Bracknell
Estate Planning Consultant – Hybrid Base: Binfield (Bracknell) Head Office · Industry: Legal Services · Type: Full-time Salary: £25,000–£35,000 (DOE) Ready to build a career helping families protect what matters? Soteria Planning is growing and we’re looking for a people-first, consultative Estate Planner to serve clients across Bracknell, the surrounding areas, and beyond while working hybrid from our Binfield (Bracknell) HQ. We’re a values-led team that believes in clarity, empathy and doing right by our clients – every time. Explore who we are and how we work on our site and socials below. Get to know us: ___ · ___ · ___ · ___ · ___ · ___ · · · · · Why Soteria Planning We’re a friendly, family-focused group who love what we do, and we come from varied professional backgrounds – all united by a desire to help people protect their families and assets. ___ We’re a friendly, family-focused group who love what we do, and we come from varied professional backgrounds – all united by a desire to help people protect their families and assets. Clients come to us for practical, plain-English advice on Wills, Trusts, Lasting Powers of Attorney and Probate – and we use modern tools to make working together simple (think Zoom consultations and online booking). ___ Clients come to us for practical, plain-English advice on Wills, Trusts, Lasting Powers of Attorney and Probate – and we use modern tools to make working together simple (think Zoom consultations and online booking). The role (what you’ll do) • Meet clients 1:1 (in-person and via Zoom), building trust and explaining options in clear, human terms., • Conduct fact-finds, scope client objectives and recommend appropriate estate planning solutions (e.g., Wills, LPAs, Trusts), collaborating with our drafting/admin team to deliver accurate documents. ___, • Conduct fact-finds, scope client objectives and recommend appropriate estate planning solutions (e.g., Wills, LPAs, Trusts), collaborating with our drafting/admin team to deliver accurate documents., • Manage your diary and pipeline, follow up with leads and introducers, and keep immaculate notes and records., • Champion our “client-first” ethos at community events and partner meetings., • Keep learning – you’ll have internal and external training and ongoing support from experienced colleagues. About you (what you’ll bring) • Exceptional communication and interpersonal skills; you listen first and explain clearly., • Driven, hungry to learn and comfortable owning your schedule in a hybrid set-up., • Confident face-to-face: you’re at your best in 1:1 client meetings (living rooms, cafés, Zoom – wherever clients feel at ease)., • Organised and detail-oriented, able to juggle appointments and follow-ups without dropping the ball., • Team player who works independently and contributes positively to the wider group., • Estate planning experience is welcome, not essential – the right mindset matters most. Training provided. What’s in it for you • £25,000 – £35,000 base salary (DOE), with clear progression as we grow., • Hybrid working: split your time between the Binfield (Bracknell) head office and field/client work. You’ll regularly travel locally for client meetings., • Structured development with internal and external training plus mentoring from experienced advisers., • Modern tools to make meetings smooth and accessible for clients (video consults and online booking). ___, • Modern tools to make meetings smooth and accessible for clients (video consults and online booking)., • A supportive, values-led culture where your voice is heard and your impact is visible. ___, • A supportive, values-led culture where your voice is heard and your impact is visible. How to apply Hit Easy Apply on LinkedIn and include a brief note on why this role is right for you. Prefer to research first? Start here: • Follow our culture on ___, ___, ___ and ___.
