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Estate Planning Specialist

1 month ago

Norwich, Norfolk, United Kingdom Heritage Wills Full time

We are seeking a highly motivated Estate Planning Specialist to join our team at Heritage Wills. As an Estate Planning Specialist, you will play a critical role in providing exceptional client service and helping clients navigate their estate planning needs.

Key responsibilities of the Estate Planning Specialist include consulting with clients to understand their estate planning objectives, developing personalized estate plans, and providing ongoing support to clients about estate planning options.

The ideal candidate will have a passion for estate planning, continuous learning, and a natural ability to develop customized estate plans. Previous experience in estate planning, financial services, or a related field is preferred.

We offer a competitive salary range of £35,000 - £50,000 per annum, depending on experience, as well as a range of benefits including commission pay, company pension, and health & wellbeing programme.

Benefits of working with us:

  • Company pension
  • Employee discount
  • Free parking
  • Health & wellbeing programme
  • Referral programme
  • Sick pay

Working hours: 8 hour shift, Monday to Friday.