Estate Planning Specialist

17 hours ago


Preston, Lancashire, United Kingdom Realm Recruit Limited Full time
Job Summary: Realm Recruit Limited is seeking an experienced Estate Planning Specialist to join our dedicated team of professionals. As an Estate Planning Specialist, you will be responsible for creating and implementing tailored estate plans that cater to the unique needs of our high-net-worth clients.

In this role, you will have the opportunity to work closely with our esteemed team of lawyers and experts to deliver exceptional client service and achieve outstanding results. You will be responsible for managing a diverse caseload of wills, estate planning, probate, and trusts, with a particular emphasis on high-net-worth clients.

To succeed in this role, you will need to possess excellent communication skills, a strong work ethic, and the ability to work under pressure. In return, we offer a competitive salary package, ongoing training and development opportunities, and a chance to be part of a successful and ambitious organization.

Responsibilities:
  • Manage a diverse caseload of wills, estate planning, probate, and trusts.
  • Develop and implement effective strategies to meet client needs.
  • Collaborate with colleagues to deliver exceptional client service.

What We Offer:
  • A competitive salary: £80,000 - £120,000 per annum.
  • Ongoing training and development opportunities.
  • A comprehensive benefits package, including health insurance and pension scheme.


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