Estate Planner | LR Connections

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Estate Planner

We are looking for a compassionate, polite, organised and driven person to be a member of our growing LR Estate Planning team. You will work closely with clients, helping them structure and plan their estate, by taking instruction relating to their wills, trusts, and Lasting Powers of Attorney. You will help oversee the drafting of all these important documents and be responsible for making sure they are all correctly signed and dated in the correct order, so a keen eye for detail and natural desire to help others is imperative for this role.


  • Being the first point of contact for clients

  • Explaining the advantages and disadvantages of plans

  • Taking instruction from clients

  • Processing information

  • Overseeing the signing of documents important legal


  • Excellent listening skills

  • Excellent communication

  • Ability to work consistently to a high standard

  • Self-motivated

  • Compassionate in understanding our clients’ concerns

  • Generating new business through effective client management and business development

  • Perfect attention to detail


  • Good literacy skills

  • Telephone skills

  • File management

  • Use of case management systems

  • Drafting various documents

  • Full UK driving licence

Contact us today for expert advice

LR Connections provides expert independent financial advice, accountancy and estate planning services