Dynamic Estate Planning Consultant — Flexible, Uncapped Commission

Co-op; Ipswich; Remote; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Flexibility to manage your own workload

IT equipment provided

Commission-based earnings

Job summary

A leading legal services provider in the UK seeks a self-employed Estate Planning Consultant. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. You will attend appointments, consult customers on estate planning products, and have the support of a well-established legal team. Ideal candidates have proven experience in estate planning, excellent interpersonal skills, and practical IT literacy.

Qualifications

• Proven estate planning or will writing experience.
• Ability to relay complex legal information understandably.
• Full UK driver’s license with own vehicle.

Responsibilities

• Attend appointments generated by the company.
• Gain referrals and self-generate new business.
• Consult and engage customers in estate planning.

Skills

Estate planning experience

Interpersonal skills

IT literacy

Confidence in presentations

Education

Trained to IPW or SWW standard or legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

A leading legal services provider in the UK seeks a self-employed Estate Planning Consultant. This role offers uncapped commission-based earnings and the flexibility to manage your own workload. You will attend appointments, consult customers on estate planning products, and have the support of a well-established legal team. Ideal candidates have proven experience in estate planning, excellent interpersonal skills, and practical IT literacy.