Estate Planning Team Leader

ZipRecruiter; Leicester; On-site; GBP 35,000 - 45,000; Full time

Job summary

A legal services company is expanding their Estate Planning division and seeks an experienced Estate Planning Team Lead in Leicester. This full-time job involves advising clients, managing a small team, and ensuring compliance with the highest standards. The ideal candidate will possess strong technical knowledge in estate planning, alongside excellent communication skills.

Qualifications

• Strong technical knowledge and experience in estate planning.
• Previous experience advising clients in a legal or financial context.
• Familiarity with relevant legal and regulatory requirements.

Responsibilities

• Advising clients on wills, trusts, and lasting powers of attorney.
• Managing a team of estate planning advisors.
• Ensuring compliance and maintaining quality of legal documents.

Skills

Technical knowledge in estate planning

Client advising

Communication skills

Attention to detail

Discretion in handling sensitive information

Education

STEP qualifications or similar

Job description

Job Description

Estate Planning Team Lead Leicester £35k-£45k per annum (DOE and qualification)

ENB are working with a legal services company who offer affordable and accessible services and solutions for everyone. They’re expanding their Estate Planning division and are looking for a skilled and experienced?Estate Planning Team Lead?to join their team in Leicester.

This is a full-time position. While full training on the companies systems and processes will be provided, they are specifically looking for someone with strong technical knowledge and hands-on experience in wills, trusts, and estate planning.

As the Estate Planning Team Lead, you will be responsible for advising clients, managing a small team of estate planning advisors, and ensuring high standards of service, compliance, and client care. You’ll play a key role in shaping how we deliver our estate planning services and supporting the growth of the department.

Key responsibilities include:

• Providing expert advice to clients on wills, trusts, and lasting powers of attorney
• Leading, mentoring, and supporting a team of estate planning advisors
• Handling complex and escalated cases with care and professionalism
• Ensuring compliance and maintaining the quality of legal documents
• Collaborating with leadership to develop and improve processes

Skills and experience must haves:

• Strong technical knowledge and experience in estate planning
• Previous experience advising clients in a legal or financial context
• Familiarity with relevant legal and regulatory requirements
• Excellent communication skills and attention to detail
• Confidence in managing sensitive information with discretion

Skills and experience nice to haves:

• STEP qualifications or similar
• Prior team leadership or supervisory experience
• Familiarity with CRM or legal case management systems

If you're an experienced estate planner looking to take the next step in your career and help drive change in legal services, we’d love to hear from you.