Estate Planner

GCB AGENCY RECRUITMENT; Costessey; Remote; GBP 50,000 - 70,000; Full time

Job summary

A nationwide business is seeking a Self Employed Estate Planner to work remotely, providing flexibility in hours and location. The role focuses on advising clients on estate planning solutions and requires a legal background with experience in private client work. With access to a large client base, this commission-only position offers OTE of £50,000 to £70,000, along with training and ongoing support.

Benefits

Training and ongoing support

Flexible working hours and location

Qualifications

• Private Client experience required.
• Driving Licence with access to your own vehicle is necessary.
• Ability to cultivate strong client relationships.

Responsibilities

• Attend clients in their homes or via video conferencing.
• Advise clients on estate planning solutions.
• Manage incoming caseloads and client records.

Skills

Strong communication skills

Ability to use legal software

Attention to detail

Client relationship management

Education

Legal background or member of the Society of Will Writers

Job description

Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis. The position offers flexibility in terms of location and working hours. Our clients have a large client bank of leads, offering generous commission splits.

Salary package on offer for the Estate Planner:

• Commission-only role with OTE of £50,000 - £70,000
• Flexible working hours and location
• Training and ongoing support

Working Hours:

• Flexible working hours

Requirements for the role of Estate Planner:

• Private Client experience
• Legal background or member of the Society of Will Writers
• Ability to use legal software
• Strong communication skills; both written and verbal
• Driving Licence, with access to your own vehicle
• Have a keen eye for detail
• Able to cultivate strong client relationships and demonstrate a deep understanding of their needs

Responsibilities for the role of Estate Planner:

• Attending new and existing clients in their homes, or via video conferencing
• Advising clients on estate planning solutions
• Accurately maintain client records and correspondence
• Manage an incoming caseload and work with those involved towards the successful completion of cases
• Prioritise and manage your own caseload to deliver against targets