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- Tasks: Help clients with estate planning, both in-person and online.
- Company: Join a dedicated team focused on providing top-notch estate planning services.
- Benefits: Enjoy flexible working hours and the chance to make a real impact.
- Why this job: Build meaningful relationships while helping clients secure their legacies.
- Qualifications: Legal background or Society of Will Writers membership required; strong communication skills essential.
- Other info: Must have a driving license and access to a vehicle.
The predicted salary is between 43200 - 72000 £ per year.
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Attending new and existing clients in their homes, or via video conferencing
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Advising clients on estate planning solutions
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Accurately maintain client records and correspondence
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Manage an incoming caseload and work with those parties involved towards the successful completion of a case
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Prioritise and manage your own caseload to deliver against targets
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Private Client experience
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Legal background or member of the Society of Will Writers
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Ability to use legal software
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Strong communication skills; both written and verbal
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Driving Licence, with access to your own vehicle
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Have a keen eye for detail
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Able to cultivate strong client relationships and demonstrate a deep understanding of their needs
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 private clients and any relevant legal background during your conversations. This will show that you understand the nuances of estate planning and can relate to the needs of potential clients.
✨Tip Number 2
Demonstrate your strong communication skills by practicing how you explain complex legal concepts in simple terms. This is crucial for building trust and rapport with clients who may not be familiar with estate planning.
✨Tip Number 3
Familiarize yourself with the legal software commonly used in estate planning. Being proficient in these tools will not only streamline your work but also impress us with your readiness to hit the ground running.
✨Tip Number 4
Showcase your ability to manage a caseload effectively by sharing examples of how you've prioritized tasks in previous roles. This will demonstrate your organizational skills and your commitment to delivering results.
We think you need these skills to ace Estate Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in estate planning and private client work. Emphasize any legal background or membership in the Society of Will Writers.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your strong communication skills and ability to build client relationships. Mention specific examples of how you've successfully managed caseloads and met targets.
Showcase Your Technical Skills: If you have experience with legal software, be sure to mention it. Highlight any specific tools you are proficient in that would be beneficial for the role.
Highlight Attention to Detail: Provide examples in your application that showcase your keen eye for detail. This could include instances where your attention to detail led to successful outcomes in previous roles.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Client Relationship Skills
During the interview, emphasize your ability to build strong relationships with clients. Share specific examples of how you've successfully understood and met client needs in previous roles.
✨Demonstrate Your Legal Knowledge
Be prepared to discuss your legal background and any relevant experience you have with estate planning. Highlight your familiarity with legal software and how it has helped you manage cases effectively.
✨Highlight Your Organizational Skills
Since managing a caseload is crucial for this role, provide examples of how you've prioritized tasks and managed multiple cases simultaneously. Discuss any tools or methods you use to stay organized.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and confidently, both in writing and verbally. Consider preparing answers to common interview questions to help you feel more at ease.
