Estate Planning Administrator

Resource Matters Ltd ,
Telford, Shropshire
Job Type: Full-time
Salary: £20,000 per annum

Overview

Would you like to work in a company that provides a rewarding role where you are key to the success of the clients’ futures? · Are you a motivated individual wanting to learn more about Trust and Estate planning and how it can benefit clients? · Are you looking for a close relationship with clients, guiding them from start to finish with their estate planning? · Do you wish to specialise in helping clients with the intricacies of Trust planning? We are a growing business of estate planners and financial advisers giving estate planning services alongside financial advice in the areas of Wills, Trusts and Powers of Attorneys. We are looking for a person who is keen to help grow the continuing success of the company, offering fully-funded training where you will be able to study for and qualify for the STEP qualification. If you are happy to work independently, want to learn more about the estate planning industry to provide a rewarding and quality service to clients, then please get in touch.