Estate Planning Advisor — Remote, Flexible & Impactful

Octopus Legacy Limited; United Kingdom; À distance; GBP 35 000 - 55 000; Plein temps

Avantages offerts par ce poste

Flexible holiday + extra day off for B

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs + discounts on Octo­ 

Cycle to Work Scheme

EV Salary Sacrifice Scheme

Octopus Giving: match charitable funds

Résumé du poste

Octopus Legacy Limited is hiring an Estate Planning Consultant to conduct home visits, helping clients draft wills and set up LPAs. You’ll explain legal options, protect estates, and provide compassionate, personalized guidance.

The role is remote-friendly with optional in-office days and requires a UK driving license to cover London visits. Responsibilities include client consultations, legal explanations, record-keeping, and supporting online Will services while staying updated on industry

Qualifications

• Knowledge of how to write Wills and LPAs and understanding legalities.
• Full UK driving license and willingness to drive around London.
• High empathy, discretion and care with clients.
• Excellent verbal and written communication and active listening.
• Ability to identify upsell opportunities and coordinate with teams.

Responsabilités

• Conduct in-depth consultations during home visits to understand clients' needs and assets for estate planning.
• Guide clients through will creation and LPAs, explaining legal aspects clearly.
• Collaborate with legal resources to stay updated on estate planning laws.
• Maintain meticulous records of client information and documentation.
• Support online Will and other services when required.
• Provide ongoing post-visit support and follow-up.

Connaissances

Empathy

Discretion

Excellent communication

Active listening

Self-motivation

Flexibility

Wills & LPAs knowledge

Upselling ability

Driving licence

Description du poste

Octopus Legacy Limited is hiring an Estate Planning Consultant to conduct home visits, helping clients draft wills and set up LPAs. You’ll explain legal options, protect estates, and provide compassionate, personalized guidance.

The role is remote-friendly with optional in-office days and requires a UK driving license to cover London visits. Responsibilities include client consultations, legal explanations, record-keeping, and supporting online Will services while staying updated on industry