Estate Planning Consultant

Due to continued growth, we are recruiting for an experienced Estate Planning Practitioner to join our 5-star rated national Will writing, Estate Planning and Financial Services business, based in Camberley with additional new offices opening in Hartley Wintney later in the year.

You will primarily be providing advice to both new and existing clients on Wills, Trusts, Lasting Power of Attorney and Probate along with introductions to our Financial Services team as appropriate.

Meetings are conducted by a combination of telephone, video-conference and face to face (both home-visit and office-based) depending on client circumstances and needs. The majority of appointments are pre-booked though there will be times that you will be handling inbound enquiries from prospects and walking them through the journey to becoming a client of ours.

With offices in Camberley & new offices opening on Hartley Wintney's High Street later this year, you will primaril...