Zenco Legal
Technical Estate Planning Consultant
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About Us
Zenco Legal helps everyday families protect the people they love when it matters most. We make estate planning straightforward and affordable through clear guidance, accessible products and innovative online solutions—all backed by an exceptional customer experience.
If you’re excited by the opportunity to challenge the traditional estate planning market and make vital protection accessible to more families, we’d love to hear from you.
About the Role
This is an advisory consultancy role focused on technical oversight, document review and product development support.
You will work with the leadership team to ensure our estate planning products, customer-facing documents, policies and processes remain clear, legally robust and aligned with industry best practice.
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This role does not involve client casework, fee earning, customer consultations or providing legal advice directly to customers.
Key Responsibilities
- Act as the business's technical adviser on wills, trusts and LPAs.
- Review customer-facing documents, terms and conditions, policies and estate planning templates.
- Support the development of new products and services.
- Identify legal, operational and customer risks and recommend improvements.
- Provide technical guidance to management and operational teams.
- Assist with quality assurance, governance and continuous improvement initiatives.
About You
You may be:
- STEP qualified
- CILEX qualified
- A solicitor with relevant private client experience
- An experienced estate planning professional with strong technical knowledge
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You'll have:
- Extensive knowledge of wills, trusts and estate planning
- Experience reviewing legal or customer-facing documentation
- Strong analytical and problem-solving skills
- The ability to explain complex concepts in clear, practical language
- A commercial and customer-focused approach
Why Join Us?
This is an opportunity to influence the future direction of a growing and innovative business while maintaining the flexibility and independence of a consultancy role.
You'll work directly with senior leadership, helping shape products, improve customer outcomes and strengthen governance across the business.
Flexible consultancy arrangements available, including retained or day-rate engagements.
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