Independent Estate Planning Consultant

Co-op Group; Reading; On-site; GBP 30,000 - 100,000; Full time

Job summary

A leading legal services firm in the UK seeks a Self-employed Estate Planning Consultant. In this role, you will discuss estate planning benefits with potential customers and manage your own workload. Ideal candidates have proven estate planning experience, strong interpersonal skills, and a full UK driver's license. The position offers flexibility and uncapped commission-based earnings, with support from a well-regarded legal services team.

Benefits

Uncapped commission-based earnings

IT equipment provided

Flexibility to manage your own workload

Qualifications

• Proven estate planning or will writing experience.
• Excellent interpersonal skills with an empathetic nature.
• Confidence when presenting and engaging an audience.
• Full UK driver's license with access to your own vehicle.

Responsibilities

• Attend appointments generated by the company.
• Self-generate at least 50% of new business.
• Discuss benefits of estate planning and legal services.
• Support from Co-op Legal Services to draft legal documents.
• Deliver talks and seminars to community groups.
• Capture customer instructions using in-house software.

Skills

Estate planning experience

Interpersonal skills

Ability to explain legal information

Negotiation skills

IT literacy

Education

Training to the standard of IPW or SWW

Legal qualification through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

A leading legal services firm in the UK seeks a Self-employed Estate Planning Consultant. In this role, you will discuss estate planning benefits with potential customers and manage your own workload. Ideal candidates have proven estate planning experience, strong interpersonal skills, and a full UK driver's license. The position offers flexibility and uncapped commission-based earnings, with support from a well-regarded legal services team.