Estate Planning Consultant

Yellow Brick Mortgages Ltd; Norwich; On-site; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated Estate Planning Consultants to provide bespoke solutions for clients. In this flexible, self-employed role, you will conduct client meetings, offer expert advice on estate planning, and build long-term relationships. With a strong reputation for exceptional service, this community-focused organization values personal development and offers uncapped earning potential. If you're passionate about helping clients secure their legacy and thrive in a supportive environment, this opportunity is perfect for you.

Benefits

Flexible working hours

Ongoing professional development

Uncapped earning potential

Qualifications

• Minimum 2 years of estate planning experience required.
• Strong attention to detail and excellent listening skills.

Responsibilities

• Conduct client meetings to discuss estate planning options.
• Provide expert advice on Wills and Trusts.

Skills

Estate Planning Experience

Attention to Detail

Listening Skills

Client Relationship Management

IT Literacy

Education

Membership to the Society of Will Writers

Job description

Type of role: Self-Employed

Location: Remote/Field-Based

Hours of work: Flexible

Salary: OTE: £50,000+

About Us:
Yellow Brick Wills & Estate Planning is part of the award-winning Yellow Brick Group. We’re all about providing exceptional financial advice while giving back to our community. With over 5,500 5-star reviews on Trustpilot and a reputation as the #1 ranked finance broker in the UK, we pride ourselves on delivering outstanding service while making a positive impact. With a reputation built on exceptional customer service and giving back to the community, we’re proud to offer our clients tailored solutions to secure their financial future.

We’re looking for highly motivated Estate Planning Consultants to join our growing team. If you’re passionate about helping clients protect their legacy and thrive in a flexible, self-employed environment, we want to hear from you!

The Role:

As an Estate Planning Consultant, you’ll work closely with clients to provide bespoke estate planning solutions, ensuring they leave their legacy in the most efficient and secure way possible.

Key Responsibilities:

• Conduct client meetings in person or via video conferencing to discuss estate planning options.
• Provide expert advice on Wills, Trusts, and other estate planning solutions.
• Manage your own diary and fulfil client appointments at times that suit them.
• Build and maintain strong, long-term client relationships.
• Continuously update your knowledge to ensure compliance with the Society of Will Writers’ standards.

What We’re Looking For:

• Minimum 2 years of estate planning experience.
• Membership to the SWW (The Society of Will Writers) is required.
• IT literate with the ability to learn new systems quickly (training provided).
• Strong attention to detail and excellent listening skills.
• Passionate about the legal and estate planning industry.
• Full UK driving licence and access to your own vehicle.

What You’ll Get:

• OTE of £50,000+ with uncapped earning potential.
• Ongoing professional development and training.
• Flexibility to manage your own schedule.
• Opportunity to grow within a respected, community-driven organisation.

Ready to Build a Future with Us?
If you’re driven, client-focused, and ready to make a difference in people’s lives, we’d love to hear from you! Apply now or contact us for more information.