Estate Planning Partner: Wills, Trusts & Probate Lead

Flat Fee Recruiter; Warrington; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Self-employed / Partnership

Fee-sharing arrangement

Established client bank

Job summary

Flat Fee Recruiter is helping a client recruit an experienced Estate Planning Partner to lead a new succession planning proposition for wills, trusts and probate. This self-employed/partnership role offers access to an established client bank and a flexible, fee-sharing remuneration model.

The position is based with options for Liverpool, Chester, or hybrid working, as part of an expanding financial planning firm with international reach.

Qualifications

• 3+ years' relevant experience across estate planning, wills, trusts, probate or estate administration.
• Strong technical knowledge of inheritance tax, trusts and succession planning.
• Experience managing a variety of private client and estate cases.
• Leadership, management, or senior technical responsibility.
• STEP qualification and/or current TEP status desirable.

Responsibilities

• Lead and develop the succession planning proposition.
• Advise clients across wills, LPAs, trusts, estate planning, probate and estate administration using Arken and Exizent.
• Manage inheritance tax planning and lifetime gifting.
• Support executors, trustees and beneficiaries through estate administration.
• Prepare estate information and inheritance tax documentation.
• Build relationships with solicitors, accountants and other professional introducers.
• Generate new business and support networking and client events.

Skills

Private client leadership

Estate planning knowledge

Business development

Client relationship building

Education

STEP qualification

TEP status

Tools

Arken (Wills)

Exizent (Estate administration)

Job description

Flat Fee Recruiter is helping a client recruit an experienced Estate Planning Partner to lead a new succession planning proposition for wills, trusts and probate. This self-employed/partnership role offers access to an established client bank and a flexible, fee-sharing remuneration model.

The position is based with options for Liverpool, Chester, or hybrid working, as part of an expanding financial planning firm with international reach.