At a Glance
- Tasks: Provide expert advice on Wills, Trusts, and Estate Planning to clients.
- Company: Join a 5-star rated national Estate Planning and Financial Services business.
- Benefits: Flexible working options, competitive earnings, and ongoing training support.
- Other info: Exciting growth opportunities with new offices opening soon.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Experience in estate planning and a consultative approach to client interactions.
The predicted salary is between 40500 - 49500 £ per year.
Due to continued growth, we are recruiting for an experienced Estate Planning Practitioner to join our 5-star rated national Will writing, Estate Planning and Financial Services business, based in Camberley with additional new offices opening in Hartley Wintney later in the year.
You will primarily be providing advice to both new and existing clients on Wills, Trusts, Lasting Power of Attorney and Probate along with introductions to our Financial Services team as appropriate.
Meetings are conducted by a combination of telephone, video-conference and face to face (both home-visit and office-based) depending on client circumstances and needs. The majority of appointments are pre-booked though there will be times that you will be handling inbound enquiries from prospects and walking them through the journey to becoming a client of ours.
With offices in Camberley & new offices opening on Hartley Wintney's High Street later this year, you will primarily be working from either or both but will have the flexibility to work from home when appropriate.
Demonstrable experience is required with full training and support provided on an ongoing basis. You must also be able to demonstrate a consultative attitude with the primary goal being to listen to our clients and share advice as appropriate. The point being that the client may feel they know best on how to structure their Will but often there is a more appropriate way for their Will to be drafted in an alternate manner and in these eventualities, you would need to be able to present this to them and explain why, based on your conversation with them, understanding of their circumstances and their wishes.
This is an exciting opportunity to join a well-established company, in its 10th year of business which with your help, can propel its results at the same time as levelling up your career! You can expect competitive earnings in line with your skills, experience and the value that you bring and to be rewarded along the way for the quality and quantity of the work you produce.
If you feel this role could be for you, get in touch for a formal or informal chat with the team. Further, please be assured that your privacy is valued to the highest extremes and that any conversation will be confidential for as long as you would like it to be - client and staff privacy is all part of standard day to day working.
All applicants should send their CV to careers@pjawills.co.uk at which point a member of our team will respond accordingly. After sending your CV to us, should you require further information you are welcome to call us on 01276 903400.
Contact Information:
- 01276 903400
- support@pjawills.co.uk
- 7 Portesbery Road, Camberley, Surrey, GU15 3TA
Estate Planning Consultant in Camberley employer: Wills Pattison James Associates Limited
Join a dynamic and supportive team at our 5-star rated estate planning firm, where your expertise as an Estate Planning Consultant will be valued and rewarded. With flexible working arrangements from our Camberley and Hartley Wintney offices, alongside opportunities for professional growth and ongoing training, you will thrive in a culture that prioritises client relationships and employee development. Experience competitive earnings and the satisfaction of making a meaningful impact in clients' lives while enjoying a collaborative and respectful work environment.
Contact Details:
Wills Pattison James Associates Limited Recruitment Team
