Estate Planning Specialist

1 day ago


Watford, Hertfordshire, United Kingdom CV-Library Full time

Are you a seasoned estate planner looking for a new challenge in the property services sector? CV-Library is seeking an experienced Estate Planner to join their team in Watford, Hertfordshire.

Job Description

We are looking for a talented professional with expertise in estate planning, who can provide tailored solutions to clients. The successful candidate will have experience in conducting meetings with new and existing clients, maintaining accurate records, and managing correspondence.

The ideal candidate will possess strong written and verbal communication skills, be proficient in legal software, and have a valid driver's license with access to a personal vehicle.

Estate Planner Responsibilities:

  1. Liaise regularly with financial advisers
  2. Conduct client meetings and provide estate planning solutions
  3. Maintain accurate client records and manage correspondence
  4. Manage and prioritize caseload effectively to achieve targets

Benefits and Salary:

We offer a competitive salary of £37,500 - £45,000 per annum, plus flexible working options, comprehensive training, and ongoing support. Our vibrant company culture includes regular events and conferences, as well as options for office-based and remote work.



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