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Estate Planning Adviser

BRELLIS RECRUITMENT LIMITED
Job LocationLeamington Spa
EducationNot Mentioned
Salary£28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Estate Planning AdviserThe benefits are excellent including 25 days holiday plus bank holiday increasing with service to a maximum of 29 days, Xmas shutdown and Christmas Party, Summer party, Sage Benefits, Company pension, free wills and discounted other company products, refreshmentsprovided and Free Parking. Genuine opportunities to progress your career.Hybrid working is available 1-2 days per week but on a Rota basis. No set days. 9-5, Monday - Friday, 37.5 hours.Working for a multi-disciplinary support for the UKs Professional Adviser Community. Based in the stunning offices in Leamington Spa.TheEstate Planning team provides support to a network of consultants based throughout the UK, and our own in-house legal services staff of more than80 people. You will also have some exposure to the development of new products and systems andprovide anddevelop training for in-house staff and external partners.Duties of the Estate Planning Adviser:

  • Assisting with the development ofinnovative and new ways to drive efficient methods of information, guidance,and advice regarding the planning and strategies that we offer.
  • Providing technical support to the team administering estates.
  • Advice around the implications of buying and selling trust and estate properties.
  • Considering the implications of transferring trust assets in and out of trusts.
  • Chairing trustees meetings
  • All manner of trust administration, including trust tax returns, with the support of another team
  • Assisting with the drafting of more complex documentation such as Deeds of Variation and Cross Option Agreements
  • Dealing with Technical Queries from both external partners and our in-house Processing, Conveyancing, Live Trust, and Admin teams requiring support and assistance
  • Providing full Estate Planning Advice to advisers and on occasion, clients
  • Providing advice on Existing Wills
  • Report writing
  • Ensuring that all marketing materials are up-to-date and current.
  • Assisting with the internal training of staff
  • Working alongside the software team to ensure the accuracy of data input and consistency of document output.
Experience required for the Estate Planning Adviser role:
  • Experience in dealing withprivate clientwork/Or with a professionalexperience within a solicitors, financial services, Probate, Accounting or Para Planning.
  • Good IT skills particularly with Excel
  • Excellent communication and interpersonal skills.
Join us as an Estate Planning Adviser, where your skills will be valued, and your career will thrive. Enjoy hybrid working options and opportunities for career progression. Apply now to be a part of our dynamic team supporting the UKs Professional AdviserCommunity.INDH

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