Estate Planning Executive

• 4+ PQE
• Significant career progression across the private client team
• Proactive role in a supportive, growing environment with excellent rewards

Join a thriving business based in Birmingham, where your skills in will writing and business development can shine.

This unique role encompasses both business development and will writing responsibilities. You’ll spearhead the successful launch of a new employee benefit scheme, utilising robust business connections to bring it to the forefront of companies.

With an experience of 4+ years of will writing, you will handle simple wills, trust wills, providing inheritance tax advice and more. Your proactive, confident nature and ideally, previous sales experience makes you comfortable in a forward-facing role such as this.

In return for your expertise and dedication, you’ll benefit from vast progression opportunities including the potential to head the developing estate planning team. You’ll also have access to the firm’s strong connections with financial advisors and accountants to help you thrive.

The firm takes pride in its personal approach. As a part of a smaller team, you won’t be lost in a crowd, but instead recognised for your individual contributions. They appreciate professionalism, offering hands-on experience and the chance to make impactful changes.

Eager to contribute to unparalleled growth and leverage your expertise for innovative changes? This might just be the role for you.

How to apply for this role

If this sounds like the job for you, you can apply via this website by clicking ‘Apply’.

Alternatively, contact Jen Crowther at Realm Recruit to learn more about this opportunity or to register your interest.

Jen is a Consultant at Realm and specialises in recruiting private client solicitors across the West Midlands. She works with private client departments at firms of all shapes and sizes in Birmingham, Coventry, Stoke-on-Trent and Shrewsbury, and across the West Midlands. If you are looking for a new position, Jen is ready to help you make a move.

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Please note: the salary and experience levels mentioned are intended as a guide only. Realm is dedicated to supporting disabled applicants throughout the recruitment process. Applicants who require additional support when applying are encouraged to contact Realm.