Estate Planning Professional

3 days ago


Crawley, West Sussex, United Kingdom Hireo Full time

This is a remote position offering the opportunity to run your own business with full support from our community.

Estate planners operate under a membership model where they manage their own practice while benefiting from our resources and support. Members pay a fixed fee for these services, providing flexibility in running their business with uncapped earnings potential.

We pride ourselves on providing personalized face-to-face services helping individuals secure their legacy with peace of mind.

Our estate planners will be experts guiding clients through their estate planning journey, drafting Wills and Trusts, and offering personalized advice. This is an opportunity to be your own boss, running your own company under our membership model, with the freedom to conduct business on your terms, backed by the support and camaraderie of a like-minded network.

Key Responsibilities:

  • Provide expert advice on estate planning, including wills, trusts, and lasting powers of attorney.
  • Draft and review estate planning documents to ensure accuracy and compliance with current laws.
  • Collaborate with clients to understand their estate planning goals and create tailored strategies.
  • Undertake continuous professional development (CPD) to stay updated on changes in estate planning laws and regulations.
  • Assist with the administration of estates by offering referrals to local or national companies.
  • Communicate complex legal concepts in clear, empathetic terms.
  • Maintain detailed client records ensuring the highest standards of confidentiality.

Essential Requirements:

  • A minimum of 1 year's experience in estate planning or a related legal field.
  • Proven expertise in drafting and reviewing wills and trusts.
  • Strong understanding of tax planning and probate processes.
  • Excellent client-facing and communication skills.
  • Proficiency in legal research and knowledge of current laws and regulations.

Estimated Salary: £60,000 - £100,000 per annum, depending on experience and performance, plus benefits.

We are an equal opportunities organisation and welcome applications from individuals of all backgrounds. We encourage applications from underrepresented groups and strive to ensure all candidates are treated fairly throughout the recruitment process.



  • Crawley, West Sussex, United Kingdom Quilter Financial Planning Full time

    Mortgage AdvisorWe are seeking a skilled Mortgage Advisor to assist clients in securing the best mortgage deals.As a Mortgage Advisor, you will work closely with our Estate Agency team to help customers purchase their dream home while taking care of all their mortgage and protection needs.Key Responsibilities:Building relationships with our Estate Agency...


  • Crawley, West Sussex, United Kingdom G2 Legal Limited Full time

    Job Description:We are seeking an experienced Estate Management Solicitor to join our team at G2 Legal Limited in Crawley. This is an excellent opportunity for a professional to handle a diverse caseload of private client matters, including estate administration, Lasting Powers of Attorney (LPAs), Wills, and Trusts.About the Role:The successful candidate...


  • Crawley, West Sussex, United Kingdom G2 Legal Limited Full time

    We are working with G2 Legal Limited, an award-winning Legal 100 firm in Crawley, to recruit a Commercial Real Estate Solicitor. This dynamic and growing team is seeking a skilled professional to handle commercial real estate transactions.Key Responsibilities:Advise lenders, landlords, tenants, and charitable organisations on a wide range of real estate...


  • Crawley, West Sussex, United Kingdom Countrywide Full time

    About the RoleWe are seeking a skilled Professional Mortgage and Protection Advisor to join our team in Crawley. This is an exciting opportunity to work with us, helping our customers navigate the mortgage process.The successful candidate will be able to build strong relationships with our Estate Agency teams, providing expert training and support. They will...


  • Crawley, West Sussex, United Kingdom Churchill Estates Management Ltd Full time

    About the JobAs a Surveying Expert at Churchill Estates Management Ltd, you will play a vital role in ensuring our company remains fully compliant with legislation and regulations. You will provide reliable and robust stock condition data, instrumental in informing future asset management and maintenance of our property portfolio.You will work closely with...


  • Crawley, West Sussex, United Kingdom Cubitt & West Full time

    Job Title: Estate Agency Senior Leadership Role">About the Job: We are seeking a highly skilled and experienced Senior Floating Branch Manager to join our team at Cubitt & West. As a key member of our leadership team, you will be responsible for overseeing the day-to-day operations of our Sussex area branches, ensuring exceptional customer service, and...


  • Crawley, West Sussex, United Kingdom Henderson Scott UK Full time

    Established in West Sussex, our client is a highly-regarded law firm with an excellent reputation for client service and innovation. This senior role presents an exciting opportunity to join their dynamic team in Horsham.About the FirmRated among the top solicitors in West Sussex, they have received positive reviews on Trustpilot and Google.The firm has...


