Expire in: 25 days
Graduate Estate Planner
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. 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 environmentDo not include the following in your job application, CV, or cover letter:
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Graduate Legal Estate Planner job near me in RG12, Bracknell, Bracknell Forest! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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