Estate Planner

Our client, a rapidly growing independent firm with coverage across the South of the UK, is seeking an experienced and driven estate planner to join their team. In this role, you'll benefit from a strong flow of pre-qualified leads provided by the company’s IFA team, allowing you to focus on delivering top-notch service and building client relationships.

Known for its supportive and collaborative culture, this company is also expanding through regular business acquisitions, making it an exciting place for career growth. If you’re looking for a new challenge in a successful, growth-focused environment, this opportunity could be a great fit.

Benefits package for the Estate Planner position:

Base Salary: £30,000 - £35,000

On-Target Earnings (OTE): £40,000 - £70,000

Flexible working Options

Comprehensive training and ongoing Support

Vibrant company culture holding regular events and annual conferences

Options for office-based and remote work

IT equipment and access to a modern office setting

Administrative support available

Requirements for the Estate Planner position:

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

Valid Driver’s License and access to a personal vehicle

High attention to detail

Ability to build trusting client relationships and understand client needs

Estate Planner Responsibilities:

Regular liaising with the financial advisers in the business

Conduct meetings with new and existing clients, in person or via video conferencing

Provide clients with tailored estate planning solutions

Accurately maintain client records and manage correspondence

Handle an active caseload and collaborate with involved parties to ensure timely case completion

Manage and prioritise caseload effectively to achieve targets