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
PETERBOROUGH, CAMBRIDGESHIRE, CAMBRIDGESHIRE; EAST OF ENGLAND; ENGLAND, UK
£31,500 per annum Uncapped bonus scheme Uniform & PPE provided Earn extra with our refer a friend scheme T&C s Apply Are you an experienced Mechanic looking for the next step in your career? If so, then look no further - apply today to the UK s largest Automotive service
Job Title: Logistics Co-ordinator
Location: Wimblington
Salary: Competitive
Job type: Full time, Permanent
About us:
Knowles Logistics is trusted by some of the biggest and best-known businesses in the country to offer a broad range of warehousing and distribution services.
International Transport Planner Essex £45,000 DOE European Full & Part Loads Are you an experienced Transport Planner with a deep understanding of international logistics? Do you thrive under pressure, love solving problems on the move, and have the knowledge to confi
Transport Planner – Ipswich – £32,000 - £38,000 Per Annum
Transport Planner Package Overview:
Salary: £32,000 - £38,000 per annum (Negotiable based on experience)
Hours: Full-time, Permanent
Location: Ipswich Area
Commutabl
International Transport Planner Essex £45,000 DOE European Full & Part Loads Are you an experienced Transport Planner with a deep understanding of international logistics? Do you thrive under pressure, love solving problems on the move, and have the knowledge to confidentl
Receive new Planner jobs in Cambridge daily
Receive new Planner jobs in Cambridge 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.