Will & Estate Planning Adviser

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:

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 PositionsYou'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.

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.

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