Estate Planning Specialist

2 weeks ago


Lincolnshire, United Kingdom Connectment Full time
Job Title: Estate Planning Specialist

In the esteemed private client department of Connectment, we are seeking a highly skilled Estate Planning Specialist to join our thriving team. As an integral part of our Wills and Probate division, you will be responsible for handling a diverse range of cases from start to finish, including advising on and drafting various documents such as Wills, Probate, Powers of Attorney, Court of Protection, Trusts, Estate Planning, Wealth Management, and Inheritance Tax.

The successful candidate will possess a minimum of 5 years of experience in handling complex Wills and Probate cases, with excellent client care and interpersonal skills. They must be able to work effectively on a case management system and be willing to participate in business development activities.

We offer a competitive salary based on experience, flexible working arrangements, performance bonus, pension scheme, 25 days annual leave plus bank holidays, and Christmas week closure. You can also bank additional hours worked to accrue further holiday days. Funding for training and/or subscriptions, staff discounts, employee social events, employee health and wellbeing events, long service awards, casual dress down days, bring your pet to work days, and onsite parking are some of the other benefits you can enjoy as part of our dynamic team.

Salary: £45,000 - £60,000 per annum depending on experience.

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