Estate Planning Consultant Opportunity

1 day ago


Wollongong, New South Wales, Australia beBeeEstatePlanning Full time $97,027 - $107,059
Estate Planning Consultant Opportunity

Join a dynamic team to deliver high-quality estate planning services and contribute to making a positive impact on the community.

Role Overview

As an Estate Planning Consultant, you will be responsible for drafting and executing wills and estate planning instruments that are legally compliant and of high standard. You will work collaboratively with internal and external stakeholders to improve services and outcomes for customers.

Key Responsibilities

  • Drafting and executing wills and estate planning instruments.
  • Collaborating with internal and external stakeholders to improve services and outcomes for customers.
  • Providing guidance and support to colleagues as needed.

Required Skills and Qualifications

  • Tertiary qualifications and/or equivalent knowledge and experience in a relevant discipline or industry.
  • Experience in drafting and executing wills and estate planning instruments that are legally compliant and of high standard.
  • Strong collaboration and problem-solving skills.

Benefits

  • A rewarding and challenging role that has real purpose.
  • Work-life balance with flexible work options.
  • Opportunities for career development and professional growth.

How to Apply

To apply for this role, please submit your resume and a brief cover letter outlining your skills, experience, and suitability for the position. Please also answer the targeted questions provided below.

  • Can you describe a time when you encountered an ethical or legal concern while preparing or executing a document? How did you ensure your actions upheld professionalism and legal compliance?
  • Describe a situation where you collaborated with internal or external stakeholders to improve a service or outcome for customers. What was the issue, how did you approach the collaboration, and what was the result for the customer?


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