  • Crawley, West Sussex, United Kingdom London Gatwick Airport Full time

    London Gatwick Airport is seeking a skilled Operations Planning Graduate to join their team. This fixed-term contract offers a competitive salary of £32,500 per annum, with additional benefits including a welcome bonus and flex allowance.This role involves developing new models and processes to support decision-making, delivering daily operational plans,...


  • Crawley, West Sussex, United Kingdom ENGINEERINGUK Full time

    Job OverviewThis role involves maintaining aircraft VAA fleet compliance in accordance with the approved Maintenance program on our engineering compliance tool through timely and effective planning of maintenance activities at base, outstations, and MRO locations.Key Responsibilities• Compliance Management: To maintain compliance at all times through...


  • Crawley, West Sussex, United Kingdom Brakes Full time

    Exciting Sales Opportunity in the Foodservice IndustryWe are seeking a highly motivated Sales Consultant to join our team in the Local Sector, which is experiencing significant growth at 30% year on year.About the Role:Drive new business within Leased & Tenanted pubs while maintaining and developing key accounts.Win new leased & tenanted customers for Brakes...


  • Crawley, West Sussex, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Head of Financial PlanningWe are seeking a highly skilled and experienced Head of Financial Planning to join our finance team in the UK. You will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...


  • Crawley, West Sussex, United Kingdom Armstrong Knight Full time

    Armstrong Knight is seeking a Financial Planning Senior to join their team. This role offers an excellent career opportunity with study support when required, progression, and a great working environment.About the RoleWe are looking for a recently qualified ACA/ACCA who is eager to further develop their skills and qualification in a well-established and...


  • Crawley, West Sussex, United Kingdom beBee Professionals Full time £28,000 - £35,000

    We are seeking a skilled clinical care specialist to join our team at beBee Professionals in Crawley.Responsibilities:Conduct thorough patient assessments and develop individualized care plans.Collaborate with healthcare professionals to ensure seamless patient care.Provide education and support to patients and their families.Ensure accurate and timely...


  • Crawley, West Sussex, United Kingdom ENGINEERINGUK Full time

    Job OverviewAt ENGINEERINGUK, we are seeking an experienced Aircraft Maintenance Planning Engineer to join our team. This is a fantastic opportunity to work with a leading engineering company and be part of a dynamic team.Key Responsibilities:Maintain compliance with regulatory requirements by reviewing and managing the maintenance plan using relevant IT...

  • Business Analyst

    4 weeks ago


    Crawley, West Sussex, United Kingdom Thales Full time

    Job OverviewThales, a leader in the defense and aerospace industry, is seeking a highly motivated Financial Analyst to join its team. This role offers an exciting opportunity for a Finance professional with a passion for getting into the detail to contribute to the company's success.About the RoleThe Financial Analyst will play a pivotal role in providing...


  • Crawley, West Sussex, United Kingdom beBee Professionals Full time £18,000 - £25,000

    We are looking for a Learning Support Professional to join our team at beBee Professionals in Crawley. The successful candidate will provide support to students with special educational needs, working closely with teachers to develop and implement individualized education plans (IEPs).Key Responsibilities:Support students with special educational needs in a...


  • Crawley, West Sussex, United Kingdom Build Recruitment Full time

    Job Title: Senior Planning and Logistics StrategistLocation: Crawley, EnglandSalary: Up to £32,000 per annumJob Summary: As a Senior Planning and Logistics Strategist at Build Recruitment, you will be responsible for overseeing the scheduling and coordination of repair and maintenance activities within the social housing sector.This is a leadership role...


  • Crawley, West Sussex, United Kingdom West Sussex County Council (WSCC) Full time

    We are seeking an experienced professional to lead the delivery of Hard and Soft Facilities Management contracts for West Sussex County Council (WSCC). This role requires a subject matter expert with a strong background in contract management, asset planning, and maintenance services.Key ResponsibilitiesStrategically oversee the delivery of capital...


  • Crawley, West Sussex, United Kingdom Randstad Education Full time

    Teaching OpportunityWe are seeking a motivated individual to support the delivery of education in our primary schools. As an Education Professional, you will contribute to creating a positive learning environment and help students achieve their full potential. Key responsibilities include:• Working with teachers to support the planning and delivery of...


  • Crawley, West Sussex, United Kingdom Polaris Community Full time

    Care and Education Professional Needed!We are seeking a skilled Care and Education Professional to join our team in Surrey and West Sussex. This part-time, permanent role offers a base salary of £13,163.88 and opportunities for promotion and training. As a Care and Education Professional, you will be responsible for creating a caring and motivating...