Senior Wills and Estate Planning Consultant
Job Summary:
We are seeking a Senior Wills and Estate Planning Consultant to join our team. As a key member of our Estate Planning & Administration division, you will be responsible for delivering professional, high-quality, and timely Wills and Estate Planning services to the NSW community.
About the Role:
The role involves drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship, and providing guidance and support to Wills and Estate Planning Consultants. You will also contribute to team performance within the Wills and Estate Planning Network, including increasing our market share and collaborating to support the delivery of professional Estate Planning services across NSW in a financially sustainable way.
About Us:
We protect, promote, and support the rights, dignity, choices, and wishes of our customers. Our commitment to diversity is reflected in our workplace, which reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities.
Key Responsibilities:
- Drafting and executing Wills and Estate Planning instruments that are legally compliant and to a high standard
- Building and developing effective working relationships with internal and external stakeholders
- Applying a problem-solving and solution-focused approach to your work
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 license and ability to travel across NSW as required
- Available to work after hours and weekends as required
What We Offer:
- Work-life balance with flexible work options
- Various leave options
- Career development opportunities, including study leave and acting positions
- Access to employee assistance programs and annual flu vaccinations
How to Apply:
To apply for this role, please submit your resume and a brief cover letter outlining your skills, experience, and suitability. You will also need to answer targeted questions as part of the application process.