Estate Planner

ZipRecruiter; Bracknell; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A legal services firm in Bracknell seeks an Estate Planning Consultant to provide personalized estate planning solutions. This hybrid role involves meeting clients, conducting fact-finds, and collaborating with a dedicated team. Ideal candidates will have strong communication skills and a willingness to learn. Competitive salary and structured development opportunities included.

Benefits

£25,000 – £35,000 base salary

Structured development with training

Supportive culture

Qualifications

• Exceptional communication and interpersonal skills.
• Driven and hungry to learn in a hybrid setup.
• Organised and detail-oriented.

Responsibilities

• Meet clients 1:1 building trust and explaining options.
• Conduct fact-finds and recommend estate planning solutions.
• Manage your diary and pipeline effectively.

Skills

Exceptional communication

Interpersonal skills

Detail-oriented

Team player

Driven to learn

Job description

Overview

Estate Planning Consultant – Hybrid

Base: Binfield (Bracknell) Head Office · Industry: Legal Services · Type: Full-time

Salary: £25,000–£35,000 (DOE)

Ready to build a career helping families protect what matters?

Soteria Planning is growing and we’re looking for a people-first, consultative Estate Planner to serve clients across Bracknell, the surrounding areas, and beyond while working hybrid from our Binfield (Bracknell) HQ. We’re a values-led team that believes in clarity, empathy and doing right by our clients – every time. Explore who we are and how we work on our site and socials below.

Get to know us:

Website · Meet the Team · Instagram · Facebook · YouTube · X (Twitter)

Why Soteria Planning

We’re a friendly, family-focused group who love what we do, and we come from varied professional backgrounds – all united by a desire to help people protect their families and assets. Soteria Planning

Clients come to us for practical, plain-English advice on Wills, Trusts, Lasting Powers of Attorney and Probate – and we use modern tools to make working together simple (think Zoom consultations and online booking). Soteria Planning

The role (what you’ll do)

• Meet clients 1:1 (in-person and via Zoom), building trust and explaining options in clear, human terms.
• Conduct fact-finds, scope client objectives and recommend appropriate estate planning solutions (e.g., Wills, LPAs, Trusts), collaborating with our drafting/admin team to deliver accurate documents. Soteria Planning
• Manage your diary and pipeline, follow up with leads and introducers, and keep immaculate notes and records.
• Champion our “client-first” ethos at community events and partner meetings.
• Keep learning – you’ll have internal and external training and ongoing support from experienced colleagues.

About you (what you’ll bring)

• Exceptional communication and interpersonal skills; you listen first and explain clearly.
• Driven, hungry to learn and comfortable owning your schedule in a hybrid set-up.
• Confident face-to-face: you’re at your best in 1:1 client meetings (living rooms, cafés, Zoom – wherever clients feel at ease).
• Organised and detail-oriented, able to juggle appointments and follow-ups without dropping the ball.
• Team player who works independently and contributes positively to the wider group.
• Estate planning experience is welcome, not essential – the right mindset matters most. Training provided.

What’s in it for you

• £25,000 – £35,000 base salary (DOE), with clear progression as we grow.
• Hybrid working: split your time between the Binfield (Bracknell) head office and field/client work. You’ll regularly travel locally for client meetings.
• Structured development with internal and external training plus mentoring from experienced advisers.
• Modern tools to make meetings smooth and accessible for clients (video consults and online booking). Soteria Planning
• A supportive, values-led culture where your voice is heard and your impact is visible. Soteria Planning

How to apply

Hit Easy Apply on LinkedIn and include a brief note on why this role is right for you. Prefer to research first? Start here:

• Soteria Planning — Homepage
• Meet the Team
• Follow our culture on Instagram, Facebook, YouTube and X.