Principal Wills and Estate Planning Consultant

We are looking for keen and motivated Principal Wills and Estate Planning Consultants to join the team and help make a difference to our customers.

• We have multiple ongoing full-time roles. 35 hours per week.
• Location: Based within our existing offices in Northern Region (Port Macquarie, Lismore, or Newcastle) and Greater Sydney (Parramatta or Sydney CBD). Flexible working options are available
• Clerk Grade 7/8, Salary ($99,431 pa to $110,064), plus super and annual leave loading.

About the team

The Estate Planning and Administration division provides trustee services including Wills and estate planning, estate administration, trusts and power of attorney services.

The Wills and Estate Planning team provides a full accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan ahead, and document their last wishes.

About the role

This is an exciting role responsible for effectively leading a high-performing regional team to deliver professional high quality and timely Wills and Estate Planning services to the NSW community. The role is responsible for managing the teams’ performance, ensuring services meet the needs of the customers, there is growth and an increase in our market share and the services that are delivered are financially sustainable.

For more information about the position, view the role description

About you
Application is encouraged if:

• You believe that supporting customers to document their last wishes is a privilege that needs to be carried out with warmth, support understanding, and the utmost respect.
• You see building strong relationships and being a trusted advisor as essential in providing peace of mind to customers that their instructions on the disbursement of their Estate will be fulfilled.
• You have a keen interest in social outcomes, justice and advocating for people, and can demonstrate high levels of empathy and emotional intelligence. 
• You have strong collaboration skills and can build & develop effective working relationships with internal and external stakeholders.
• You are a leader with strong coaching and mentoring skills.
• You successfully apply a problem-solving and solution-focussed approach to your work.

Sound like you? Apply now!

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 licence and ability to travel across NSW as required.
• Available to work after hours and weekends as required.
• Up to date COVID-19 vaccination status and able to provide acceptable proof.

Our commitment to diversity

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds. 

What we offer

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

• Work-life balance with flexible work options including flex leave
• leave options including 14 weeks’ parental or adoption leave
• career development
• Fitness Passport

Be part of something bigger. For more about joining us, visit the Careers page on our website.