Office Angels
Will & Estate Planning Adviser
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Will & Estate Planning Adviser
Permanent | £30,000 Basic Salary + Bonus & Commission | Hybrid Working
Are you looking for an opportunity where you can genuinely influence the future of a growing business rather than simply joining an established team? We're recruiting for a Will & Estate Planning Adviser to join an ambitious financial services business as it launches and develops a dedicated Estate Planning division. This is a unique opportunity to work with an established client base, benefit from warm referrals, and play a key role in shaping a growing area of the business. You'll be supported by an experienced financial services team while building long-term client relationships and developing your own portfolio.
What's on Offer?
- £30,000 basic salary
- Attractive bonus and commission structure
- Monday to Friday working
- Hybrid working
- Warm client introductions and referral opportunities
- Opportunity to build and develop your own client portfolio
- Ongoing professional development
- Support towards relevant industry qualifications
- Genuine career progression opportunities
- Potential future shareholding opportunity
- Supportive and collaborative team environment
The Role
As a Will & Estate Planning Adviser, you'll provide guidance and support to clients across a range of estate planning matters, helping them protect their assets and plan effectively for the future. Responsibilities will include:
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- Advising clients on Wills, Trusts and Estate Planning solutions
- Supporting clients with Lasting Powers of Attorney (LPAs)
- Identifying inheritance tax planning opportunities
- Building long-term client relationships
- Conducting client consultations and fact-finds
- Generating business through referrals and existing client connections
- Working closely with Financial Advisers to deliver joined-up client solutions
- Maintaining accurate records and documentation
- Supporting the ongoing growth and development of the Estate Planning division
About You
We welcome applications from candidates with experience in:
- Will Writing
- Estate Planning
- Probate
- Private Client Services
- Trust Administration
- Financial Services
- Paraplanning
- Client Advisory or Consultative Positions
You'll be customer-focused, commercially aware and passionate about helping clients make informed decisions regarding their future planning needs.
Why Join?
This is more than just another advisory role. You'll be joining at an exciting stage of growth, with the opportunity to help shape a new division, influence its future success and build a rewarding long-term career within a supportive and ambitious business. Due to the high volume of applications we receive, we are unfortunately unable to provide individual feedback to all applicants. If you have not been contacted within 5 working days of submitting your application, please assume your application has been unsuccessful on this occasion. We are committed to providing an inclusive recruitment process. If you require any reasonable adjustments at any stage of the application or interview process, please let us know and we will be happy to support you.
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Office Angels
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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