Job Title: Senior Estate Planning Professional
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Job Overview:
The role of a Senior Estate Planning Consultant is to provide high-quality, timely, and professional services in Wills and Estate Planning. This includes drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship.
About the Position:
* Contributing to team performance within the Wills and Estate Planning Network
* Independently handling complex client matters
* Providing guidance and support to Estate Planning Consultants
Key Responsibilities:
* Drafting and executing legally compliant Wills and Estate Planning instruments
* Collaborating with internal and external stakeholders to improve services or outcomes for customers
* Utilizing problem-solving skills and a solution-focused approach to work
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
* A current driver's license and ability to travel across NSW as required
About Our Organization:
We prioritize protecting, promoting, and supporting the rights, dignity, choices, and wishes of our clients. We offer engaging, challenging, and rewarding work with real purpose, including flexible work options, leave options, career development, and access to employee assistance programs.