Estate Planning & Trusts Specialist

Solidus Trust; Stevenage; On-site; GBP 42,000 - 52,000; Full time

Benefits offered by this job

Discretionary annual bonus

Contributory pension scheme

Private Medical Insurance

Cash Plan Health Benefit Scheme

Loyalty Bonus

Job summary

Solidus Trust in Stevenage, Hertfordshire, is seeking a Trust and Estate Planning Consultant for a full-time, office-based position. You will support inbound and outbound client enquiries and assist with the delivery of estate planning solutions and structures.

You should have strong knowledge of Wills, Trusts and IHT, excellent communication, and the ability to explain complex planning simply. There is potential for career progression and a comprehensive benefits package.

Qualifications

• Strong working knowledge of Wills, Trusts and Estate Planning.
• Excellent time management and ability to meet deadlines and quality standards.
• Organised, proactive and goal‑oriented with ability to work in a team or independently.
• Ability to explain complex planning solutions clearly and simply.

Responsibilities

• Liaise with financial planners and other stakeholders as required.
• Develop and grow revenue opportunities from existing and prospective clients.
• Support clients by identifying suitable planning solutions and opportunities.
• Provide coaching and technical guidance to internal staff.
• Handle and resolve technical queries relating to Trusts, Estate Planning and IHT.
• Manage case administration and oversee a busy helpdesk support service.
• Assist with strategic planning relating to the use of Trusts.
• Recommend and implement improvements to procedures and systems where appropriate.
• Produce internal and external technical bulletins and communications.
• Ability to support the end client directly.
• Review and check final document drafts for accuracy and quality.

Job description

Solidus Trust in Stevenage, Hertfordshire, is seeking a Trust and Estate Planning Consultant for a full-time, office-based position. You will support inbound and outbound client enquiries and assist with the delivery of estate planning solutions and structures.

You should have strong knowledge of Wills, Trusts and IHT, excellent communication, and the ability to explain complex planning simply. There is potential for career progression and a comprehensive benefits package.