Jobs

    Estate Planner - Manchester, United Kingdom - Be Technology

    Be Technology
    Be Technology Manchester, United Kingdom

    1 day ago

    Default job background
    Full time Real Estate
    Description

    Title - Estate Planner
    Start Date - ASAP
    Type -Inside IR35
    Duration - 3 months+ temp to perm
    Rate: £175 p/day
    Location: Manchester

    Position Overview:

    We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills. The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones. A compassionate and meticulous approach to documentation is essential in ensuring clients' wishes are accurately recorded

    Key Responsibilities:

    • Conduct in-depth consultations during in-home visits to assess clients' unique needs, assets, and preferences for estate planning.
    • Guide clients through the legal aspects of will creation, addressing questions and concerns with clarity and expertise.
    • Collaborate with legal teams and resources to stay informed about current estate planning laws and regulations.
    • Maintain detailed records to track client information, preferences, and legal documentation.
    • Provide support with online wills and other services within the company when required.
    • Deliver exceptional customer service by offering ongoing support and addressing post-visit inquiries or adjustments.
    • Stay updated on industry trends and best practices in estate planning to enhance service deliver

    Requirements:

    • Comfortable with remote work, with an opportunity to visit the Head Office once a quarter.
    • Hold a full UK driving license and willingness to travel around North West.
    • STEP qualification preferred.
    • Proficiency in writing wills and understanding legalities.
    • Knowledge of lasting powers of attorney (LPAs).
    • Ability to identify indicators of concerns related to clients' testamentary capacity.
    • High levels of empathy, discretion, and care.
    • Active listening skills and the ability to understand customers' needs.
    • Proactive & capable of initiating tasks independently while effectively following instructions.
    • Flexible schedule to accommodate home visits based on clients' availability.

    If you believe you would be a good fit for the role please apply with your most up to date CV or email me direct on

    Keywords: Estate planning,Lasting Powers of Attorney, Legalities, Society of Trust and Estate Practitioners,(STEP)Legal advisor, Legal regulations

    BeTechnology Group Limited is acting as an Employment Business in relation to this vacancy.

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