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. A compassionate and meticulous approach to documentation is essential in ensuring clients' wishes are accurately recorded
Key Responsibilities:
1. Conduct in-depth consultations during in-home visits to assess clients' unique needs, assets, and preferences for estate planning.
2. Guide clients through the legal aspects of will creation, addressing questions and concerns with clarity and expertise.
3. Collaborate with legal teams and resources to stay informed about current estate planning laws and regulations.
4. Maintain detailed records to track client information, preferences, and legal documentation.
5. Provide support with online wills and other services within the company when required.
6. Deliver exceptional customer service by offering ongoing sup...