Estate Planning Specialist
3 days ago
We are seeking an experienced Estate Planning Specialist to join our team at Proactive Solutions Group Ltd.
The ideal candidate will have a strong background in wills, trusts, and estate administration, with excellent communication and problem-solving skills.
The estimated salary for this role is £47,500 - £82,000 per year, depending on experience.
Responsibilities- Advising clients on wills, trusts, and estate planning.
- Drafting wills and managing probate applications.
- Administering estates and handling complex probate cases.
- Supporting clients through all aspects of the probate process.
- Building and maintaining strong client relationships.
- Ensuring compliance with all relevant legal and regulatory requirements.
- At least 3 years of experience working in wills and probate.
- Strong knowledge of wills, trusts, estate administration, and tax implications.
- Excellent written and verbal communication skills.
- A proactive and organized approach to managing a varied caseload.
- A commitment to upholding the highest standards of professionalism and integrity.
- An annual salary ranging from £47,500 to £82,000, depending on your experience.
- The opportunity to work in a supportive and inclusive team environment.
- Ongoing professional development and training opportunities.
- A generous bonus scheme tied to individual and team performance.
- Flexible working arrangements, including up to 2 work-from-home days per week.
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