Home-Based Will & Estate Planner - Self-Employed

Buchan and London Recruitment; Weston-super-Mare; Remote; GBP 30,000 - 60,000; Full time

Job summary

A recruitment agency in the UK is seeking a self-employed Will and Estate Planner to assist clients in selecting suitable wills and trusts. As part of your role, you will guide clients through their options, provide solutions for individual needs, and ensure all instructions are communicated effectively. This position is well-suited for driven individuals who can work independently while building their own practice. Excellent communication and customer service skills are essential for success in this rewarding role.

Qualifications

• Professional, reliable and an excellent communicator.
• Self-motivated, entrepreneurial and totally customer focused.
• Respectful and at ease in dealing with all types of people, especially mature aged clients.

Responsibilities

• Help, guide and provide clients with solutions to their concerns.
• Take customer’s instructions and offer professional guidance.
• Demonstrate appropriate services to meet client’s needs.

Skills

Excellent communication

Self-motivated

Customer focus

Job description

A recruitment agency in the UK is seeking a self-employed Will and Estate Planner to assist clients in selecting suitable wills and trusts. As part of your role, you will guide clients through their options, provide solutions for individual needs, and ensure all instructions are communicated effectively. This position is well-suited for driven individuals who can work independently while building their own practice. Excellent communication and customer service skills are essential for success in this rewarding role.