Estate Planning Advisor

Plus One Personnel
16 Apr 2018
14 May 2018
Contract Type
Job Description

Job title: Estate Planning Adviser

Location: Kenilworth

Salary: up to GBP40k DOE

Hours: Full-time, Monday to Friday, 9.00am - 5.00pm

Our client is a well-established, genuine success story based in Warwickshire. Due to continued growth they are now looking to recruit an Estate Planning Adviser into the team to support a network of Consultants across the UK. This is a fantastic opportunity offering training and a real platform to build your career. This role would suit a forward thinking and pro-active individual who is eager to learn and become a specialist within this market.

Keys Responsibilities:

  • Working in our client's thriving team of Estate Planners, you will provide technical support and advice to their network of Estate Planning Consultants based throughout the UK which includes - Solicitors, Accountants, IFAs, Financial Advisers and Will writers.
  • Provide Technical support for the more complex aspects of Estate Planning to this network of Estate Planning Consultants as well as their own in-house Legal services staff.
  • You will be heavily involved in the development and launch of new products and systems.
  • Provision of excellent customer service to their network of EPC's.

Key Skills and Experience:

  • Our client is interested in people with skills and experience within any of the following professional service sectors: Law firms/Solicitors, Accountancy, Tax Planning, IFA's and FA's as well as Will writers and any professional who already works within the Estate Planning arena.
  • You must be highly professional, intelligent, and confident and possess superb customer service skills.
  • You must possess the ability to be supportive, consultative and know how to impart technical knowledge/advice accurately and in a format that is easy to understand.
  • You should possess excellent literacy and numeracy as well as having a faultless attention to detail.
  • This role would ideally suit somebody who is either a full TEP or working towards this goal and looking for a completely different way of working, breaking away from the monotony of charge sheets and chargeable units, stringent compliance, tight deadline and restrictions.

What's on offer?

  • Fully funded training will be provided. You will get to study for, and qualify within the STEP qualification - The Society of Trust and Estate Planners.
  • A generous salary & benefits package.
  • A structured and interesting career path guided by strong and experienced management.

Additional Information:

Our client adheres to the STEP Will Writing Code of practice and places a high value on those employees who undertake STEP training and have either achieved or are working to achieve the accolade of becoming a Trust & Estate Practitioner themselves (TEP). Our client both fund this training and offer staff their continued support.