Financial Adviser jobs in Waterlooville

Salary: £35,000-£40,000 per annum depending on experience & qualifications

Our dedicated team are an integral asset to our family owned business, and as a member of the Estate Planning team, you'll play an important role in delivering an outstanding service to our valued clients. You will work as part of a team alongside the Estate Planning administrators and advisers. Your responsibilities will include the drafting of legal documents, Trust Registration, Trust Fulfilment and Periodic Charge planning.

Your main priority will be to deliver exceptional Client experience and service; going above and beyond to wow our Clients and ensure they leave being raving fans.

We are looking for a new team member who has a great passion and enthusiasm for helping people and for working well within a close team, as well as a passion for Estate Planning services and ambition for expanding their own knowledge and skills.

Qualification pathway for STEP is funded after 1 years service in our team.

Progression available into areas of specialism.

Required Skills

• Experience in a Legal/Estate Planning role is essential.
• Experience in Will/Trust drafting is essential.
• Experience in Trust Fulfilment, Trust Reporting is advantageous.
• The ideal candidate would also have high attention to detail, proficient in most Microsoft applications, and they need to be task orientated and confident in managing their own time.

It is essential that any new team member is aligned with our Core Values: Trust, Pride & Passion.

Main Responsibilities

• Maintain excellent Client experience and relations
• Handling Trust Fulfilment cases with our specialist partners
• Periodic Charge planning and reporting
• Trust Registration
• Drafting Wills, Trusts & LPAs using our intelligent software as required
• Assisting in the Estate Planning projects and new process ideas
• Holding Signing Meetings with our Clients as required

Job Types: Full-time, Permanent

Pay: £30,000.00-£40,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Additional leave
• Company events
• Company pension
• Employee discount
• On-site parking
• Profit sharing

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Southampton, SO32 3PW: reliably commute or plan to relocate before starting work (required)

Experience:

• Trust Registration & Trust Fulfilment: 1 year (required)

Work Location: In person

Reference ID: FPANov22