Estate Planning Specialist

7 days ago


London, Greater London, United Kingdom Gcbrecruitment Full time

About the Role

Gcbrecruitment is seeking a highly skilled and experienced Estate Planner to join our team on a self-employed basis. As a key member of our team, you will be responsible for providing expert estate planning advice to our clients, helping them to achieve their financial goals and protect their assets.

Key Responsibilities

  • Deliver high-quality estate planning solutions to clients, including wills, trusts, and other related services
  • Build and maintain strong relationships with clients, understanding their needs and providing tailored advice
  • Work closely with our clients' existing advisors, such as solicitors and accountants, to ensure seamless delivery of services
  • Manage and maintain accurate records of client interactions and correspondence
  • Meet or exceed targets for client acquisition and revenue growth

Requirements

  • Proven experience in private client estate planning, with a strong understanding of relevant laws and regulations
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work independently, with minimal supervision, and as part of a team
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively
  • Proficiency in legal software and technology, with the ability to learn new systems quickly

What We Offer

  • A competitive commission-only structure, with the potential to earn £50,000 - £70,000 per annum
  • Flexible working hours and location, with the ability to work from home or in our office
  • Ongoing training and support, to ensure you have the skills and knowledge needed to succeed in your role


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