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Estate Planning Specialist

2 months ago

London, Greater London, United Kingdom GCB Recruitment Full time

Job Opportunity with GCB Recruitment

About the Role:

We are seeking a highly skilled and experienced Estate Planner to join our client's team on a self-employed basis. As an Estate Planner, you will work remotely and have the flexibility to choose your working hours and location.

Key Responsibilities:

  • Provide expert advice to clients on estate planning solutions, including wills, trusts, and probate.
  • Attend client meetings in their homes or via video conferencing to discuss their estate planning needs.
  • Maintain accurate client records and correspondence, ensuring seamless communication with clients and stakeholders.
  • Manage an incoming caseload and work collaboratively with clients and other parties to achieve successful case outcomes.
  • Prioritize and manage your own caseload to deliver against targets, ensuring exceptional client service and satisfaction.

Requirements:

  • Proven experience in private client work, with a strong understanding of estate planning principles and practices.
  • Legal background or membership with the Society of Will Writers is highly desirable.
  • Proficiency in using legal software and technology to manage client records and correspondence.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
  • Valid driving license and access to a vehicle for client meetings.
  • A keen eye for detail and ability to work accurately in a fast-paced environment.

What We Offer:

  • A competitive commission-only structure with an OTE of £50,000 - £70,000.
  • Flexible working hours and location, allowing you to balance your work and personal life.
  • Ongoing training and support to ensure you remain up-to-date with industry developments and best practices.

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