At a Glance
- Tasks: Support clients in their estate planning journey with empathy and professionalism.
- Company: Soteria Estate Planning, a supportive and compassionate team.
- Benefits: Full training, flexible working, and clear progression opportunities.
- Other info: Friendly environment with ongoing mentoring and support.
- Why this job: Make a real difference in people's lives while building a meaningful career.
- Qualifications: No experience needed; just a caring attitude and good communication skills.
The predicted salary is between 25000 - 32000 € per year.
At Soteria Estate Planning, we believe estate planning should feel personal, straightforward and genuinely supportive. We are growing our local team and looking for a Trainee Estate Planner who wants more than “just a job”. This is an opportunity to build a long‑term career helping individuals and families put the right plans in place for the future through Wills, Trusts, Lasting Powers of Attorney and Estate Planning advice. No previous estate planning experience is required. What matters most to us is attitude, empathy, professionalism and the ability to genuinely care about people.
The Role
- You’ll work alongside experienced advisers learning how to:
- Support clients through the estate planning journey
- Hold professional and compassionate conversations
- Understand family circumstances and future wishes
- Learn about Wills, Trusts and LPAs
- Build trusted relationships within the local community
- Provide a service that is clear, personal and jargon‑free
You won’t be thrown in at the deep end. We provide ongoing mentoring, support and development to help you grow in confidence and knowledge.
Who This Could Suit
Role could be ideal for someone from:
- Estate agency
- Financial services
- Customer service
- Recruitment
- Hospitality
- Sales
- Care or support roles
Or someone simply looking for a more meaningful career with progression.
You’ll do well here if you:
- Enjoy talking to people
- Are naturally organised
- Communicate confidently and professionally
- Have a good eye for detail
- Care about doing the right thing for clients
- Prefer honest conversations over pushy sales tactics
What We Offer
- Full training and ongoing support
- Clear progression opportunities
- A friendly and supportive environment
- Flexible working opportunities
- The chance to build a respected long‑term career
- A role where you genuinely make a difference to families
About Soteria Estate Planning
At Soteria Estate Planning, we help people protect who and what they love through clear, compassionate and professional advice. Our team believes in listening first, simplifying complex conversations and supporting clients with empathy and transparency throughout the process. If you’re looking for a career where people matter, we’d love to hear from you. Apply now to start your journey with Soteria Estate Planning.
Associate Estate Planner employer: Soteria Estate Planning
At Soteria Estate Planning, we pride ourselves on fostering a supportive and empathetic work culture that prioritises personal growth and meaningful connections. As an Associate Estate Planner, you'll benefit from comprehensive training, flexible working options, and clear pathways for career advancement, all while making a genuine difference in the lives of families within your local community. Join us to embark on a rewarding journey where your contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Estate Planner
✨Tip Number 1
Network like a pro! Reach out to friends, family, and former colleagues to let them know you're on the hunt for a role in estate planning. You never know who might have a lead or can introduce you to someone at Soteria Estate Planning.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to estate planning. Think about how you can showcase your empathy and professionalism, as these are key traits that Soteria values.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications with a friendly email or call. It shows your enthusiasm and helps you stand out from the crowd. Plus, it’s a great way to express your genuine interest in joining the Soteria team.
✨Tip Number 4
Get involved in local community events or online forums related to estate planning. This not only builds your knowledge but also helps you connect with potential mentors and clients, making you a more attractive candidate for Soteria.
We think you need these skills to ace Associate Estate Planner
Some tips for your application 🫡
Be Yourself:When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your passion for helping others and your genuine interest in estate planning.
Tailor Your Application:Make sure to customise your application to reflect the values we hold dear at Soteria Estate Planning. Highlight your empathy, professionalism, and any relevant experiences that showcase your ability to connect with people.
Keep It Clear and Concise:We appreciate straightforward communication, so keep your application clear and to the point. Avoid jargon and focus on what makes you a great fit for the role and how you can contribute to our supportive environment.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to join our team!
How to prepare for a job interview at Soteria Estate Planning
✨Know Your Why
Before the interview, take a moment to reflect on why you want to work in estate planning. Think about how your values align with Soteria's mission of providing compassionate and professional advice. Being able to articulate your passion for helping families will resonate well with the interviewers.
✨Showcase Your Empathy
Since empathy is key in this role, prepare examples from your past experiences where you've demonstrated understanding and support for others. Whether it’s in customer service or any other field, sharing these stories will highlight your ability to connect with clients on a personal level.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about the company culture, training opportunities, and how they support their team. This shows that you’re genuinely interested in the role and want to ensure it’s the right fit for both you and Soteria.
✨Practice Professional Communication
Since clear and professional communication is crucial, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend or family member to get comfortable discussing your skills and experiences in a professional manner.
