Financial planner Work, Jobs in Bishop's Stortford, Hrt (with Salaries)

Trust and Estate Planning Consultant
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- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
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- Full-time
- Microsoft Powerpoint
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- Free parking
- Work from home
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Trust and Estate Planning Consultant

Solidus Trust -
Stevenage

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Job details

Full-time

Benefits

Additional leave
Annual leave
Company pension
Private medical insurance

Qualifications

Financial services
Estate planning
Communication skills
Time management

Full job description

Trust and Estate Planning Consultant - Solidus Trusts

This is an opportunity to join Solidus Trusts as a Trust and Estate Planning Consultant. This is an office based role, based from our Stevenage office.

The role is varied and involves supporting both inbound and outbound client enquiries, as well as assisting with the delivery of estate planning solutions and structures. There is strong potential for career progression for the right candidate who is keen to further develop their knowledge and expertise within Estate Planning and Trusts.

Previous experience within financial services, legal services, paraplanning or another regulated industry would be advantageous.

The ideal candidate will possess excellent written and verbal communication skills, strong attention to detail, and a solid technical understanding of estate planning frameworks.

As our Trust and Estate Planning Consultant, you will typically:

Liaise with financial planners and other stakeholders as required
Develop and grow revenue opportunities from both existing and prospective clients
Support clients by identifying suitable planning solutions and opportunities
Provide coaching and technical guidance to internal staff
Handle and resolve technical queries relating to Trusts, Estate Planning, and Inheritance Tax (IHT)
Manage case administration and oversee a busy helpdesk support service
Assist with strategic planning relating to the use of Trusts
Recommend and implement improvements to procedures and systems where appropriate
Produce internal and external technical bulletins and communications
Ability to support the end client directly
Review and check final document drafts for accuracy and quality.

What we are looking for in our ideal Trust and Estate Planning Consultant:

Strong working knowledge of Wills, Trusts, and Estate Planning
Excellent time management skills with the determination to meet deadlines and quality standards
Organised, proactive, and goal-oriented approach to work
Ability to work collaboratively within a team, while also being comfortable working independently
Confidence in understanding complex planning solutions and explaining them clearly and simply
Demonstrated ability to contribute to business growth and revenue development
A solid understanding of Trust frameworks.

What you'll get at Solidus Trusts:

Discretionary annual bonus scheme based on company performance
Contributory pension scheme
Private Medical Insurance
Cash Plan Health Benefit Scheme
Loyalty Bonus and additional annual leave entitlement for long service

Apply Now

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