Senior Wills and Estate Planning Consultant at NSW Trustee and Guardian
Hunter Valley, New South Wales, Australia -
Full Time


Start Date

Immediate

Expiry Date

12 Jul, 25

Salary

97027.0

Posted On

29 May, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Accreditation

Industry

Other Industry

Description

SENIOR WILLS AND ESTATE PLANNING CONSULTANT – NSW TRUSTEE AND GUARDIAN

  • Ongoing. 35 hours per week.
  • Location: Newcastle.
  • Clerk Grade: Level 5/6. Base salary $97,027 p.a. to $107,059 p.a. plus superannuation and annual leave loading.

ABOUT US

At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

ESSENTIAL REQUIREMENTS

  • Tertiary qualifications and/or equivalent knowledge, skills and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
  • Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents.
  • Current driver’s licence and ability to travel across NSW as required.
  • Available to work after hours and weekends as required.
Responsibilities

ABOUT THE ROLE

The role is responsible for the delivery of professional, high quality and timely Wills and Estate Planning services, including drafting planning ahead documents such as Wills, Powers of Attorney and Enduring Guardianship, for the NSW community. The role is required to contribute to team performance within the Wills and Estate Planning Network including increasing our market share and collaborating to support the delivery of professional Estate Planning services across NSW in a financially sustainable way. The Senior Wills and Estate Planning Consultant will independently handle complex client matters and provide guidance and support to Wills and Estate Planning Consultants.
For more information about the position, view the role description.

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

  • work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
  • various leave options (recreation, parental, and flex leave of up to 24 days per year)
  • career development including study leave and acting opportunities
  • access to Fitness Passport and employee assistance program, and annual flu vaccination

To apply for this role:

  • complete the online application
  • submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitabilit
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