Estate Planning Consultant – Hybrid
Base: Binfield (Bracknell) Head Office · Industry: Legal Services · Type: Full-time
Salary: £25,000–£35,000 (DOE)
Ready to build a career helping families protect what matters?
Soteria Planning is growing and we’re looking for a people-first, consultative Estate Planner to serve clients across Bracknell, the surrounding areas, and beyond while working hybrid from our Binfield (Bracknell) HQ. We’re a values-led team that believes in clarity, empathy and doing right by our clients – every time. Explore who we are and how we work on our site and socials below.
Get to know us:
Website · Meet the Team · Instagram · Facebook · YouTube · X (Twitter)
Why Soteria Planning
We’re a friendly, family-focused group who love what we do, and we come from varied professional backgrounds – all united by a desire to help people protect their families and assets. Soteria Planning
Clients come to us for practical, plain-English advice on Wills, Trusts, Lasting Powers of Attorney and Probate – and we use modern tools to make working together simple (think Zoom consultations and online booking). Soteria Planning
The role (what you’ll do)
* Meet clients 1:1 (in-person and via Zoom), building trust and explaining options in clear, human terms.
* Conduct fact-finds, scope client objectives and recommend appropriate estate planning solutions (e.g., Wills, LPAs, Trusts), collaborating with our drafting/admin team to deliver accurate documents. Soteria Planning
* Manage your diary and pipeline, follow up with leads and introducers, and keep immaculate notes and records.
* Champion our “client-first” ethos at community events and partner meetings.
* Keep learning – you’ll have internal and external training and ongoing support from experienced colleagues.
About you (what you’ll bring)
* Exceptional communication and interpersonal skills; you listen first and explain clearly.
* Driven, hungry to learn and comfortable owning your schedule in a hybrid set-up.
* Confident face-to-face: you’re at your best in 1:1 client meetings (living rooms, cafés, Zoom – wherever clients feel at ease).
* Organised and detail-oriented, able to juggle appointments and follow-ups without dropping the ball.
* Team player who works independently and contributes positively to the wider group.
* Estate planning experience is welcome, not essential – the right mindset matters most. Training provided.
What’s in it for you
* £25,000 – £35,000 base salary (DOE), with clear progression as we grow.
* Hybrid working: split your time between the Binfield (Bracknell) head office and field/client work. You’ll regularly travel locally for client meetings.
* Structured development with internal and external training plus mentoring from experienced advisers.
* Modern tools to make meetings smooth and accessible for clients (video consults and online booking). Soteria Planning
* A supportive, values-led culture where your voice is heard and your impact is visible. Soteria Planning
How to apply
Hit Easy Apply on LinkedIn and include a brief note on why this role is right for you. Prefer to research first? Start here:
* Soteria Planning — Homepage
* Meet the Team
* Follow our culture on Instagram, Facebook, YouTube and X.