Estate Planner - St Albans

St Albans, England, gb

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

    • Looking for Planner jobs in St Albans?
    Top Salaries! Full and part time.
    ST ALBANS
    Visit Workcircle UK for the widest selection of top UK jobs
    Stock Controller
    CV-Library
    WATFORD, HERTFORDSHIRE
    Job Title: Stock Controller Location: Unit 7a, Odhams Trading Estate, St Albans Road, Watford, WD24 7RY Salary: Competitive Job Type: Permanent, Full Time Working Hours: 40 hours per week (Monday to Friday 07-00 - 15.30) However flexibility to business needs required About
    Quality Administrator WIP Planner
    Adecco
    WD1, GB
    Step Into a Unique Career in Aerospace & Luxury Finishing!\n\nWIP & Quality Administrator - Watford\n Salary: £25,897 - £30,945 per annum (£13.46 - £16.04/hr)\n Hours: 37 hrs/week Mon-Thu 8:00-16:30 Fri 8:00-13:00\n Start Date: ASAP\n Contract Type: Permanent (12-week pro
    Financial Controller
    £65,000 - £75,000 per year
    HODDESDON, HERTFORDSHIRE
    This is an exciting opportunity for a forward-thinking finance professional to make a real impact. You will be responsible for overseeing all aspects of financial management & will be a key driver in the successful implementation of Microsoft Office 365, working closely with IT a
    Quality Administrator WIP Planner
    WATFORD, HERTFORDSHIRE
    Step Into a Unique Career in Aerospace & Luxury Finishing! WIP & Quality Administrator - Watford Salary: £25,897 - £30,945 per annum (£13.46 - £16.04/hr) Hours: 37 hrs/week Mon-Thu 8:00-16:30 Fri 8:00-13:00 Start Date: ASAP Contract Type:
    Transport Planner - Haulage
    JRL Group Ltd
    BOREHAMWOOD, ENGLAND, GB
    Contract: Permanent Salary: Competitive salary & benefits Our state of the art head office with gymns, fitness studios and cafteria. Competitive salary, with confidence of working for an established and growing company. Company Pension Scheme. Private Healthcare. Oppor