Estate Planning Manager
As part of our exciting plans for 2021 and beyond, we’re delighted to be recruiting an Estate Planning Manager, which will be a key role in the business.
We looking for someone who’s up for a challenge and relentless in their drive to succeed.
Joslin Rhodes has grown by being fantastic at what we do, merging life coaching with financial advice to really improve people’s lives. We work primarily with ordinary folk at, or approaching retirement, coaching them through the life and money decisions they face.
As demand for our services continues to grow, we’ve identified the need for a passionate person with bags of potential to lead our Estate Planning team.
Estate Planning is all about protecting clients’ financial planning, to give them the peace of mind that their assets and family are protected when they’re no longer here. It could include things like:
- Lasting Power of Attorney
- Care fees planning
- Inheritance tax planning
Essentially, your job is to make sure what clients leave behind goes to the intended people.
Don’t worry if you’re not the finished article, we can help you get there. We want to see you’re hungry enough to take ownership of the role and have the desire to develop.
We’re looking for someone who wants to give customers the best possible experience, and who’ll set the standards for the rest of the team to follow.
You’ll be working with the project team, playing a key role in the reboot of the Joslin Rhodes Estate Planning service.
We’ll support you along the way to help you get your professional qualifications, all while earning £24,000 – £45,000.