Estate Planning Specialist
1 week ago
About the Role
We are seeking an experienced Estate Planning Specialist to join our team. As a key member of our estate planning department, you will play a vital role in managing estate planning cases end-to-end.
Key Responsibilities:
- Draft and execute wills, powers of attorney, and other estate planning documents with precision and professionalism.
- Communicate effectively with clients and external partners throughout each case, providing exceptional service and ensuring seamless case progression.
- Manage an incoming caseload, working closely with clients to achieve successful case outcomes and maintaining accurate records and correspondence.
Requirements:
- Proven experience in drafting wills and advising clients on estate planning matters.
- Solid understanding of case management principles and practices.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- High degree of attention to detail and ability to prioritize tasks effectively.
What We Offer:
- A competitive salary of £35,000 - £45,000 per annum.
- Ongoing coaching, training, and support for professional development.
- A comprehensive pension scheme with employer contributions.
- An annual incentive scheme and 28 days' holiday plus bank holidays.
- Discounts on Co-op products and services, as well as access to wellbeing programs.
Culture and Values:
We value diversity, equity, and inclusion, recognizing the importance of reflecting the communities we serve.
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