Wills and Estate Planning Consultant

1 month ago


Newcastle, New South Wales, Australia NSW Trustee And Guardian Full time
About the Role

The role is responsible for delivering high-quality, timely, and professional Wills and Estate Planning services to the NSW community. This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estate Planning Network.

About You

We are seeking a skilled and empathetic individual who believes in supporting customers to document their last wishes with warmth, support, and respect. You should have a keen interest in social outcomes, justice, and advocating for people, and be able to demonstrate high levels of empathy and emotional intelligence.

Essential Requirements
  • Current driver's license and ability to travel across NSW as required
  • Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents
  • Training and accreditation provided by NSW Trustee & Guardian
  • Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes
  • Available to work after hours and weekends as required
What We Offer

NSW Trustee & Guardian offers interesting, challenging, and rewarding work that has real purpose. Other benefits include work-life balance, various leave options, career development, and access to employee assistance programs.



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