Trust & Estate Planning Consultant

Solidus Trust; Stevenage; Presencial; GBP 42.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary annual bonus

Contributory pension scheme

Private Medical Insurance

Cash Plan Health Benefit Scheme

Loyalty Bonus

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Descripción del empleo

Trust &Estate Planning Consultant

Location: Stevenage, Hertfordshire

Contract type: Permanent

Hours: Full-time

The role:

This is an exciting opportunity to join usas a Trust and Estate Planning Consultant. This is an full time office based role, based from our Stevenage office.

We are looking for a proactive and motivated individual to join a rapidly evolving company. The role is varied and involves supporting both inbound and outbound client enquiries, as well as assisting with the delivery of estate planning solutions and structures. There is strong potential for career progression for the right candidate who is keen to further develop their knowledge and expertise within Estate Planning and Trusts.

Previous experience within financial services, legal services, paraplanning or another regulated industry would be advantageous.

The ideal candidate will possess excellent written and verbal communication skills, strong attention to detail, and a solid technical understanding of estate planning frameworks.

As our Trust and Estate Planning Consultant, you will typically:

• Liaise with financial planners and other stakeholders as required
• Develop and grow revenue opportunities from both 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 Inheritance Tax (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.

What we are looking for in our ideal Trust and Estate Planning Consultant:

• Strong working knowledge of Wills, Trusts, and Estate Planning
• Excellent time management skills with the determination to meet deadlines and quality standards
• Organised, proactive, and goal-oriented approach to work
• Ability to work collaboratively within a team, while also being comfortable working independently
• Confidence in understanding complex planning solutions and explaining them clearly and simply
• Demonstrated ability to contribute to business growth and revenue development
• A solid understanding of Trust frameworks.

You will also receive a comprehensive benefits package, including:

• Discretionary annual bonus scheme based on company performance
• Contributory pension scheme
• Private Medical Insurance
• Cash Plan Health Benefit Scheme
• Loyalty Bonus and additional annual leave entitlement for long service

If this sounds like the right opportunity for you, we'd love to hear from you.