Estate Planner

ZipRecruiter; Manchester; Remote; GBP 50,000 - 70,000; Full time

Job summary

An expanding nationwide business is seeking a Self Employed Estate Planner to join their team on a remote basis. This role offers flexibility in both location and working hours, making it ideal for those looking for a work-life balance. With a generous commission-only structure and a large client bank, you will have the opportunity to build strong client relationships while providing essential estate planning services. The company emphasizes training and ongoing support to ensure your success in this rewarding role. If you have a legal background and a passion for helping clients, this position could be the perfect fit for you.

Benefits

Flexible working hours

Training and ongoing support

Generous commission splits

Qualifications

• Experience in private client services is essential.
• Legal background or membership in the Society of Will Writers is required.

Responsibilities

• Meet clients in their homes or via video conferencing.
• Advise clients on estate planning solutions.

Skills

Private Client experience

Legal background

Legal software proficiency

Strong communication skills

Detail-oriented

Client relationship management

Job description

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 parties involved towards the successful completion of a case
• Prioritise and manage your own caseload to deliver against targets