Estate Planning Specialist

4 weeks ago


Bognor Regis, West Sussex, United Kingdom Hireo Full time
Job Description

This is a remote position that offers the opportunity to work as a self-employed estate planning professional with full support from our company.

Key Responsibilities:

  • Provide expert advice on estate planning, including wills, trusts, and lasting powers of attorney.
  • Draft and review estate planning documents to ensure accuracy and compliance with current laws.
  • Collaborate with clients to understand their estate planning goals and create tailored strategies.
  • Undertake continuous professional development (CPD) to stay updated on changes in estate planning laws and regulations.
  • Assist with the administration of estates by offering referrals to local or national companies.
  • Communicate complex legal concepts in clear, empathetic terms.
  • Maintain detailed client records, ensuring the highest standards of confidentiality.

Requirements:

  • Minimum of 1 year experience in estate planning or a related legal field.
  • Proven expertise in drafting and reviewing wills and trusts.
  • Strong understanding of tax planning and probate processes.
  • Excellent client-facing and communication skills.
  • Proficiency in legal research and knowledge of current laws and regulations.

Benefits:

  • Run your own business with full autonomy while leveraging our support network, including marketing resources, ongoing training, and professional guidance—all for a fixed membership fee.
  • Receive 100% of your client billing—with no commission or revenue sharing, you keep all of your earnings.
  • Flexible working arrangements that suit your lifestyle.
  • Access to ongoing professional development and training opportunities.
  • Join a supportive and inclusive workplace culture where members share best practices and support one another.


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