Estate Planning Professional

5 days ago


Bognor Regis, West Sussex, United Kingdom Hireo Full time
About the Role

As a Beacon Estate Planner, you'll have the autonomy to manage your own client relationships while being part of a larger trusted network. You'll provide clients with guidance on wills, trusts, and estate planning, delivering personalized advice to help secure their legacy. Run your business with confidence, backed by the training, resources, and support Beacon provides.

Key Responsibilities:
  • Guide clients through important estate planning decisions with empathy and expertise.
  • Draft and review key documents such as wills and trusts, ensuring they comply with current laws.
  • Tailor your services to meet each client's individual goals and needs.
  • Stay updated on estate planning laws and best practices, with training support from Beacon.

Requirements:
  • A minimum of 1 year in estate planning or a related field.
  • Proven ability to create and review wills, trusts, and other estate documents.
  • Excellent communication skills and a passion for delivering top-notch client service.


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