Wills And Probate Adviser

3 weeks ago

Sydney, New South Wales, Australia Buscojobs Full time
Overview Join to apply for the Wills and Probate Adviser role at David Allen Are you passionate about helping others navigate life's most sensitive milestones? Do you have an eye for detail, a mind for estate planning and a heart for supporting people when they need it most? If so, we would love for you to join us as a Probate and Wills Adviser.
At David Allen, our clients come first, and so do our people.
Our Wills and Probate team is known for being supportive, knowledgeable, and committed to delivering exceptional service with compassion and clarity.
Whether you are meeting with a client face-to-face or drafting important legal documents, you will be part of a team that truly makes a difference.
If you are empathetic, organised, and ready to develop your career in a client-focused, values-driven business, this could be the role for you.
Responsibilities In this varied and rewarding position, you will play a key part in guiding individuals and families through the Probate and Estate planning process.
From managing Probate cases and preparing official documentation, to advising on Wills, trusts and Lasting Powers of Attorney, you will ensure every client receives clear, tailored advice with care and professionalism.
You will work closely with executors and family members, supporting them during what can often be an emotional and challenging time.
About the role You will be equipped to stay on top of evolving legislation and compliance standards with access to the latest legal updates and supportive training.
You will be confident in communicating with clients and colleagues alike and will be supported by a friendly and forward-thinking team.
You will have opportunities to get involved with networking events and agricultural shows, helping to raise awareness of our services and grow client relationships.
Benefits and Career In return for dedication and hard work we offer a benefits package and opportunities to grow, develop and progress.
Working for #Team DA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package.
Application process Please review the job description and person specification attached to understand our role and what we are looking for.
If you think this sounds like the ideal job for you, then please send your CV along with a summary of why you are suitable for the role and your current salary (or salary expectations).
We will consider applications for both full-time or part-time hours.
If you are applying from outside the region, please include details of your relocation plans.
Qualifications / Requirements Seniority level: Entry level Employment type: Part-time Job function: Other Industry: Business Consulting and Services J-18808-Ljbffr
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