At a Glance
- Tasks: Meet clients, explain estate planning options, and manage your schedule with support.
- Company: Soteria Planning, a values-led team focused on client care and community.
- Benefits: Competitive salary, hybrid working, structured development, and modern tools for client meetings.
- Other info: Join a friendly, family-focused team with clear progression opportunities.
- Why this job: Make a real difference in people's lives while growing your career in a supportive environment.
- Qualifications: Exceptional communication skills; estate planning experience is a plus but not essential.
The predicted salary is between 40500 - 49500 £ per year.
Soteria Planning is growing and we’re looking for a people-first, consultative Estate Planner to serve clients across Bracknell, the surrounding areas, and beyond while working hybrid from our Binfield (Bracknell) HQ. We’re a values-led team that believes in clarity, empathy and doing right by our clients – every time.
We’re a friendly, family-focused group who help people protect their families and assets. Clients come to us for practical, plain-English advice on Wills, Trusts, Lasting Powers of Attorney and Probate, and we use modern tools to make working together simple (think Zoom consultations and online booking).
The role (what you’ll do)
- Meet clients 1:1 (in-person and via Zoom), building trust and explaining options in clear, human terms.
- Conduct fact-finds, scope client objectives and recommend appropriate estate planning solutions (e.g., Wills, LPAs, Trusts), collaborating with our drafting/admin team to deliver accurate documents.
- Manage your diary and pipeline, follow up with leads and introducers, and keep immaculate notes and records.
- Champion our “client-first” ethos at community events and partner meetings.
- Keep learning – you’ll have internal and external training and ongoing support from experienced colleagues.
About you (what you’ll bring)
- Exceptional communication and interpersonal skills; you listen first and explain clearly.
- Driven, hungry to learn and comfortable owning your schedule in a hybrid set-up.
- Confident face-to-face: you’re at your best in 1:1 client meetings (living rooms, cafés, Zoom – wherever clients feel at ease).
- Organised and detail-oriented, able to juggle appointments and follow-ups without dropping the ball.
- Team player who works independently and contributes positively to the wider group.
- Estate planning experience is welcome, not essential – the right mindset matters most. Training provided.
What’s in it for you
- £25,000 – £35,000 base salary (DOE), with clear progression as we grow.
- Hybrid working: split your time between the Binfield (Bracknell) head office and field/client work. You’ll regularly travel locally for client meetings.
- Structured development with internal and external training plus mentoring from experienced advisers.
- Modern tools to make meetings smooth and accessible for clients (video consults and online booking).
- A supportive, values-led culture where your voice is heard and your impact is visible.
How to apply
Hit Easy Apply on LinkedIn and include a brief note on why this role is right for you.
Estate Planner in Bracknell employer: Soteria Planning
Soteria Planning is an exceptional employer that prioritises a people-first approach, fostering a supportive and values-led culture in the heart of Bracknell. With a focus on employee growth through structured development and mentoring, we offer a hybrid working model that allows for flexibility while ensuring your contributions are recognised and impactful. Join our friendly, family-oriented team where you can make a real difference in clients' lives with practical estate planning solutions.
