Office Angels
Wills & Estate Planning Adviser (TEP Qualified)
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Wills & Estate Planning Adviser (TEP Qualified)
South Tyneside | Permanent | Circa. £30,000 Basic Salary + Bonus & Commission | Realistic OTE £45,000-£60,000+
Build Something. Shape Something. Grow Something.
Are you an experienced Wills & Estate Planning Adviser looking for more than just your next role? We're working with an established and growing business that is launching a brand-new Wills & Estate Planning division. As part of this exciting journey, we're looking for a TEP-qualified professional who can provide expert client advice whilst helping to build and shape the future of the division.
This is a rare opportunity to join at the beginning, influence how the division develops, build your own client portfolio and play a genuine role in its long-term success.
What's on Offer?
- £30,000 basic salary DOE
- Attractive bonus and commission structure
- Realistic OTE of £45,000-£60,000+
- Monday to Friday, 9:00am-5:00pm
- Hybrid working (typically 3 days in the office, 2 days from home)
- Modern, professional working environment
- Existing client introductions and warm referral opportunities
- Opportunity to build and develop your own client portfolio
- Support from an established and successful financial services team
- Ongoing professional development
- Genuine opportunity to help create and grow a new business division
- Potential future shareholding opportunity linked to the growth and success of the division
- Long-term career progression
The Role
As a Wills & Estate Planning Adviser, you'll combine high-quality client advice with business development, helping establish and grow the division.
Key responsibilities will include:
- Advising clients on wills, trusts and estate planning solutions
- Advising on Lasting Powers of Attorney (LPAs)
- Identifying inheritance tax planning opportunities
- Developing tailored estate planning strategies
- Building strong and lasting client relationships
- Working closely with Financial Advisers to provide a joined-up client service
- Maximising warm referrals and client introductions
- Developing new business opportunities
- Growing and managing your own client portfolio
- Supporting the development of services, processes and propositions within the division
- Contributing ideas and initiatives to support the growth of the business
- Maintaining accurate client records and documentation
- Ensuring all advice is delivered professionally, ethically and in line with current legislation and best practice
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About You
We're looking for an experienced professional who combines strong technical knowledge with excellent client and commercial skills.
You'll ideally have:
- TEP (Trust and Estate Practitioner) qualification - essential
- Proven experience advising clients on wills, trusts and estate planning
- Strong knowledge of inheritance tax planning
- Experience dealing with complex estate planning matters
- Excellent communication and relationship-building skills
- The ability to explain complex legal and financial matters in a clear and practical way
- Strong attention to detail and organisational skills
- A professional, personable and client-focused approach
- Commercial awareness and enthusiasm for developing new business
- Confidence in building and maintaining your own client relationships
- The ability to work independently and take ownership of your workload
- An entrepreneurial mindset and a genuine desire to help build a successful division
Why Join?
This isn't simply an opportunity to join an existing team. You'll be joining at the very start of an exciting new venture, with the opportunity to influence the proposition, shape the client experience, build your portfolio and help establish a successful business area from the ground up.
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For the right individual, there is also the potential to secure a future shareholding in the business, giving you a genuine stake in its success.
Interested?
If you're a TEP-qualified Wills & Estate Planning Adviser looking for a role where you can make a genuine impact, develop your client portfolio and play a key role in building a new division, we'd love to hear from you.
Apply today to find out more.
Due to the high volume of applications we receive, we are unable to provide individual feedback to all applicants. If you have not heard from us within 5 working days of submitting your application, please assume that your application has not been successful on this occasion. If you require any reasonable adjustments during the recruitment process, please let us know and we will be happy to support you.
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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