Estate Planning Manager (Permanent)
Estate Planning Manager (Permanent)

Estate Planning Manager (Permanent)

East Grinstead Full-Time 60000 - 65000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead estate planning initiatives and provide expert advice to clients.
  • Company: Join a large, reputable organisation known for its commitment to excellence.
  • Benefits: Enjoy a competitive salary, car allowance, private medical insurance, and generous holiday leave.
  • Why this job: Be part of a dynamic team making a real impact in estate planning.
  • Qualifications: Experience in estate planning and strong advisory skills are essential.
  • Other info: This is a full-time permanent role based in East Grinstead.

The predicted salary is between 60000 - 65000 £ per year.

Salary: £60k-£65k

Car allowance or company car

Monday to Friday 9am-5pm

25 days plus bank holidays

Private medical insurance

Competitive pension contribution

Location: East Grinstead

Lloyd Recruitment Service is pleased to be working with a large organisation in search of an Estates Planning Manager to join their team on a full-time permanent basis.

Purpose of the Job:

To advise the Head of Estates Planning.

Estate Planning Manager (Permanent) employer: Lloyd Recruitment Ltd

As an esteemed employer in East Grinstead, we offer a supportive work culture that prioritises employee well-being and professional growth. With competitive benefits including a generous salary, car allowance, private medical insurance, and a robust pension scheme, we are committed to fostering a rewarding environment where our Estate Planning Managers can thrive and make a meaningful impact.
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Contact Detail:

Lloyd Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Estate Planning Manager (Permanent)

✨Tip Number 1

Network with professionals in the estate planning field. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you.

✨Tip Number 2

Research the company thoroughly. Understand their values, mission, and recent developments. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the position.

✨Tip Number 3

Prepare for common interview questions specific to estate planning. Think about scenarios where you've successfully managed client relationships or resolved complex issues, as these examples will showcase your expertise.

✨Tip Number 4

Follow up after your application. A polite email expressing your enthusiasm for the role can keep you on the radar of the hiring team and show your proactive attitude.

We think you need these skills to ace Estate Planning Manager (Permanent)

Estate Planning Expertise
Legal Knowledge in Trusts and Wills
Client Relationship Management
Financial Acumen
Attention to Detail
Communication Skills
Negotiation Skills
Analytical Skills
Problem-Solving Skills
Project Management
Regulatory Compliance Knowledge
Interpersonal Skills
Time Management
Adaptability

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Estate Planning Manager position. Tailor your application to highlight how your skills and experiences align with these expectations.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in estate planning or related fields. Use bullet points for clarity and focus on achievements that demonstrate your capability for the role.

Write a Strong Cover Letter: Your cover letter should express your enthusiasm for the position and the company. Highlight specific experiences that make you a great fit for the Estate Planning Manager role, and explain why you want to work with this organisation.

Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for an Estate Planning Manager.

How to prepare for a job interview at Lloyd Recruitment Ltd

✨Understand the Role

Make sure you have a clear understanding of what an Estate Planning Manager does. Familiarise yourself with the key responsibilities and how they align with the company's goals. This will help you articulate your fit for the role during the interview.

✨Prepare Relevant Examples

Think of specific examples from your past experience that demonstrate your skills in estate planning, client management, and team collaboration. Be ready to discuss these examples in detail, as they can showcase your expertise and problem-solving abilities.

✨Research the Company

Take some time to research the organisation you're interviewing with. Understand their values, mission, and recent developments in the estate planning sector. This knowledge will allow you to tailor your answers and show genuine interest in the company.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, the challenges the company faces in estate planning, or opportunities for professional development. This shows your enthusiasm and helps you assess if the company is the right fit for you.

Estate Planning Manager (Permanent)
Lloyd Recruitment Ltd
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  • Estate Planning Manager (Permanent)

    East Grinstead
    Full-Time
    60000 - 65000 £ / year (est.)

    Application deadline: 2027-05-10

  • L

    Lloyd Recruitment Ltd

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