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
Account Director Integrated Experiential Agency London - Hybrid Our client is an experiential solutions partner. Who are driven by their client s needs. They are a small team that punch above their weight and have a collaborative approach to all they do. Everyone s ideas are vali
Job ID: 2924213 Amazon EU SARL (Spain Branch) This role can be based from our Madrid office or one of our EU6 offices (Luxembourg, London, Munich, Paris or Milan). At Amazon we are striving to be the most customer-centric company on earth. To get there, we need exceptionally ta
DESCRIPTION AWS Infrastructure Services owns the design, planning, delivery, and operation of all AWS global infrastructure. In other words, we're the people who keep the cloud running. We support all AWS data centers and all of the servers, storage, networking, power, and coolin
Senior Product Manager, Affiliate compensation, EU Creators DESCRIPTION Do you want to contribute to making Amazon the preferred retailer for content creators in Europe? You want to inspire Amazon customers and help them discover our wide range of products and services? Come and
AWS Infrastructure Services owns the design, planning, delivery, and operation of all AWS global infrastructure. In other words, we re the people who keep the cloud running. We support all AWS data centers and all of the servers, storage, networking, power, and cooling equipment
Receive new Planner jobs in London daily
Receive new Planner jobs in London daily
Leave us your email address and we'll send you the best new matching jobs.
Didn't find what you were looking for? Let us do the searching for you!
Tell us what you're looking for and we'll send you the best new matching jobs.
Get the latest jobs fast!
Leave us your email address and we'll send you the best new matching jobs.