Professional Estate Planner Opportunity
We are seeking a highly skilled and compassionate Professional Estate Planner to join our team. In this role, you will be responsible for delivering high-quality estate planning services to our customers.
* This is an ongoing, full-time role with a flexible work arrangement that allows for a balance between work and personal life.
* The successful candidate will be based in Wollongong and will be required to travel across NSW as needed.
* A strong understanding of legal services and the ability to apply problem-solving skills to deliver timely and effective solutions is essential.
Key Responsibilities:
* Deliver professional, high-quality estate planning services to customers.
* Contribute to the development and implementation of estate planning strategies and solutions.
* Build and maintain strong relationships with customers, colleagues and external stakeholders.
Requirements:
* Current driver's license and willingness to travel as required.
* Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
* Ability to work independently and as part of a team, with a strong focus on customer satisfaction.
Benefits:
* Varied leave options, including recreation, parental and flex leave.
* Career development opportunities, including study leave and acting roles.
* Access to employee assistance programs and annual flu vaccinations.
About Us:
Our organization is committed to delivering exceptional customer service and building strong relationships with our customers and community. We offer a supportive and inclusive work environment, with opportunities for career growth and development.
How to Apply:
To apply for this role, please submit your resume and cover letter outlining your relevant skills and experience. You will also need to answer the following targeted questions:
1. Provide an example of a time when you had to build and maintain a trusted relationship with a customer.
2. Describe a complex problem you have had to solve in a previous role, and how you approached it.