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- Tasks: Meet clients, explain estate planning options, and manage your schedule effectively.
- Company: Join Soteria Planning, a values-led team dedicated to helping families protect their assets.
- Benefits: Enjoy a competitive salary, hybrid working, and structured training for career growth.
- Why this job: Be part of a supportive culture where your voice matters and you can make a real impact.
- Qualifications: Exceptional communication skills and a willingness to learn; experience in estate planning is a plus.
- Other info: Flexible working environment with opportunities for personal and professional development.
The predicted salary is between 21500 - 29500 ÂŁ per year.
Overview
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.
- Prefer to research first? Start here: Soteria Planning — Homepage; Meet the Team; Follow our culture on Instagram, Facebook, YouTube and X.
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Estate Planner employer: Soteria Planning
Contact Detail:
Soteria Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planner
✨Tip Number 1
Familiarise yourself with Soteria Planning's values and approach to estate planning. Understanding their client-first ethos will help you align your communication style during interviews, showcasing that you share their commitment to clarity and empathy.
✨Tip Number 2
Engage with Soteria Planning on social media platforms like Instagram and Facebook. This not only gives you insights into their company culture but also allows you to connect with current employees, which could provide valuable information and potentially a referral.
✨Tip Number 3
Prepare for the interview by practising how to explain complex estate planning concepts in simple terms. Since the role involves meeting clients and explaining options clearly, demonstrating this skill can set you apart from other candidates.
✨Tip Number 4
Show your enthusiasm for continuous learning. Mention any relevant courses or training you've undertaken, and express your eagerness to participate in the internal and external training opportunities offered by Soteria Planning.
We think you need these skills to ace Estate Planner
Some tips for your application 🫡
Understand the Role: Before applying, take the time to thoroughly read the job description for the Estate Planner position at Soteria Planning. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Craft a Personalised Cover Letter: Write a cover letter that highlights your communication skills and your passion for helping families protect their assets. Mention specific aspects of Soteria Planning's values that resonate with you, such as their client-first ethos.
Showcase Relevant Experience: Even if you don't have direct estate planning experience, highlight any relevant skills or experiences that demonstrate your ability to communicate effectively and work independently. Use examples from previous roles where you’ve built trust with clients.
Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of an Estate Planner.
How to prepare for a job interview at Soteria Planning
✨Understand the Company Values
Before your interview, take some time to research Soteria Planning's values and mission. They emphasise clarity, empathy, and a client-first approach, so be prepared to discuss how your own values align with theirs.
✨Showcase Your Communication Skills
As an Estate Planner, exceptional communication is key. Practice explaining complex concepts in simple terms, as you will need to do this with clients. Consider role-playing with a friend to refine your approach.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. Be ready to discuss how you would build trust and rapport with clients during 1:1 meetings, whether in person or via Zoom.
✨Demonstrate Organisational Skills
Since the role involves managing a diary and following up with leads, be prepared to discuss your organisational strategies. Share examples of how you've successfully managed multiple tasks or appointments in the past.