Estate Planner (Remote)

Estate Planner | Trinity Personnel | UK

**this is a remote job**
We are recruiting for a growing, innovative company transforming the way people plan for and deal with death. They are seeking a dedicated Estate Planner to join their team. This role involves conducting home visits to assist clients in drafting wills, trusts, and lasting powers of attorney, ensuring their wishes are documented with care and precision.
If you have a background as a Financial Advisor, your skills and expertise could also be highly suitable for this role.
Key Responsibilities
* Conduct detailed consultations during home visits to understand clients’ unique needs, assets, and preferences for estate planning.
* Guide clients through the legal aspects of will creation, providing clear and expert advice.
* Stay up to date with current estate planning laws and regulations by collaborating with legal teams and resources.
* Maintain accurate records of client information, preferences, and documentation.
* Support online will-writing and other services within the company as needed.
* Deliver exceptional customer service, addressing post-visit inquiries or adjustments.
* Keep informed of industry trends to continuously improve service delivery.
About You
* Comfortable working remotely, with occasional visits to the London HQ.
* Full UK driving license and willingness to travel around Essex.
* STEP qualification (preferred).
* Knowledge of will writing, trusts, and LPAs.
* Familiar with identifying concerns related to clients’ testamentary capacity.
* High levels of empathy, discretion, and care in client interactions.
* Strong verbal and written communication skills.
* Excellent active listening skills with the ability to understand client needs.
* Proactive and independent, with flexibility to accommodate client schedules.
Candidates with experience as Financial Advisors are encouraged to apply, as their expertise aligns closely with the skills needed for this role.
Benefits
* Share incentive scheme.
* Flexible holiday allowance, including an extra day off for your birthday.
* Option to work anywhere in the world for up to 4 weeks annually.
* Vitality Health & Life Insurance.
* Pension scheme and enhanced parental leave.
* Free will-writing services and discounts on additional services.
* Cycle to Work Scheme and Electric Vehicle (EV) Salary Sacrifice Scheme.
* Charitable fundraising match up to £500.
* Entrepreneurial support through the company’s Springboard initiative.
This role is an excellent opportunity to make a meaningful impact in a forward-thinking company dedicated to supporting individuals and families during significant life moments. If this sounds like the perfect fit for you, we’d love to hear from you!