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
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