Graduate Legal Estate Planner
Posted Today by George Blake
£40,000 Per year
Undetermined
Undetermined
Bracknell, England, United Kingdom
Summary: The Graduate Estate Planner role is designed for recent graduates eager to make a positive impact in people's lives by assisting them with estate planning. The position involves working closely with clients to navigate complex decisions, with comprehensive training provided. Ideal candidates will possess strong communication skills and a commitment to delivering high-quality work in a supportive environment. No prior experience in estate planning is required, making it an excellent entry point for ambitious individuals.
Key Responsibilities:
- Meeting with clients and guiding them through important life planning decisions
- Drafting estate planning documentation with accuracy and attention to detail
- Explaining advice in a clear, professional and easy-to-understand manner
- Building trusted relationships with clients and delivering an exceptional customer experience
- Supporting individuals and families as they plan for the future
Key Skills:
- Excellent communication and interpersonal skills
- A strong eye for detail and accuracy
- A friendly, professional and empathetic approach
- Confidence speaking with a wide range of people
- A genuine desire to help others
- A commitment to doing things properly and delivering high-quality work
Salary (Rate): £40,000.00 yearly
City: Bracknell
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: Entry Level
Industry: Other
Graduate Estate Planner
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
Start Your Career Helping People Protect What Matters Most
Are you a recent graduate looking for a career where you can make a genuine difference to people's lives? We're looking for a Graduate Estate Planner to join our growing team. This is an excellent opportunity for someone who enjoys working with people, has strong attention to detail, and wants to build a long-term career within a professional and supportive environment. No previous estate planning experience is required — full training and development will be provided both internally and externally.
The Role
As a Graduate Estate Planner, you'll work closely with clients to help them make important decisions about their future, providing guidance and support through what can often be complex and emotional conversations.
Your Responsibilities Will Include
- Meeting with clients and guiding them through important life planning decisions
- Drafting estate planning documentation with accuracy and attention to detail
- Explaining advice in a clear, professional and easy-to-understand manner
- Building trusted relationships with clients and delivering an exceptional customer experience
- Supporting individuals and families as they plan for the future
What We're Looking For
We're interested in ambitious graduates who are eager to learn and develop. You'll Ideally Have
- Excellent communication and interpersonal skills
- A strong eye for detail and accuracy
- A friendly, professional and empathetic approach
- Confidence speaking with a wide range of people
- A genuine desire to help others
- A commitment to doing things properly and delivering high-quality work
While experience within estate planning, legal services, financial services or client-facing roles would be beneficial, it is not essential. xlqdzyr We're primarily looking for individuals with the right attitude, values and willingness to learn.
What You'll Receive
- Comprehensive internal and external training programmes
- Ongoing mentorship and professional development
- Clear career progression opportunities
- Exposure to a broad range of clients and estate planning matters
- A supportive and collaborative working environment