Estate Planner Specialist

5 days ago


Derby, Derby, United Kingdom GCB Recruitment Full time

**GCB Recruitment** is seeking a skilled Estate Planner to join their team. The ideal candidate will have experience in the field of estate planning and be able to deliver high-quality service to clients.

**Key Responsibilities:**
  • Liaise with financial advisors to understand client needs.
  • Conduct meetings with clients to discuss estate planning solutions.
  • Develop and implement tailored estate plans for clients.
  • Maintain accurate records and manage correspondence with clients.
**Requirements:**
  • IFA or banking experience preferred.
  • Legal background or membership with the Society of Will Writers.
  • Proficiency in legal software.
  • Strong written and verbal communication skills.
  • A valid driver's license and access to a personal vehicle.
**Benefits Package:**
  • Base salary: £30,000 - £35,000 per annum.
  • On-target earnings (OTE): £40,000 - £70,000 per annum.
  • Flexible working options.
  • Comprehensive training and ongoing support.
  • Vibrant company culture with regular events and conferences.


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