Remote Estate Planning Consultant (Self-Employed)

Co-op Group; Oxford; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading legal services provider in the United Kingdom is seeking a Self-employed Estate Planning Consultant. This role offers uncapped commission-based earnings and requires you to manage your own workload. You will be discussing estate planning products, attending client appointments mainly through video calls, and delivering seminars. Ideal candidates have a background in estate planning, excellent communication skills, and a full UK driver’s license. This opportunity supports flexible work arrangements while working with a reputable team.

Benefits

Uncapped commission-based earnings

IT equipment provided

Flexibility in managing workload

Qualifications

• Proven estate planning or will writing experience.
• Empathetic nature with excellent interpersonal skills.
• Ability to consult, influence and negotiate.

Responsibilities

• Attend appointments generated by the company.
• Discuss benefits of estate planning and legal services.
• Capture customer instructions using in-house software.

Skills

Estate planning experience

Excellent interpersonal skills

Ability to relay complex legal information

Confidence in presenting

Practical IT literacy

Education

Training to the standard of IPW or SWW or legally qualified through CILEX

Tools

Microsoft Office

Estate Planning Assistant software

Job description

A leading legal services provider in the United Kingdom is seeking a Self-employed Estate Planning Consultant. This role offers uncapped commission-based earnings and requires you to manage your own workload. You will be discussing estate planning products, attending client appointments mainly through video calls, and delivering seminars. Ideal candidates have a background in estate planning, excellent communication skills, and a full UK driver’s license. This opportunity supports flexible work arrangements while working with a reputable team.