At Soteria Estate Planning, we believe estate planning should feel personal, straightforward and genuinely supportive. We are growing our local team and looking for a Trainee Estate Planner who wants more than “just a job”. This is an opportunity to build a long‑term career helping individuals and families put the right plans in place for the future through Wills, Trusts, Lasting Powers of Attorney and Estate Planning advice. No previous estate planning experience is required. What matters most to us is attitude, empathy, professionalism and the ability to genuinely care about people.
The Role
You’ll work alongside experienced advisers learning how to:
* Support clients through the estate planning journey
* Hold professional and compassionate conversations
* Understand family circumstances and future wishes
* Learn about Wills, Trusts and LPAs
* Build trusted relationships within the local community
* Provide a service that is clear, personal and jargon‑free
You won’t be thrown in at the deep end. We provide ongoing mentoring, support and development to help you grow in confidence and knowledge.
Who This Could Suit
Role could be ideal for someone from:
* Estate agency
* Financial services
* Customer service
* Recruitment
* Hospitality
* Sales
* Care or support roles
* Or someone simply looking for a more meaningful career with progression.
You’ll do well here if you:
* Enjoy talking to people
* Are naturally organised
* Communicate confidently and professionally
* Have a good eye for detail
* Care about doing the right thing for clients
* Prefer honest conversations over pushy sales tactics
What We Offer
* Full training and ongoing support
* Clear progression opportunities
* A friendly and supportive environment
* Flexible working opportunities
* The chance to build a respected long‑term career
* A role where you genuinely make a difference to families
About Soteria Estate Planning
At Soteria Estate Planning, we help people protect who and what they love through clear, compassionate and professional advice. Our team believes in listening first, simplifying complex conversations and supporting clients with empathy and transparency throughout the process.
If you’re looking for a career where people matter, we’d love to hear from you. Apply now to start your journey with Soteria Estate Planning.
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