Planning consultant Work, Jobs in Sandon, Hrt (with Salaries)

Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Facilities Co-ordinator (3 days/15 hours per week)
APEM —Letchworth
- Microsoft Outlook
- Driving
- Organisational skills
- Annual leave
MDT and Planning Co-ordinator (Non-Elective)
Royal Papworth Hospital NHS Foundation Trust —Cambridge
- £28,392 - £31,157 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Computer literacy
5d
Atlassian Jira & Confluence Administrator / Technical Lead
in-tech group Ltd —Stevenage
- Full-time
- Analysis skills
- APIs
- In-person
Quick apply
Business Systems & ERP Integration Support
Mundipharma —Cambridge
- Full-time
- Oracle
- ERP systems
- Project management
Ecologist, Brighton, East Sussex
CSA environmental —Baldock
- Weekend availability
- Hybrid work
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme
Travel Consultant
Premier Travel Ltd. —Saffron Walden
- From £24,785 a year
- Part-time
- Customer service
- Travel
- Organisational skills
- Work from home
- Employee discount
Quick apply
4d
Assistant Project Manager (Construction Projects / Client Side)
Imperial War Museums —Duxford
- £30,000 - £32,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
1d
Regional Sector Lead (Health)
Willmott Dixon Group —Hitchin
- Full-time
- Management
- Business development
- No degree
Programme Coordinator – Central Asia
International Union for Conservation of Nature —Cambridge
- English
- Analysis skills
- No degree
8d
Senior Consultant - Transport Planning
AECOM —St Albans
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Business development
Executive Assistant
Cambridge Consultants —Cambridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
Regional Sector Lead (Health)
Willmott Dixon —Hitchin
- Full-time
- Management
- Business development
- No degree
Quick apply
Senior Consultant/Associate - Agriculture and Environment
Bidwells —Cambridge
- Full-time
- Public speaking
- Mentoring
- Employee discount
Graduate Agricultural Business Consultant
Brown&Co —St. Neots
- Full-time
- Microsoft Word
- Microsoft Excel
- Business
Ecologist, Ashwell, Hertfordshire
CSA environmental —Baldock
- Weekend availability
- Hybrid work
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme
Assistant Project Director - Earthwork and Utilities
NBCUniversal —Bedford
- Full-time
- Microsoft Word
- AutoCAD
- Microsoft Excel
Transport Officer/Senior Transport Officer
North Hertfordshire District Council —Letchworth
- £39,522 - £50,383 a year
- Call to connect
- Hybrid work
- Flexible schedule
Senior/Principal Consultant - Planning Division
Steer —Hemel Hempstead
- Full-time
- Hybrid work
- AutoCAD
- Business development
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Technical Services Manager
JMC Aviation —Stansted
- Monday to Friday
- Management
- Bachelor's degree
- Leadership
- Employee assistance programme

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Trust and Estate Planning Consultant

Solidus Trust -
Stevenage

Apply Now

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 sandon, hrt

Trust and Estate Planning Consultant

Facilities Co-ordinator (3 days/15 hours per week)

MDT and Planning Co-ordinator (Non-Elective)

Atlassian Jira & Confluence Administrator / Technical Lead

Business Systems & ERP Integration Support

Ecologist, Brighton, East Sussex

Travel Consultant

Assistant Project Manager (Construction Projects / Client Side)

Regional Sector Lead (Health)

Programme Coordinator – Central Asia

Senior Consultant - Transport Planning

Executive Assistant

Regional Sector Lead (Health)

Senior Consultant/Associate - Agriculture and Environment

Graduate Agricultural Business Consultant

Ecologist, Ashwell, Hertfordshire

Assistant Project Director - Earthwork and Utilities

Transport Officer/Senior Transport Officer

Senior/Principal Consultant - Planning Division

Technical Services Manager

I want to receive the latest job alerts for planning consultant in sandon, hrt

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