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- Tasks: Join our team as an Estate Planner, focusing on client relationships and delivering exceptional service.
- Company: We're a fast-growing independent firm with a supportive culture and exciting career growth opportunities.
- Benefits: Enjoy a competitive salary, flexible working options, comprehensive training, and vibrant company events.
- Why this job: This role offers a chance to thrive in a collaborative environment while making a real impact.
- Qualifications: Ideal candidates have IFA or banking experience, legal background, and strong communication skills.
- Other info: Access to modern office settings and administrative support to help you succeed.
The predicted salary is between 30000 - 35000 £ per year.
Our client, a rapidly growing independent firm with coverage across the South of the UK, is seeking an experienced and driven estate planner to join their team. In this role, you’ll benefit from a strong flow of pre-qualified leads provided by the company’s IFA team, allowing you to focus on delivering top-notch service and building client relationships. Known for its supportive and collaborative culture, this company is also expanding through regular business acquisitions, making it an exciting place for career growth. If you’re looking for a new challenge in a successful, growth-focused environment, this opportunity could be a great fit. Benefits package for the Estate Planner position: Base Salary: £30,000 – £35,000 On-Target Earnings (OTE): £40,000 – £70,000 Flexible working Options Comprehensive training and ongoing Support Vibrant company culture holding regular events and annual conferences Options for office-based and remote work IT equipment and access to a modern office setting Administrative support available Requirements for the Estate Planner position: IFA or banking experience preferred Legal background or membership with the Society of Will Writers Proficiency in legal software Strong written and verbal communication skills Valid Driver’s License and access to a personal vehicle High…
Estate Planner employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planner
✨Tip Number 1
Make sure to highlight your experience with pre-qualified leads during your conversations. This role emphasizes the importance of building client relationships, so showcasing your ability to convert leads into satisfied clients will set you apart.
✨Tip Number 2
Familiarize yourself with the company’s culture and values. Since they pride themselves on a supportive and collaborative environment, demonstrating that you align with these values in your discussions can help you connect better with the team.
✨Tip Number 3
Prepare to discuss your legal background and any relevant memberships, such as with the Society of Will Writers. Being able to articulate how your qualifications enhance your ability to serve clients will be crucial.
✨Tip Number 4
Since the role offers flexible working options, think about how you can leverage this to improve your productivity. Be ready to share your thoughts on balancing remote work with client meetings, as this shows your adaptability and forward-thinking approach.
We think you need these skills to ace Estate Planner
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your IFA or banking experience, as well as any legal background or membership with the Society of Will Writers. This will show that you meet the key requirements for the role.
Showcase Communication Skills: Since strong written and verbal communication skills are essential for this position, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
Tailor Your CV: Customize your CV to reflect the specific skills and experiences that align with the estate planner role. Use keywords from the job description to ensure your application stands out.
Express Enthusiasm for Growth: In your cover letter, express your excitement about joining a rapidly growing firm and how you can contribute to its success. Mention your interest in the supportive culture and opportunities for career growth.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Experience
Make sure to highlight your previous experience in estate planning or related fields. Discuss specific cases where you successfully managed client relationships and delivered exceptional service.
✨Demonstrate Legal Knowledge
Since a legal background is preferred, be prepared to discuss relevant laws and regulations. Mention any memberships with professional organizations, like the Society of Will Writers, to strengthen your credibility.
✨Emphasize Communication Skills
Strong written and verbal communication skills are crucial for this role. Prepare examples of how you've effectively communicated complex information to clients in the past.
✨Express Enthusiasm for Growth
This company values career growth and a collaborative culture. Share your excitement about the opportunity to grow within the firm and contribute to its expansion through your expertise.
