Estate Planning Advisor

Job Description

Our client is an established estate planning company based in Leamington Spa. They are a legal business specialising in providing and selling software for legal services to external clients. Due to team expansion they are now looking to acquire the services of an Estate Planning Advisor to work in their Estate Planning department. This is a fantastic opportunity that would suit someone that wants to improve their technical knowledge and offers genuine career progression within an exciting and varied role.

Main responsibilities:

• Provide technical support to the team that is administering estates.
• Chair trustees’ meetings on a basic level.
• Assist with complex documentation including Deeds of Variation.
• Manage trust administration including trust tax returns.
• Provide advice regarding the implications of buying and selling properties and other trust and estate assets.
• Provide advice to other departments within the business regarding any technical queries.
• Provide advice to advisors and clients regarding estate planning, existing wills and any other estate planning documentation.

Key Skills & Experience:

• Basic understanding of wills, probate and trusts.
• Experience working with legal case management systems is desirable, however not essential.
• IT literate with excellent knowledge of Microsoft Office.
• Highly organised with the ability to manage an increasing workload.
• Strong communication skills, both verbal and written.
• Excellent administration skills with a keen eye for detail.
• Highly motivated with a real desire to improve technical knowledge and ask questions.

Additional Information:

If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability/notice period. You can also call Lottie Goodchild on 01295 983582 for a discreet and confidential discussion about the role.