Salary guide
Estate Planner
- Average salary
- £30,000 – £60,000
- Working hours
- 37.5 hours/week
LegalFinancial Services
- Estate planning helps families preserve wealth
Other names this job is known by
- Trusts and Estates Advisor
- Inheritance Planner
Key responsibilities
- Advise clients on wills, trusts, and inheritance
- Prepare legal documents
- Develop estate plans to minimise tax
- Liaise with solicitors and financial advisors
Skills and qualifications required
- Degree in law, finance, or business
- STEP qualification (advantageous)
- Experience in legal or financial roles
- Analytical and communication skills
- Discretion and attention to detail
Promotional job opportunities from this role
- Senior Planner
- Head of Estate Planning
- Partner
- Consultant
How to get the job
- Study law, finance, or business
- Gain experience in legal or financial roles
- Obtain relevant certifications
- Progress to senior or specialist positions
Learn to grow in this role
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