Senior Estate Planning Professional

8 hours ago


Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277
Job Overview

This senior role is part of our Estate Planning team, focused on delivering premium services to the NSW community.

About the Position

The Senior Estate Planning Consultant will independently handle complex matters, provide guidance and support to junior consultants, and contribute to team performance by increasing market share and collaborating with other teams to deliver professional Estate Planning services across NSW.

Main Responsibilities
  • Drafting and executing legally compliant Estate Planning documents that meet high standards.
  • Collaborating with internal and external stakeholders to improve services and outcomes for customers.
  • Providing guidance and support to junior consultants.
Essential Requirements
  • Tertiary qualifications in a relevant field or industry, such as law, finance, or professional services.
  • Certification in estate planning instruments.
  • A current driver's licence and ability to travel across NSW as required.
Key Performance Indicators

Deliver high-quality Estate Planning services, increase customer satisfaction, and enhance team collaboration.



  • Bathurst, New South Wales, Australia beBeeEstate Full time $99,338 - $110,277

    Job Title: Senior Estate Planning Professional">Job Overview:The role of a Senior Estate Planning Consultant is to provide high-quality, timely, and professional services in Wills and Estate Planning. This includes drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship.About the Position:Contributing to team...


  • Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,338 - $110,277

    Senior Wills and Estate Planning ProfessionalWe seek a Senior Wills and Estate Planning Professional to join our team. You will be responsible for delivering high-quality and timely Wills and Estate Planning services.You will draft planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship, upholding professionalism and legal...


  • Bathurst, New South Wales, Australia beBeeEstate Full time $99,938 - $110,277

    Senior Estate Planning Professional OpportunityThis role involves delivering high-quality estate planning services to clients, drafting and executing legally compliant Wills, Powers of Attorney, and Enduring Guardianship documents.The successful candidate will provide expert advice and guidance on estate planning matters, collaborate with stakeholders to...


  • Bathurst, New South Wales, Australia Collaw Full time

    Senior Wills and Estate Planning Consultant – NSW Trustee and Guardian Ongoing. 35 hours per week. Location: Bathurst. This role is customer facing and requires office attendance five days per week. Clerk Grade: Level 5/6. Base salary $99,938 p.a. to $110,277 p.a. plus superannuation and annual leave loading. About us At NSW Trustee and...


  • Bathurst, New South Wales, Australia Collaw Full time

    Senior Wills and Estate Planning Consultant – NSW Trustee and GuardianOngoing. 35 hours per week.Location: Bathurst. This role is customer facing and requires office attendance five days per week.Clerk Grade: Level 5/6. Base salary $99,938 p.a. to $110,277 p.a. plus superannuation and annual leave loading.About usAt NSW Trustee and Guardian, we protect,...


  • Bathurst, New South Wales, Australia beBeeestate Full time $99,938 - $110,277

    Job Title:Estate Planning ExpertAbout the Role:This is a challenging and rewarding role that involves delivering professional, high-quality, and timely estate planning services to clients.Main Responsibilities:Drafting and executing estate planning instruments that are legally compliant and meet client needs.Collaborating with internal stakeholders to...


  • Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277

    Wills and Estate Planning ExpertiseWe are seeking a highly skilled Wills and Estate Planning professional to join our team.You will be responsible for delivering high-quality and timely Wills and Estate Planning services to clients in the NSW community.Work independently on complex client matters and provide guidance and support to colleagues.Draft and...


  • Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277

    Job Title: Estate Planning SpecialistThe role involves delivering high-quality estate planning services to the community.Key Responsibilities:Drafting documents such as Wills, Powers of Attorney, and Enduring Guardianship.Providing guidance and support to team members.Collaborating with stakeholders to improve service outcomes.Requirements:Tertiary...


  • Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277

    About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team. This is a unique opportunity to make a difference in the lives of individuals and families across NSW.As an Estate Planning Specialist, you will be responsible for delivering high-quality Wills and Estate Planning services to our customers. This includes drafting...


  • Bathurst, New South Wales, Australia beBeeCare Full time $99,938 - $110,277

    Wills and Estate Planning Consultant RoleThe role of a Wills and Estate Planning Consultant involves delivering high-quality, timely services to the community. This includes drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship.The ideal candidate will have tertiary qualifications in a relevant discipline or industry,...