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Estate Planner

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GCB Recruitment

2mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Legal
    Real Estate & Property
  • Norwich

AI generated summary

  • You should have IFA or banking experience, a legal background or Society of Will Writers membership, legal software skills, and strong communication. Driver's license and attention to detail needed.
  • You will liaise with financial advisers, meet clients for tailored estate planning, manage records, handle an active caseload, and prioritize tasks to meet targets.

Requirements

  • IFA or banking experience preferred
  • Legal background or membership with the Society of Will Writers
  • Proficiency in legal software
  • Strong written and verbal communication skills
  • Valid Driver’s License and access to a personal vehicle
  • High attention to detail
  • Ability to build trusting client relationships and understand client needs

Responsibilities

  • Regular liaising with the financial advisers in the business
  • Conduct meetings with new and existing clients, in person or via video conferencing
  • Provide clients with tailored estate planning solutions
  • Accurately maintain client records and manage correspondence
  • Handle an active caseload and collaborate with involved parties to ensure timely case completion
  • Manage and prioritise caseload effectively to achieve targets

FAQs

What is the base salary for the Estate Planner position?

The base salary for the Estate Planner position is £30,000 - £35,000.

Are there opportunities for career growth within the company?

Yes, the company is expanding through regular business acquisitions, providing exciting opportunities for career growth.

What is the On-Target Earnings (OTE) range for this position?

The On-Target Earnings (OTE) range for the Estate Planner position is £40,000 - £70,000.

What kind of support and training does the company offer?

The company offers comprehensive training and ongoing support to help you succeed in your role.

Is a legal background required for this position?

A legal background or membership with the Society of Will Writers is preferred for this position.

What types of qualifications are needed for the role?

IFA or banking experience is preferred, along with proficiency in legal software and strong communication skills.

Will I have access to administrative support?

Yes, administrative support is available to help manage your caseload effectively.

Do I need a driver’s license for this role?

Yes, a valid Driver’s License and access to a personal vehicle are required.

Will I be conducting meetings in person or virtually?

You will conduct meetings with new and existing clients either in person or via video conferencing.

Is there a company culture of events and conferences?

Yes, the company has a vibrant culture that holds regular events and annual conferences.

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GCB Recruitment

We are Property and Financial Recruitment Specialists, across the UK and Internationally - #WeGetPeople

Human Resources
Industry
11-50
Employees
2010
Founded Year

Mission & Purpose

GCB Recruitment is a specialized recruitment agency focusing on the property, engineering, and construction sectors. Their mission is to connect skilled professionals with leading companies, ensuring a perfect fit for both candidates and employers. With a commitment to delivering personalized service, GCB Recruitment aims to simplify the hiring process, fostering successful, long-term placements. Their purpose is to support industry growth by providing expert recruitment solutions while building strong relationships within the sectors they serve.