Estate Planning Professional

2 weeks ago

Sydney, New South Wales, Australia beBeeEstate Full time $90,000 - $120,000
Job Title

Senior Estate Planning Specialist

About the Position

The Senior Estate Planning Specialist will deliver high-quality estate planning services to clients across NSW.

Responsibilities include drafting documents such as Wills, Powers of Attorney, and Enduring Guardianship, handling complex client matters, and providing guidance to junior colleagues.

The role aims to increase market share and support estate planning services in a financially sustainable manner.

About You

  • A passion for supporting customers in documenting their last wishes.
  • Experience in drafting legally compliant estate planning documents.
  • Strong collaboration skills and ability to develop effective relationships.
  • A problem-solving and solution-focused approach to work.

Essential Requirements

  • Tertiary qualifications or equivalent experience in legal, finance, or relevant disciplines.
  • Willingness to obtain accreditation in Will making and other related documents.
  • Current driver's license and ability to travel across NSW.
  • Availability to work after hours and weekends as needed.

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