We are seeking a Senior Wills and Estate Planning Consultant to join our team in Bathurst. The successful candidate will be responsible for delivering professional, high-quality, and timely Wills and Estate Planning services, including drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship.
* Key responsibilities include drafting and preparing Wills, Powers of Attorney, and Enduring Guardianship documents for clients.
* The role also involves collaborating with internal stakeholders to improve services and outcomes for customers.
The ideal candidate will have tertiary qualifications and/or equivalent knowledge, skills, and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
About the Role
This is an exciting opportunity to work in a dynamic and supportive team environment, contributing to the delivery of professional Estate Planning services across NSW in a financially sustainable way.
Essential Requirements
* Tertiary qualifications and/or equivalent knowledge, skills, and experience in a relevant discipline or industry.
* 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.