Asset Planner - Greater Manchester, United Kingdom - Be Technology

Description

Title - Estate PlannerStart Date - ASAPType -Inside IR35Duration - 3 months+ temp to permRate: £175 p/dayLocation:

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.

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.

Stay updated on industry trends and best practices in estate planning to enhance service deliverRequirements:
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.
Proficiency in writing wills and understanding legalities.
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 regulationsBeTechnology Group Limited is acting as an Employment Business in relation to this vacancy.