At a Glance
- Tasks: Support clients with estate planning solutions and manage technical queries.
- Company: Join Solidus Trusts, a leader in trust and estate planning.
- Benefits: Competitive salary, bonus scheme, private medical insurance, and pension.
- Other info: Opportunities for professional development and long service rewards.
- Why this job: Grow your career in a dynamic environment with real impact on clients' lives.
- Qualifications: Knowledge of Wills, Trusts, and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
This is an opportunity to join Solidus Trusts as a Trust and Estate Planning Consultant. This is an office based role, based from our Stevenage office. 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.
Responsibilities- 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.
- 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.
- Discretionary annual bonus scheme based on company performance
- Contributory pension scheme
- Private Medical Insurance
- Loyalty Bonus and additional annual leave entitlement for long service
Trust and Estate Planning Consultant in Stevenage employer: AFH Financial Group.
At Solidus Trusts, we pride ourselves on being an exceptional employer, offering a dynamic work environment in our Stevenage office where collaboration and professional growth are at the forefront. Our commitment to employee development is reflected in our comprehensive benefits package, including a discretionary annual bonus scheme, private medical insurance, and opportunities for career progression within the estate planning sector. Join us to be part of a supportive team that values your expertise and encourages you to thrive in your role as a Trust and Estate Planning Consultant.
StudySmarter Expert Advice🤫
We think this is how you could land Trust and Estate Planning Consultant in Stevenage
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Trust and Estate Planning Consultant role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a quick summary of your skills and experience ready to go, especially your knowledge of Wills and Trusts. Make it engaging and memorable!
✨Tip Number 3
Be proactive! If you see a company you want to work for, reach out directly. Send them a message expressing your interest in their Trust and Estate Planning roles. Sometimes, showing initiative can set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and ace those tricky questions about estate planning. Plus, it’s the best way to stay updated on new opportunities at Solidus Trusts.
We think you need these skills to ace Trust and Estate Planning Consultant in Stevenage
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trust and Estate Planning Consultant role. Highlight your relevant experience in financial or legal services, and don’t forget to showcase your communication skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about estate planning and how your background makes you a perfect fit for Solidus Trusts. Keep it engaging and personal!
Showcase Your Technical Knowledge:Since this role requires a solid understanding of Trust frameworks, make sure to mention any specific knowledge or experience you have with Wills, Trusts, and Estate Planning. We want to see that you can handle complex planning solutions!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Solidus Trusts!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Stuff
Make sure you brush up on your knowledge of Wills, Trusts, and Estate Planning. Familiarise yourself with the latest trends and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since excellent written and verbal communication skills are key for this role, practice articulating complex planning solutions clearly and simply. You might even want to prepare a few examples of how you've successfully communicated technical information in the past.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this position, be prepared to discuss how you ensure quality in your work. Bring examples of how you've managed case administration or checked document drafts for errors in previous roles.
✨Be Ready to Discuss Growth Opportunities
Solidus Trusts is looking for someone keen on career progression. Think about how you can contribute to business growth and revenue development. Prepare to share your ideas on potential improvements to procedures and systems that could benefit the company.
