus bank holidays
  • Fully flexible remote working environment
  • BUPA healthcare (dependent on your level)
  • Company pension
  • Growing and developing environment which is truly different to the legal norm

If you are an enthusiastic individual and interested in a progressive role where you will be working as part of a vibrant legal team, then please contact Sharna on 07412428910 for an informal confidential conversation and to register your interest in this role