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Synchronicity Financial Services are recruiting for a growing employee benefits and financial planning firm who are looking for an Estate Planning Specialist to join their team.
This is a fantastic opportunity for someone to develop a career within Estate Planning. We are looking for someone with some exposure to estate planning, gained in financial services, perhaps in a sales, support or administrative function. Our client will provide full training and support with STEP qualifications.
Whilst you are studying STEP, you will manage the outsourced process of estate planning, working with an existing client base who require advice and support in this area - estate planning, wills and trusts, LPA's etc. Over time you will ideally get involved in pitching this service to new and existing clients and support the the marketing strategy for this additional service. Once STEP qualified, you will provide the Estate Planning service, directly advising clients.
This is a remote based role requiring one day a month in London, plus additional social events also in London, so will be living in the South of England.
