Senior Wills and Estate Planning Consultant Looking for an experienced professional with Wills and Estate Planning experience located in Wagga Wagga, NSW.
Our client is dedicated to protecting, promoting, and supporting the rights, dignity, choices, and wishes of our customers.
Whether writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are there for critical moments in our customers' lives.
Their Commitment to Diversity: Our client values diversity and encourages applications from all backgrounds, experiences, and abilities, including women, people with disabilities, Aboriginal and Torres Strait Islanders, the LGBTI community, and people from culturally diverse backgrounds.
About the Role: As a Senior Wills and Estate Planning Consultant, you will deliver professional, high-quality, and timely Wills and Estate Planning services.
This includes drafting planning documents such as Wills, Powers of Attorney, and Enduring Guardianship.
You will handle complex client matters independently and provide guidance and support to other consultants.
Key Responsibilities:
Draft and execute legally compliant Wills and Estate Planning instruments.
Contribute to team performance and increase market share.
Collaborate to support the delivery of professional Estate Planning services across NSW.
Handle complex client matters with professionalism and expertise.
About You: You believe that supporting customers to document their latest wishes is a privilege that requires warmth, support, understanding, and respect.
You have experience drafting and executing Wills and Estate Planning instruments to a high standard and are willing to learn.
You possess strong collaboration skills and can build effective working relationships with internal and external stakeholders.
You apply 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 (legal, finance, professional services, and/or government).
Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents.
Good attention to detail and accuracy.
Current driving licence and ability to travel across NSW as required.
What is on offer:
Work-life balance with flexible work options.
Various leave options include recreation, parental, and flex leave.
Career development opportunities include study leave and acting opportunities.
Access to Fitness Passport, employee assistance program, and annual flu vaccinations.
Location: Wagga Wagga (with future opportunities in Newcastle, Wollongong, Lismore, Bathurst, and Port Macquarie)
Salary: $93,295 to $102,941 plus super and annual leave loading
Work Hours: Full-time, 35 hours per week
Must be an Australian Citizen or Permanent resident or have a valid working visa with appropriate skills to apply.
Sounds like you?
Apply now and make a difference!
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to ******, or call us now on 0456 148 ***.
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