đź‘‹ Hey ! Thank you for your interest in becoming a part of the Cross-Border Worldwide team!
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Let's do work that matters
Who are we?
Cross-Border Worldwide is a leader in innovative estate planning, tax optimisation, and trust services, offering unparalleled solutions both in the UK and internationally. We seamlessly blend cutting-edge digital tools with tailored advisory services, delivering accessible and affordable wealth structuring strategies that simplify even the most complex challenges. Our cross-jurisdictional knowledge and network ensures that clients can confidently navigate complex cross-border inheritance regulations, with personalised approaches designed to meet their specific needs.
What makes us unique?
Values, Mission & Culture
Values: At Cross-Border Worldwide, we uphold integrity, transparency, and accessibility as our core values. We are dedicated to delivering tailored solutions that empower our clients while adhering to the highest ethical standards.
Mission: Our mission is to simplify estate planning, tax optimisation, and trust management, making these services accessible and affordable. We aim to break down barriers, ensuring our clients can protect their assets and secure their legacies across borders.
Culture: We foster a collaborative and inclusive work environment that encourages innovation and professional growth. Our team thrives on finding creative solutions for our clients, and we prioritise continuous learning, respect, and support to maintain a healthy work-life balance.
Trainee Estate Planner
What the job involves?
As a Trainee Estate Planner, you will help clients understand the legal and tax implications of their assets and properties in the event of their death or incapacitation.
You will work closely with clients to comprehend their financial goals and address queries regarding their estate plans to ensure their wishes are executed.
Responsibilities:
Meet with clients to discuss their financial goals and estate planning needs.
Advise clients on the legal implications of clauses in their estate plans, including wills, trusts, and other legal documents.
Provide guidance on tax implications and strategies to minimise taxes on their estates.
Educate clients on the importance of estate planning and the benefits of having a well-crafted plan in place.
Maintain confidentiality and adhere to ethical standards when handling sensitive information.
About you:
Firstly and most importantly, all of the above sounds exciting to you, and you share and embrace our values.
For this Trainee Estate Planner role, we also have some specific asks:
Current or past Law Students, the SQE candidates, or relevant experience as a paralegal.
In-depth knowledge of wills, trusts and best practices.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Ability to build and maintain relationships with clients and other professionals.
Detail-oriented and capable of managing multiple tasks and deadlines.
You must also be self-starters who are willing to work independently and are interested in leading a dynamic group, profiting from your own efforts, and building your own practices on and in our unique, highly successful platform.
You do not have to relocate to join our team. You will be based in important regions within your country of residence. However, what counts is who you are and what your skills you offer, rather than where you are based.
What do you get for all your hard work?
Compensation, benefits and ways of working
At Cross-Border Worldwide, we offer a comprehensive range of benefits designed to support your professional and personal growth:
Career Development: We prioritise your professional advancement by providing opportunities to build and lead your own team, fostering a sense of ownership and leadership.
Tailored Training: Our commitment to your development includes access to extensive training programmes, equipping you with the skills and knowledge needed to excel in estate planning, tax optimisation, and trust management.
Expand Your Network: Engage with industry professionals and clients, broadening your professional connections and enhancing your career opportunities.
Flexible Working Arrangements: We offer adaptable working options to accommodate students and individuals balancing other commitments, ensuring a work-life balance that suits your needs.
Competitive Compensation: Operate on a fee-sharing basis, allowing you to benefit directly from your contributions. As you bring in more team members, your fee will increase, recognising your efforts in building a collaborative environment.
Collaborative Culture: Join a diverse team where your contributions are valued, and creativity is encouraged, promoting an inclusive and supportive work environment.
INITIAL
Casual and open interview process
The process begins with a video interview, allowing us to get to know you and assess your qualifications in a flexible format.
You’ll have a casual chat with one of our team leaders about our mission, values, and principles. Think of it as a friendly conversation with your future colleagues! We’re not just here to listen to your answers—we want to engage with you, and really understand your perspective.
We’ll explore how your way of working aligns with our values, all while keeping it laid-back and enjoyable.
If all goes well, we’ll extend an offer and welcome you aboard, discussing the exciting next steps in your journey with Cross-Border Worldwide.
Frequently Asked Questions
Providing clarity on common queries
A typical day involves collaborating with your team to develop tailored estate planning solutions for clients. You’ll engage in client consultations, conduct thorough assessments of clients' financial and estate situations, and prepare detailed reports that outline their current circumstances and planning needs. While we will refer clients to you, you’ll also be expected to actively seek out new clients to build your portfolio. Additionally, you’ll participate in required training sessions and discussions to share insights and strategies with your colleagues.
Success in this role requires strong analytical skills to navigate complex inheritance laws and regulations. Excellent communication skills are essential for interacting with clients and explaining complex concepts in a straightforward manner. Being detail-oriented is crucial, as you'll be preparing assessments and handling sensitive documents to ensure compliance with legal standards. A proactive mindset will also serve you well, as actively seeking out clients will be part of your role, alongside collaborating with your team.
Our fee-sharing model allows you to benefit directly from the work you put in. You’ll start with a fee-sharing percentage of 30%, and as you successfully bring in clients and grow your team, your percentage will increase based on your contributions. This provides you with a rewarding financial incentive for your efforts. We will also refer clients to you, helping to kickstart your client base, but your initiative in seeking out new clients will be key to maximising your potential earnings.
We place a strong emphasis on career development. You’ll have the chance to attend mandatory training sessions that equip you with essential skills, participate in workshops, and take part in mentorship programmes. As you grow in your role, you’ll also have opportunities to build and lead your own team, which can significantly enhance your leadership skills and career trajectory. Additionally, developing your client acquisition skills will be an important aspect of your professional growth.
We understand the importance of work-life balance, especially for students and those with other commitments. Our flexible working arrangements allow you to tailor your schedule to fit your needs. Whether you prefer to work remotely or have flexible hours, we aim to create an environment where you can excel professionally while maintaining a healthy personal life. With both referred clients and opportunities for you to attract new clients, you can manage your workload effectively.
Diversity, Equity, and Inclusion
Achieving success through diversity
At Cross-Border Worldwide, we believe that diversity, equity, and inclusion (DEI) are fundamental to our success and the wellbeing of our team and clients. We are committed to fostering an environment where every individual feels valued, respected, and empowered to contribute their unique perspectives.
Our Commitment to Diversity
We embrace diversity in all its forms, including but not limited to race, gender, age, sexual orientation, disability, and cultural background. We recognise that a diverse workforce enhances creativity, innovation, and problem-solving, allowing us to better serve our clients' varied needs.
Equitable Opportunities
Equity is at the heart of our hiring and development practices. We are dedicated to ensuring that everyone has access to the resources, opportunities, and support they need to thrive. Our recruitment processes are designed to eliminate bias, ensuring a fair and transparent selection process. We also regularly review our policies and practices to identify and address any disparities.
Inclusive Culture
We strive to create an inclusive culture where all voices are heard, and everyone feels comfortable sharing their ideas and experiences. Our team engages in ongoing training and open dialogues to promote understanding and respect for one another’s differences. We celebrate our unique backgrounds and perspectives, recognising that they enrich our workplace and enhance our service delivery.
Continuous Improvement
Our commitment to DEI is not a one-time effort but an ongoing journey. We actively seek feedback from our team and clients to continuously improve our DEI initiatives. By fostering an inclusive environment, we aim to build stronger relationships, drive engagement, and achieve better outcomes for everyone involved.
At Cross-Border Worldwide, we know that a diverse and inclusive team is a strong team. We are excited to work together to create an environment where everyone can flourish.
