Planning consultant Work, Jobs in Great Offley, Hrt (with Salaries)

Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Senior Jira & Confluence Consultant
in-tech group Ltd —Stevenage
- Full-time
- Analysis skills
- APIs
- In-person
Quick apply
5d
Senior/Principal Consultant - Planning Division
Steer —Hemel Hempstead
- Full-time
- Hybrid work
- AutoCAD
- Business development
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Project & Executive Support Partner
Matrix —Milton Keynes
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Master's degree
- Free parking
- Health & wellbeing programme
Quick apply
15h
Transport Officer/Senior Transport Officer
North Hertfordshire District Council —Letchworth
- £39,522 - £50,383 a year
- Call to connect
- Hybrid work
- Flexible schedule
Key Account Manager
CARMELCREST LTD —Bishop's Stortford
- From £40,000 a year
- Full-time
- Hybrid work
- Business development
- Driving
- Travel
Quick apply
Technical Services Manager
JMC Aviation —Stansted
- Monday to Friday
- Management
- Bachelor's degree
- Leadership
- Employee assistance programme
Project Manager
National Highways —Bedford
- £47,410 - £54,210 a year
- Full-time
- Civil engineering
- Project management
- Contracts
Regional Sector Lead (Health)
Willmott Dixon Group —Hitchin
- Full-time
- Management
- Business development
- No degree
Senior Consultant - Transport Planning
AECOM —St Albans
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Business development
Regional Sector Lead (Health)
Willmott Dixon —Hitchin
- Full-time
- Management
- Business development
- No degree
Quick apply
Assistant Project Manager
National Highways —Bedford
- £39,340 - £44,970 a year
- Full-time
- Project management
IT Project Manager
Interpham Consulting —Luton
- Full-time
- PMP
- Engineering
- Microsoft Office
Sales Manager – Lighting
Midwich Group —Letchworth
- Sales
- Communication skills
- Free parking
- Employee assistance programme
Graduate Agricultural Business Consultant
Brown&Co —St. Neots
- Full-time
- Microsoft Word
- Microsoft Excel
- Business
9d
Client Development Director
BCD Travel —Milton Keynes
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Sick pay
8d
Leakage Data Analyst
Hydrosave —London
- £33,907.00 - £33,907.68 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Architectural Technologist
Hill Group UK —Saffron Walden
- AutoCAD
- Communication skills
- Employee discount
Airports and Airspace Senior Consultant
Sagentia —Cambridge
- Full-time
- Military
- Project management
- Employee assistance programme
- Employee discount
Quick apply
HERITAGE AND SENIOR HERITAGE CONSULTANTS (Landscape and Conservation Management)
Cotswold Archaeology —Milton Keynes
- £35,665 - £54,740 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
12d

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planning consultant jobs near great offley, hrt

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

Refine Your Search

planning consultant jobs in great offley, hrt

Trust and Estate Planning Consultant

Senior Jira & Confluence Consultant

Senior/Principal Consultant - Planning Division

Project & Executive Support Partner

Transport Officer/Senior Transport Officer

Key Account Manager

Technical Services Manager

Project Manager

Regional Sector Lead (Health)

Senior Consultant - Transport Planning

Regional Sector Lead (Health)

Assistant Project Manager

IT Project Manager

Sales Manager – Lighting

Graduate Agricultural Business Consultant

Client Development Director

Leakage Data Analyst

Architectural Technologist

Airports and Airspace Senior Consultant

HERITAGE AND SENIOR HERITAGE CONSULTANTS (Landscape and Conservation Management)

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