Estate Planner - Oxford

TN United Kingdom; Oxford; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking an experienced estate planner to join their dynamic team. This role offers the opportunity to work with pre-qualified leads, allowing you to focus on building strong client relationships. With a vibrant company culture and flexible working options, this position is perfect for those looking for career growth in a supportive environment. If you're passionate about delivering exceptional service and thrive in a collaborative setting, this opportunity is ideal for you.

Benefits

Flexible working options

Comprehensive training and ongoing support

Vibrant company culture with events

IT equipment provided

Access to a modern office setting

Qualifications

• Experience in IFA or banking preferred.
• Membership with the Society of Will Writers is a plus.

Responsibilities

• Conduct meetings with clients to provide tailored estate planning solutions.
• Maintain client records and manage correspondence accurately.

Skills

IFA or banking experience

Legal background

Proficiency in legal software

Strong written and verbal communication skills

Attention to detail

Client relationship building

Job description

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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:

• 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

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
• 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