At a Glance
- Tasks: Train to become a Wills and Estate Planner, handling client interviews and learning about trusts and tax.
- Company: Join Capital Fortune Rockhopper, a leading firm in the heart of London.
- Benefits: Full-time training, clear qualification path, and hybrid working model.
- Other info: Enjoy a supportive environment with AI-assisted tools to enhance your training.
- Why this job: Make a real difference in clients' lives while developing valuable skills in estate planning.
- Qualifications: No prior experience needed; just a passion for helping others and a willingness to learn.
The predicted salary is between 25650 - 31350 £ per year.
Capital Fortune Rockhopper is seeking a Trainee Wills and Estate Planner in the City of London.
You will train full time, with a clear path to qualification, supported by AI-assisted drafting and supervised checks.
You will develop expertise gradually, handling client interviews with sensitivity, and learning drafting, trusts and tax as you progress.
The role starts office-based, moving to hybrid as you train.
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Trainee Wills & Estate Planner — Hybrid Training in London employer: Capital Fortune Rockhopper / Client Connect
Capital Fortune Rockhopper is an exceptional employer located in the heart of London, offering a dynamic work culture that fosters growth and development. As a Trainee Protection Broker, you will benefit from comprehensive training, access to warm leads, and a clear progression path within an award-winning brokerage. With a competitive remuneration model and the flexibility of hybrid working after training, this role provides a meaningful opportunity for those looking to build a rewarding career in the financial services sector.
Contact Details:
Capital Fortune Rockhopper / Client Connect Recruitment Team
