Trust and Estate Planning Support Consultant

Trust and Estate Planning Support Consultant

• Salary: Competitive Salary and Benefits

Trust and Estate Planning Support Consultant

Reporting to:
Head of Operations

This is a great opportunity for a proactive and engaged individual to join a rapidly evolving company. The role will be varied; you will be part of a team responsible for supporting both inbound and outbound client enquires and delivery of estate planning structures. The role has scope for progression for the right candidate wishing to develop their knowledge within Estate Planning and Trusts further.

Experience of financial services, legal, paraplanning or other regulated industry is preferred.

The suitable candidate must have excellent written and verbal communication skills, a good eye for detail and have a strong base level of technical knowledge in estate planning frameworks.

Your responsibilities as a Trust and Estate Planning Support Consultant:

• Liaising with financial planners as required
• Developing and growing revenues from existing and new clients
• Supporting our clients with planning solutions and opportunities
• Handling and resolving technical queries relating to Trusts, Estate Planning and IHT.
• Managing the administration of cases and having responsibility for our busy helpdesk support service.
• Answer incoming calls efficiently in a polite and helpful manner
• Recommend developments and improvements to procedures and systems as appropriate
• Ability to support the end client directly
• Manage own workload to ensure service levels are maintained
• Continue to grow your technical expertise and knowledge.

What we are looking for in a Trust and Estate Planning Support Consultant

• Can manage time effectively and tenacity to complete to agreed timelines and standards
• Organised and goal-oriented work approach
• Enjoy working in a team as well as working on your own when needed.
• Ability to understand complex solutions and explain in a straightforward manner.
• Proven ability to grow business revenues
• An existing core understanding of Trust frameworks.

In return, you will receive these benefits:

• Discretionary Annual Bonus scheme based on company performance
• Contributory pension scheme
• Private Medical Insurance
• Loyalty bonus and additional days holiday for long service.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at Solidus Trust and what it is like to work here via our website.