Estate Planning Specialist

2 days ago


Peterborough, Peterborough, United Kingdom CV-Library Full time

Our client, a rapidly growing independent firm with extensive coverage across the UK, is seeking an experienced and driven estate planner to join their team. This role offers a strong flow of pre-qualified leads provided by the company's IFA team, allowing you to focus on delivering exceptional service and building long-term relationships with clients.

In this position, you'll be known for your ability to navigate complex financial situations and provide tailored solutions that meet the unique needs of each client. You'll work collaboratively with colleagues to achieve targets and contribute to the company's continued growth and success.

A key aspect of this role is maintaining accurate records and managing correspondence with clients. Your attention to detail and organizational skills will be essential in ensuring timely case completion and exceeding client expectations.

This is an exciting opportunity to join a dynamic and supportive environment where you can grow your career and make a meaningful impact. As an Estate Planner, you'll have access to comprehensive training and ongoing support, as well as flexible working options and a competitive salary package.

The estimated annual salary for this role is £45,000 - £60,000, depending on experience and performance. If you're a motivated and results-driven individual looking for a new challenge, this could be the perfect fit.

  • Benefits: Flexible working options, comprehensive training and ongoing support, vibrant company culture, options for office-based and remote work, IT equipment and access to a modern office setting, administrative support available.
  • Requirements: IFA or banking experience preferred, legal background or membership with the Society of Will Writers, proficiency in legal software, strong written and verbal communication skills, valid Driver's License and access to a personal vehicle.


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