Senior Wills and Estate Planning Consultant
Our role requires a dedicated professional to deliver high-quality, timely estate planning services to the community. You will draft complex documents such as Wills, Powers of Attorney, and Enduring Guardianship, ensuring they are legally compliant and meet our high standards.
We seek an individual with excellent collaboration skills who can build effective relationships with internal and external stakeholders. Problem-solving and solution-focused approach is essential in this role.
Tertiary qualifications in a relevant discipline or industry are required, along with experience in drafting and executing Wills and Estate Planning instruments. Accreditation in Will making, Power of Attorney, and Enduring Guardianship documents is a must.
You will work independently handling complex client matters and provide guidance and support to colleagues. A current driver's license and ability to travel across NSW are also required.
We offer interesting, challenging, and rewarding work that has real purpose. Our benefits include flexible work options, various leave options, career development opportunities, and access to Fitness Passport and employee assistance program.
This is a unique opportunity to make a difference in the lives of our customers. If you have the required skills and experience, we encourage you to apply for this exciting role.
Key responsibilities:
* Drafting complex estate planning documents
* Collaborating with internal and external stakeholders
* Providing guidance and support to colleagues
* Working independently on complex client matters
Requirements:
* Tertiary qualifications in a relevant discipline or industry
* Experience in drafting and executing Wills and Estate Planning instruments
* Accreditation in Will making, Power of Attorney, and Enduring Guardianship documents
* Current driver's license and ability to travel across NSW
What we offer:
* Flexible work options
* Various leave options
* Career development opportunities
* Access to Fitness Passport and employee assistance program