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Estate Planning Specialist

2 months ago

London, Greater London, United Kingdom GCB Recruitment Full time

GCB Recruitment is seeking a skilled Estate Planner to join their team on a remote basis. The ideal candidate will have a strong background in private client experience, a legal background, or membership in the Society of Will Writers. They will be responsible for advising clients on estate planning solutions, maintaining accurate client records, and managing an incoming caseload. The successful candidate will have strong communication skills, a keen eye for detail, and the ability to cultivate strong client relationships. The role offers flexibility in terms of location and working hours, with a commission-only salary package and generous commission splits. The Estate Planner will work with clients to understand their needs and provide tailored solutions, prioritizing and managing their own caseload to deliver against targets. The ideal candidate will be able to work independently, have a strong understanding of legal software, and be able to use it effectively. The role is ideal for those looking for a flexible and challenging opportunity in estate planning.