Open role
Wills & Estate Planning Adviser (TEP Qualified)
- Aggregated by CV-Library
- Jarrow, Tyne and Wear
- Permanent
- Full Time
- £30,000 - £60,000 Per Annum
Job Description
Wills & Estate Planning Adviser (TEP Qualified)
South Tyneside | Permanent | Circa. £30,000 Basic Salary + Bonus & Commission | Realistic OTE £45,000-£60,000+
Build Something. Shape Something. Grow Something.
Are you an experienced Wills & Estate Planning Adviser looking for more than just your next role? We're working with an established and growing business that is launching a brand-new Wills & Estate Planning division. As part of this exciting journey, we're looking for a TEP-qualified professional who can provide expert client advice whilst helping to build and shape the future of the division.
This is a rare opportunity to join at the beginning, influence how the division develops, build your own client portfolio and play a genuine role in its long-term success.
What's on Offer?
£30,000 basic salary DOE
Attractive bonus and commission structure
Realistic OTE of £45,000-£60,000+
Monday to Friday, 9:00am-5:00pm
Hybrid working (typically 3 days in the office, 2 days from home)
Modern, professional working environment
Existing client introductions and warm referral opportunities
Opportunity to build and develop your own client portfolio
Support from an established and successful financial services team
Ongoing professional development
Genuine opportunity to help create and grow a new business division
Potential future shareholding opportunity linked to the growth and success of the division
Long-term career progressionThe Role
As a Wills & Estate Planning Adviser, you'll combine high-quality client advice with business development, helping establish and grow the division.
Key responsibilities will include:
Advising clients on wills, trusts and estate planning solutions
Advising on Lasting Powers of Attorney (LPAs)
Identifying inheritance tax planning opportunities
Developing tailored estate planning strategies
Building strong and lasting client relationships
Working closely with Financial Advisers to provide a joined-up client service
Maximising warm referrals and client introductions
Developing new business opportunities
Growing and managing your own client portfolio
Supporting the development of services, processes and propositions within the division
Contributing ideas and initiatives to support the growth of the business
Maintaining accurate client records and documentation
Ensuring all advice is delivered professionally, ethically and in line with current legislation and best practiceAbout You
We're looking for an experienced professional who combines strong technical knowledge with excellent client and commercial skills.
You'll ideally have:
TEP (Trust and Estate Practitioner) qualification - essential
Proven experience advising clients on wills, trusts and estate planning
Strong knowledge of inheritance tax planning
Experience dealing with complex estate planning matters
Excellent communication and relationship-building skills
The ability to explain complex legal and financial matters in a clear and practical way
Strong attention to detail and organisational skills
A professional, personable and client-focused approach
Commercial awareness and enthusiasm for developing new business
Confidence in building and maintaining your own client relationships
The ability to work independently and take ownership of your workload
An entrepreneurial mindset and a genuine desire to help build a successful divisionWhy Join?
This isn't simply an opportunity to join an existing team. You'll be joining at the very start of an exciting new venture, with the opportunity to influence the proposition, shape the client experience, build your portfolio and help establish a successful business area from the ground up.
For the right individual, there is also the potential to secure a future shareholding in the business, giving you a genuine stake in its success.
Interested?
If you're a TEP-qualified Wills & Estate Planning Adviser looking for a role where you can make a genuine impact, develop your client portfolio and play a key role in building a new division, we'd love to hear from you.
Apply today to find out more.
Due to the high volume of applications we receive, we are unable to provide individual feedback to all applicants. If you have not heard from us within 5 working days of submitting your application, please assume that your application has not been successful on this occasion. If you require any reasonable adjustments during the recruitment process, please let us know and we will be happy to support you.
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
South Tyneside | Permanent | Circa. £30,000 Basic Salary + Bonus & Commission | Realistic OTE £45,000-£60,000+
Build Something. Shape Something. Grow Something.
Are you an experienced Wills & Estate Planning Adviser looking for more than just your next role? We're working with an established and growing business that is launching a brand-new Wills & Estate Planning division. As part of this exciting journey, we're looking for a TEP-qualified professional who can provide expert client advice whilst helping to build and shape the future of the division.
This is a rare opportunity to join at the beginning, influence how the division develops, build your own client portfolio and play a genuine role in its long-term success.
What's on Offer?
£30,000 basic salary DOE
Attractive bonus and commission structure
Realistic OTE of £45,000-£60,000+
Monday to Friday, 9:00am-5:00pm
Hybrid working (typically 3 days in the office, 2 days from home)
Modern, professional working environment
Existing client introductions and warm referral opportunities
Opportunity to build and develop your own client portfolio
Support from an established and successful financial services team
Ongoing professional development
Genuine opportunity to help create and grow a new business division
Potential future shareholding opportunity linked to the growth and success of the division
Long-term career progressionThe Role
As a Wills & Estate Planning Adviser, you'll combine high-quality client advice with business development, helping establish and grow the division.
Key responsibilities will include:
Advising clients on wills, trusts and estate planning solutions
Advising on Lasting Powers of Attorney (LPAs)
Identifying inheritance tax planning opportunities
Developing tailored estate planning strategies
Building strong and lasting client relationships
Working closely with Financial Advisers to provide a joined-up client service
Maximising warm referrals and client introductions
Developing new business opportunities
Growing and managing your own client portfolio
Supporting the development of services, processes and propositions within the division
Contributing ideas and initiatives to support the growth of the business
Maintaining accurate client records and documentation
Ensuring all advice is delivered professionally, ethically and in line with current legislation and best practiceAbout You
We're looking for an experienced professional who combines strong technical knowledge with excellent client and commercial skills.
You'll ideally have:
TEP (Trust and Estate Practitioner) qualification - essential
Proven experience advising clients on wills, trusts and estate planning
Strong knowledge of inheritance tax planning
Experience dealing with complex estate planning matters
Excellent communication and relationship-building skills
The ability to explain complex legal and financial matters in a clear and practical way
Strong attention to detail and organisational skills
A professional, personable and client-focused approach
Commercial awareness and enthusiasm for developing new business
Confidence in building and maintaining your own client relationships
The ability to work independently and take ownership of your workload
An entrepreneurial mindset and a genuine desire to help build a successful divisionWhy Join?
This isn't simply an opportunity to join an existing team. You'll be joining at the very start of an exciting new venture, with the opportunity to influence the proposition, shape the client experience, build your portfolio and help establish a successful business area from the ground up.
For the right individual, there is also the potential to secure a future shareholding in the business, giving you a genuine stake in its success.
Interested?
If you're a TEP-qualified Wills & Estate Planning Adviser looking for a role where you can make a genuine impact, develop your client portfolio and play a key role in building a new division, we'd love to hear from you.
Apply today to find out more.
Due to the high volume of applications we receive, we are unable to provide individual feedback to all applicants. If you have not heard from us within 5 working days of submitting your application, please assume that your application has not been successful on this occasion. If you require any reasonable adjustments during the recruitment process, please let us know and we will be happy to support you.
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website