Will Writer

Essential Insurance

Sale M33

£30,000K a year + commission

Overview

We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist.

Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is important - that 's why the latest we expect you to work until is 7pm Monday to Thursday, and the latest anyone works until on a Friday is 2.30pm - ensuring that every week our staff have an extended weekend to spend with their loved ones.

We offer a generous holiday package of 30 days per year, increasing to 35 days for longer serving staff.

Salaries and incentive schemes are extremely generous and are focused on good customer outcomes, whilst ensuring hard work is rewarded and effort recognised appropriately and a company pension scheme is open to all.

Our modern 8000-square-foot offices are located in the friendly and vibrant town of Sale, which is an extremely popular place to work thanks to easy transport links. The train, Metro station and Northwest motorway network are all located nearby (were just off J7 of the M60) - and there’s ample free parking onsite and right outside the door which is a massive bonus!

As one of the largest and fastest growing award-winning financial services businesses in Manchester, we are looking to add to our team of nearly 100 staff to enable us to service our existing clients.

The Role

As an Estate Planner, you will work closely with clients to design and implement strategies that preserve and transfer wealth effectively. You will provide expert guidance on estate and tax planning, asset protection, and succession planning, ensuring our clients’ financial and personal goals are met with clarity and peace of mind.

Key Responsibilities:

• Collaborate with clients to assess their estate planning needs and develop tailored solutions.
• Create and review wills, trusts, and other estate planning documents in coordination with legal and tax professionals.
• Advise clients on tax strategies to minimise inheritance and gift taxes.
• Coordinate with financial advisers, solicitors, and other stakeholders to implement comprehensive plans.
• Stay updated on changes in inheritance tax laws, regulations, and industry trends.
• Maintain long-term client relationships by providing ongoing support and updates to their estate plans.

Qualifications:

• Proven experience in estate planning, financial planning, or a related field.
• Strong understanding of inheritance tax laws, wealth transfer strategies, and financial instruments.
• Proficiency in estate planning software, particularly CTT Legacy and WillSuite.
• Excellent interpersonal and communication skills, with a client-focused approach.
• Ability to manage multiple clients and projects with attention to detail and accuracy.

Why Join Us?

• Competitive salary of £30,000 per year, plus commission.
• Pension scheme and opportunities for professional development.
• Supportive and collaborative work environment.
• Opportunities for career progression in a growing industry.

Job Type: Full-time

Pay: From £30,000.00 per year

Additional pay:

• Commission pay

Benefits:

• Company events
• Company pension
• Profit sharing
• Sick pay

Schedule:

• Monday to Friday

Experience:

• Estate planning: 1 year (required)
• Customer service: 1 year (required)

Licence/Certification:

• Driving Licence (preferred)

Work Location: In person