Planning Expert for Lasting Legacies

2 weeks ago

Wollongong, New South Wales, Australia beBeeEstate Full time $97,027 - $107,059
Senior Wills and Estate Planning Consultant

A key role in supporting customers to document their last wishes is to provide professional, high-quality, and timely Wills and Estate Planning services.

The Senior Wills and Estate Planning Consultant will independently handle complex client matters, draft planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship, for the NSW community.

Key Responsibilities:

  • Collaborate with internal and external stakeholders to improve service or outcomes for customers.
  • Provide guidance and support to Wills and Estate Planning Consultants.
  • Contribute to team performance within the Wills and Estate Planning Network, including increasing market share and financially sustainable delivery of Estate Planning services across NSW.

Essential Requirements:

  • Tertiary qualifications and/or equivalent knowledge, skills, and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
  • Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents.
  • Current driver's licence and ability to travel across NSW as required.
  • Availability to work after hours and weekends as required.

We Offer:

Interesting, challenging, and rewarding work that has real purpose. Benefits include work-life balance, career development opportunities, and access to an employee assistance program.

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