Estate Planning Specialist

2 days ago


West Midlands Combined Authority, United Kingdom Proactive Solutions Group Ltd Full time
Job Description

We are seeking a highly skilled Estate Planning Specialist to join our team at Proactive Solutions Group Ltd in Coventry. The successful candidate will have a strong background in wills, trusts, and estate planning, with excellent communication skills and the ability to build strong client relationships.

As an Estate Planning Specialist, you will be responsible for advising clients on wills, trusts, and estate planning, drafting wills and managing probate applications, administering estates and handling complex probate cases, and ensuring compliance with all relevant legal and regulatory requirements.

Responsibilities:

  • Provide expert advice on wills, trusts, and estate planning to clients
  • Draft wills and manage probate applications efficiently and effectively
  • Administer estates and handle complex probate cases with minimal supervision
  • Maintain strong client relationships through exceptional communication and service
  • Ensure compliance with all relevant legal and regulatory requirements

Requirements:

  • At least 3 years of experience working in wills and probate
  • Strong knowledge of wills, trusts, estate administration, and tax implications
  • Excellent written and verbal communication skills
  • A proactive and organized approach to managing a varied caseload
  • A commitment to upholding the highest standards of professionalism and integrity

What We Offer:

  • A competitive salary range of £35,000 - £65,000, dependent on experience
  • The opportunity to work in a supportive and inclusive work culture
  • Professional growth and development opportunities


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