Estate Planner

Our client, a rapidly growing independent firm with coverage across the South of the UK, is seeking an experienced and driven estate planner to join their team. In this role, you'll benefit from a strong flow of pre-qualified leads provided by the company’s IFA team, allowing you to focus on delivering top-notch service and building client relationships. Known for its supportive and collaborative culture, this company is also expanding through regular business acquisitions, making it an exciting place for career growth. If you’re looking for a new challenge in a successful, growth-focused environment, this opportunity could be a great fit.

Benefits package for the Estate Planner position:

• Base Salary: £30,000 - £35,000
• On-Target Earnings (OTE): £40,000 - £70,000
• Flexible working Options
• Comprehensive training and ongoing Support
• Vibrant company culture holding regular events and annual conferences
• Options for office-based and remote work
• IT equipment and access to a modern office setting
• Administrative support available

Requirements for the Estate Planner position:

• IFA or banking experience preferred
• Legal background or membership with the Society of Will Writers
• Proficiency in legal software
• Strong written and verbal communication skills
• Valid Driver’s License and access to a personal vehicle
• High attention to detail
• Ability to build trusting client relationships and understand client needs

Estate Planner Responsibilities:

• Regular liaising with the financial advisers in the business
• Conduct meetings with new and existing clients, in person or via video conferencing
• Provide clients with tailored estate planning solutions
• Accurately maintain client records and manage correspondence
• Handle an active caseload and collaborate with involved parties to ensure timely case completion
• Manage and prioritise caseload effectively to achieve targets