Will & Estate Planning Adviser

Office Angels; North East; Hybrid; GBP 30,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

On-site parking

Professional development

Job summary

Office Angels is seeking a seasoned TEP Qualified Will & Estate Planning Adviser to join a growing financial services business launching a new division. You’ll deliver high-quality wills and estate planning advice while shaping the division, building its client base and contributing to long-term growth.

You’ll work with an established client base, benefit from warm referrals and a clear path to career progression within a supportive team, with hybrid working and development support.

Qualifications

• TEP qualification - essential
• Proven experience advising clients on Wills, Trusts and Estate Planning
• Strong knowledge of inheritance tax planning
• Experience providing direct advice on complex estate planning matters
• Excellent communication and relationship-building skills

Responsibilities

• Advising clients on Wills, Trusts and Estate Planning
• Advising clients on Lasting Powers of Attorney (LPAs)
• Identifying inheritance tax planning opportunities
• Developing appropriate estate planning strategies
• Building strong, long-term client relationships
• Working closely with existing Financial Advisers to provide a joined-up service
• Making the most of warm client introductions and referrals
• Developing new business opportunities
• Building and growing your own client portfolio
• Helping develop the processes, services and proposition of the new division
• Contributing ideas and opportunities to drive business growth
• Maintaining accurate client records and documentation
• Ensuring all advice is delivered professionally, compliantly and in line with current legislation and best practice

Skills

TEP qualification

Estate planning advisory

Tax planning ability

Communication skills

Business development

Education

TEP (Trust and Estate Practitioner)

Job description

TEP Qualified Will & Estate Planning Adviser

Are you an experienced TEP Qualified Will & Estate Planning Adviser looking for more than simply your next salaried role? We're working with an established and growing financial services business that is launching a new Will & Estate Planning division. They're looking for an experienced, client-focused professional who can provide expert advice while also playing a key role in developing the division, building its client base and helping shape its long-term growth.

This is an exciting opportunity to join at the start of something new, combining high-quality client advice with the chance to influence how a new division evolves and succeeds.

What's On Offer?

• 30,000 basic salary
• Uncapped monthly commission
• Six-monthly performance bonus
• Warm, qualified customer referrals
• No cold calling
• Existing customer opportunities generated by the Mortgage Adviser team
• Full-time, 37.5 hours per week
• Shift-based working between 9am and 7pm, Monday to Friday
• Occasional weekend working, with two days off during the week
• Hybrid working available once fully competent
• Ongoing training and professional development
• Financial support towards professional qualifications
• Genuine career progression opportunities
• Supportive and collaborative team environment
• Free on-site parking

Why This Opportunity Stands Out

This is more than a traditional Will & Estate Planning position. You'll be joining the early stages of a new division within an established and growing financial services business, giving you the opportunity to play a genuine role in shaping its future success.

The business already has an established client base and strong referral network, providing a solid platform from which to grow. Rather than inheriting a fully established function, you'll have the opportunity to help build it, establish best practice and contribute to the long-term success of the division.

For the right individual, there is also the potential to participate in the long-term success of the division through a shareholding opportunity. This makes it an attractive prospect for someone with an entrepreneurial mindset who wants to build something rather than simply join something.

The Role

As a Will & Estate Planning Adviser, you'll combine high-quality client advice with business development, helping establish and grow the new division.

Key Responsibilities

• Advising clients on Wills, Trusts and Estate Planning
• Advising clients on Lasting Powers of Attorney (LPAs)
• Identifying inheritance tax planning opportunities
• Developing appropriate estate planning strategies
• Building strong, long-term client relationships
• Working closely with existing Financial Advisers to provide a joined-up service
• Making the most of warm client introductions and referrals
• Developing new business opportunities
• Building and growing your own client portfolio
• Helping develop the processes, services and proposition of the new division
• Contributing ideas and opportunities to drive business growth
• Maintaining accurate client records and documentation
• Ensuring all advice is delivered professionally, compliantly and in line with current legislation and best practice

About You

• TEP (Trust and Estate Practitioner) qualification - essential
• Proven experience advising clients on Wills, Trusts and Estate Planning
• Strong knowledge of inheritance tax planning
• Experience providing direct advice on complex estate planning matters
• Excellent communication and relationship-building skills
• The ability to explain complex legal, financial and estate planning matters clearly
• Commercial awareness and a genuine interest in developing new business
• The confidence to build and maintain your own client relationships
• An entrepreneurial mindset and ambition to help grow a new division

If you're an experienced TEP Qualified Will & Estate Planning Adviser looking for a role where you can make a genuine impact and play a key part in building a new division, we'd love to hear from you.

Due to the high volume of applications we receive, we are unfortunately unable to provide individual feedback. If you have not been contacted within 5 working days of submitting your application, please assume that your application has been unsuccessful on this occasion. Should you require any reasonable adjustments during the recruitment process, please let us know and we will be happy to support you.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.