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

Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Environmental Consultant
M Group —Stevenage
- £40,000 a year
- Project management
- Communication skills
- Annual leave
- Employee assistance programme
Senior Jira & Confluence Consultant
in-tech group Ltd —Stevenage
- Full-time
- Analysis skills
- APIs
- In-person
Quick apply
1d
Senior/Principal Consultant - Planning Division
Steer —Hemel Hempstead
- Full-time
- Hybrid work
- AutoCAD
- Business development
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Consultant – Global Advisory Services
IQVIA —Cambridge
- English
- Master's degree
- Project management
Transport Officer/Senior Transport Officer
North Hertfordshire District Council —Letchworth
- £39,522 - £50,383 a year
- Call to connect
- Hybrid work
- Flexible schedule
14d
Senior Consultant - Transport Planning
AECOM —St Albans
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Business development
Project Manager
Forestry England —Tring
- £40,388 - £43,482 a year
- Part-time
- Hybrid work
- English
- Free parking
- Employee discount
Technical Services Manager
JMC Aviation —Stansted
- Monday to Friday
- Management
- Bachelor's degree
- Leadership
- Employee assistance programme
Global Process Lead AR, Cash Allocation & Credit Control - Project Atlas
Cambridge University Press & Assessment —Cambridge
- £48,100 - £64,375 a year
- Hybrid work
- Communication skills
- Annual leave
14d
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
IT Project Manager
Interpham Consulting —Luton
- Full-time
- PMP
- Engineering
- Microsoft Office
HR Business Partner
Integral Memory Plc —London
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Human resources
- SharePoint
- In-person
Quick apply
Regional Sector Lead (Health)
Willmott Dixon Group —Hitchin
- Full-time
- Management
- Business development
- No degree
14d
Physicist - Consultant
Awerian —Cambridge
- Full-time
- Project management
- Machine learning
- No degree
- Life insurance
Quick apply
3d
Architectural CAD Operator
Architectural Agent —Wood Green
- Part-time
- Hybrid work
- AutoCAD
- Schematics
- CAD
Quick apply
11d
Senior Consultant/Associate - Agriculture and Environment
Bidwells —Cambridge
- Full-time
- Public speaking
- Mentoring
- Employee discount
Consultant in Diabetes and Endocrinology
East and North Hertfordshire Teaching NHS Trust —Stevenage
- £109,725 - £145,478 a year
- Part-time
- Flexible schedule
8d
Community Consultant in Palliative Medicine
Arthur Rank Hospice Charity —Cambridge
- £113,565 - £150,569 a year
- Part-time
- Hospice
- Leadership
Sales Manager – Lighting
Midwich Group —Letchworth
- Sales
- Communication skills
- Free parking
- 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 stevenage, hrt

Trust and Estate Planning Consultant

Environmental Consultant

Senior Jira & Confluence Consultant

Senior/Principal Consultant - Planning Division

Consultant – Global Advisory Services

Transport Officer/Senior Transport Officer

Senior Consultant - Transport Planning

Project Manager

Technical Services Manager

Global Process Lead AR, Cash Allocation & Credit Control - Project Atlas

Leakage Data Analyst

IT Project Manager

HR Business Partner

Regional Sector Lead (Health)

Physicist - Consultant

Architectural CAD Operator

Senior Consultant/Associate - Agriculture and Environment

Consultant in Diabetes and Endocrinology

Community Consultant in Palliative Medicine

Sales Manager – Lighting

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

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