Estate Planning Consultant - Flexible, Uncapped Commission

Co-op Group; Manchester; Remote; GBP 21,000 - 35,000; Full time

Job summary

Co-op Group is seeking experienced estate planning consultants to cover locations across the UK. This self-employed role offers uncapped commission and the flexibility to manage your own workload, with IT equipment provided.

You’ll discuss the benefits of wills, LPAs, trust and probate services and help clients make informed legal planning choices. Appointments are mainly via video call nationwide and home visits locally.

Qualifications

• Proven estate planning or will-writing experience.
• IPW/SWW or CILEX qualifications preferred.
• Excellent interpersonal and communication skills.

Responsibilities

• Attend appointments generated by the company.
• Gain referrals and self-generate at least 50% of new business.
• Discuss the benefits of estate planning and legal services products including wills, LPAs, trusts and probate.
• Have support of Co-op Legal Services to draft documents.
• Deliver talks and seminars to community groups on later-life legal products.
• Work closely with customers to identify needs and take accurate instructions.
• Capture customers instructions using Estate Planning Assistant software.
• Demonstrate up-to-date knowledge of key legal principles.

Skills

Estate planning

Will writing

Interpersonal skills

IT literacy

Driver's license

Education

IPW/SWW standard

CILEX

Tools

Estate Planning Assistant software

Microsoft Office

Job description

Co-op Group is seeking experienced estate planning consultants to cover locations across the UK. This self-employed role offers uncapped commission and the flexibility to manage your own workload, with IT equipment provided.

You’ll discuss the benefits of wills, LPAs, trust and probate services and help clients make informed legal planning choices. Appointments are mainly via video call nationwide and home visits locally.