Estate Planning Specialist

3 days ago


Coventry, Coventry, United Kingdom Proactive Solutions Group Ltd Full time
Job Summary

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
  1. Advising clients on wills, trusts, and estate planning.
  2. Drafting wills and managing probate applications.
  3. Administering estates and handling complex probate cases.
  4. Supporting clients through all aspects of the probate process.
  5. Building and maintaining strong client relationships.
  6. Ensuring compliance with all relevant legal and regulatory requirements.
Requirements
  1. At least 3 years of experience working in wills and probate.
  2. Strong knowledge of wills, trusts, estate administration, and tax implications.
  3. Excellent written and verbal communication skills.
  4. A proactive and organized approach to managing a varied caseload.
  5. A commitment to upholding the highest standards of professionalism and integrity.
What We Offer
  1. An annual salary ranging from £47,500 to £82,000, depending on your experience.
  2. The opportunity to work in a supportive and inclusive team environment.
  3. Ongoing professional development and training opportunities.
  4. A generous bonus scheme tied to individual and team performance.
  5. Flexible working arrangements, including up to 2 work-from-home days per week.


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